Rialytix insights

Top RIA Firms in Cambridge, Massachusetts

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Cambridge, Massachusetts. This hub covers 11 matching firms with $70.3B in total reported AUM and median AUM of $858.7M.

Firms

Matching current profiles

Total AUM

$70.3B

Reported regulatory AUM

Median AUM

$858.7M

Across firms with AUM

Largest firm

$45.5B

General Catalyst

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. General Catalyst CRD 162548 · Limited Liability Company	CAMBRIDGE, MA	$45.5B Mar 2026	+$11.9B+35.6%	+$20.7B+83.5%	+$36.4B+398.5%	+$38.5B+546.8%	+51 employees+31.9% over 3Y	+18 accounts+58.1% over 3Y
2. Blackstone Life Sciences Advisors L.l.c. CRD 304477 · Limited Liability Company	CAMBRIDGE, MA	$13.2B Mar 2026	+$3.4B+34.6%	+$6.6B+100.3%	+$9.1B+223.7%	+$9.8B+292.0%	+4 employees+14.8% over 3Y	+4 accounts+57.1% over 3Y
3. Gc Wealth Management RIA, LLC CRD 327269 · Limited Liability Company	CAMBRIDGE, MA	$5.8B Mar 2026	+$3.7B+170.9%	—	—	+$5.6B+1961.9%	+23 employees+109.5% over 1Y	+851 accounts+96.7% over 1Y
4. Valence8 CRD 317389 · Limited Partnership	CAMBRIDGE, MA	$1.9B Mar 2026	+$481.1M+34.4%	+$1.3B+227.5%	—	—	+2 employees+33.3% over 3Y	+8 accounts+200.0% over 3Y
5. Equity Resource Investments, LLC CRD 161186 · Limited Liability Company	CAMBRIDGE, MA	$1.3B May 2026	+$12.9M+1.0%	-$42.4M-3.1%	+$97.8M+7.9%	+$975.4M+265.1%	+4 employees+17.4% over 3Y	-38 accounts-35.8% over 3Y
6. Pinney & Scofield, INC. CRD 105365 · Corporation	CAMBRIDGE, MA	$858.7M Mar 2026	+$109.7M+14.7%	+$282.5M+49.0%	+$281.4M+48.8%	+$573.9M+201.5%	0 employees+0.0% over 3Y	+98 accounts+8.5% over 3Y
7. Clarus Ventures, LLC CRD 160980 · Limited Liability Company	CAMBRIDGE, MA	$805.6M Mar 2026	-$195.7M-19.5%	-$783.0M-49.3%	-$943.6M-53.9%	-$1.3B-62.3%	+4 employees+14.8% over 3Y	0 accounts+0.0% over 3Y
8. Fayerweather Management, LLC CRD 187517 · Limited Liability Company	CAMBRIDGE, MA	$289.6M Feb 2026	+$1.3M+0.4%	-$168.3M-36.8%	-$1.9B-86.6%	-$560.8M-65.9%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
9. Ninth Eternity Asset Management LLC CRD 306985 · Limited Liability Company	CAMBRIDGE, MA	$238.6M Mar 2026	+$19.3M+8.8%	+$46.3M+24.1%	—	+$46.3M+24.1%	0 employees+0.0% over 3Y	+1 accounts+50.0% over 3Y
10. Etre LLC CRD 121355 · Limited Liability Company	CAMBRIDGE, MA	$216.8M Mar 2026	+$24.7M+12.8%	+$84.5M+63.9%	—	+$84.5M+63.9%	0 employees+0.0% over 3Y	+171 accounts+335.3% over 3Y
11. Applied Fundamental Research, LLC CRD 167645 · Limited Liability Company	CAMBRIDGE, MA	$142.9M Apr 2026	-$7.1M-4.7%	-$25.3M-15.0%	+$7.6M+5.6%	+$7.6M+5.6%	-1 employees-16.7% over 3Y	-4 accounts-36.4% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.