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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

627 firms manage $19.3 trillionMassachusetts

Open in the Atlas screener

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  1. 1145
    Impresa Management LLCBoston, MA · 43 clientsPrivate fund adviserHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $13B
  2. 1149
    Whale Rock Capital ManagementBoston, MA · 19 clientsPrivate fund adviser
    No custodian reported
    $13B
  3. 1150
    Ascensus Investment Advisors, LLCNeedham, MA · 27 clientsAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC
    BNY 100%
    $13B
  4. 1164
    Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBoston, MA · 3,290 clientsWealth manager
    Loring, Wolcott & Coolidge Trust 97%
    $13B
  5. 1176
    First Eagle Alternative Credit, LLCBoston, MA · 72 clientsPrivate fund adviserHybridFEF Distributors, LLC
    BNY 83%
    $13B
  6. 1177
    Appleton Partners, Inc.Boston, MA · 6,112 clientsAsset manager
    Schwab 48%Fidelity 29%J.P. Morgan 24%
    $13B
  7. 1181
    MFN Partners Management, LPBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $12B
  8. 1198
    Intercontinental Real Estate CorporationBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $12B
  9. 1211
    Sentinel Pension Advisors, LLC.Wakefield, MA · 2,056 clientsAsset managerHybridSentinel Securities, LLC.
    No custodian reported
    $12B
  10. 1279
    BNY Mellon ETF Investment Adviser, LLCBoston, MA · 13 clientsAsset managerHybridBNY Mellon Asset Management Canada LTD, BNY Mellon Capital Markets, LLC, clears through Pershing
    No custodian reported
    $11B
  11. 1288
    Ballyrock Investment Advisors LLCBoston, MA · 24 clientsPrivate fund adviserAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $11B
  12. 1295
    Shepherd Kaplan Krochuk, LLCBoston, MA · 213 clientsAsset managerAffiliated broker-dealerPCF Capital Markets LLC
    Northern Trust 100%
    $11B
  13. 1333
    Webster Equity Partners, L.P.Waltham, MA · 25 clientsPrivate fund adviser
    No custodian reported
    $10B
  14. 1355
    Shepherd Kaplan LLCBoston, MAAsset managerAffiliated broker-dealerPCF Capital Markets LLC
    Northern Trust 100%
    $10B
  15. 1370
    Choate Investment AdvisorsBoston, MA · 653 clientsWealth manager
    SEI 100%
    $10B
  16. 1372
    Bain Capital Real Estate, LPBoston, MA · 24 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    No custodian reported
    $10.0B
  17. 1373
    Meketa Investment Group IncWestwood, MA · 316 clientsAsset manager
    State Street 65%Northern Trust 35%
    $10.0B
  18. 1378
    Welch & Forbes LLCBoston, MA · 699 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Reliance Trust 100%
    $9.9B
  19. 1386
    Bain Capital Ventures, LPBoston, MA · 20 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    No custodian reported
    $9.8B
  20. 1396
    F L Putnam Investment Management Co.Lynnfield, MA · 3,054 clientsWealth manager
    Schwab 50%Fidelity 38%
    $9.7B
  21. 1412
    Frontier Capital Management Co LLCBoston, MA · 34 clientsAsset managerAffiliated broker-dealer
    Northern Trust 61%BNY 26%
    $9.6B
  22. 1433
    Fidelity Institutional Wealth Adviser LLCBoston, MA · 65,862 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $9.4B
  23. 1456
    Cabot Properties L.P.Boston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $9.1B
  24. 1458
    Highvista Strategies LLCBoston, MA · 41 clientsPrivate fund adviser
    Northern Trust 100%
    $9.1B
  25. 1478
    Atreides Management, LPBoston, MA · 47 clientsPrivate fund adviser
    No custodian reported
    $8.9B
  26. 1482
    Johcm (USA) IncBoston, MA · 33 clientsAsset managerHybrid
    Northern Trust 100%
    $8.9B
  27. 1493
    TIAA Kaspick, LLCBoston, MA · 154 clientsAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    Schwab 100%
    $8.7B
  28. 1524
    Aureus Asset Management, LLCBoston, MA · 362 clientsAsset manager
    Fidelity 100%
    $8.4B
  29. 1525
    Battery Global Advisors, LLCBoston, MA · 142 clientsWealth manager
    Fidelity 100%
    $8.4B
  30. 1533
    Bolton Global Asset ManagementBolton, MA · 7,365 clientsBroker-dealer firmHybrid
    Pershing 100%
    $8.3B
  31. 1541
    Cambridge Associates Limited, LLCBoston, MA · 32 clientsWealth manager
    Pictet Bank of Switzerland 100%
    $8.2B
  32. 1543
    Proficio Capital Partners LLCNewton, MA · 160 clientsWealth manager
    Fidelity 100%
    $8.2B
  33. 1563
    Crestwood AdvisorsBoston, MA · 1,128 clientsWealth managerAffiliated broker-dealer
    Fidelity 83%
    $8.0B
  34. 1576
    BV Investment Partners, L.P.Boston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  35. 1599
    WGI DM, LLCBoston, MA · 24 clientsAsset manager
    BNY 41%Northern Trust 30%State Street 30%
    $7.8B
  36. 1608
    Fiduciary Trust International, LLCLincoln, MA · 76 clientsWealth managerPublic-company ownedHybridClarion Partners, LLC, Franklin Distributors, LLC
    Fidelity 100%
    $7.7B
  37. 1640
    Eventide Asset Management, LLCBoston, MA · 38 clientsAsset managerHybrid
    U.S. Bank 86%
    $7.4B
  38. 1646
    Spectrum EquityBoston, MA · 32 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  39. 1670
    Silversmith Capital PartnersBoston, MA · 24 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  40. 1673
    GrovestreetNewton, MA · 42 clientsPrivate fund adviser
    No custodian reported
    $7.1B

RIAs by state