The RIA database

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321. 6064
     Clarus Ventures, LLCCambridge, MA · 9 clientsPrivate fund adviserAffiliated broker-dealerBlackstone Securities Partners L.P., Currencies Direct LTD
     No custodian reported
     +00% 1 yr$806M
322. 6084
     Opaleye Management Inc.Boston, MA · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$803M
323. 6107
     McNamara Financial Services, Inc.Marshfield, MA · 934 clientsWealth manager
     Schwab 100%
     +00% 1 yr$798M
324. 6202
     Astira Capital Partners LPBoston, MA · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$777M
325. 6261
     Tremont Realty Capital LLCNewton, MA · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$763M
326. 6322
     Flagship Wealth Advisors, LLC.Wakefield, MA · 482 clientsWealth managerHybrid
     No custodian reported
     +00% 1 yr$749M
327. 6366
     Stride ConsumerBoston, MA · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$740M
328. 6398
     Centerpoint Advisors, LLCNeedham, MA · 502 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$732M
329. 6405
     Bayhawk Capital LPBoston, MA · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$731M
330. 6408
     Ipswich Investment Management Company, IncBeverly, MA · 268 clientsWealth manager
     Fidelity 81%
     +00% 1 yr$730M
331. 6412
     Canby Financial AdvisorsFramingham, MA · 382 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$729M
332. 6418
     AAF Wealth Management, LLCWestborough, MA · 293 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$728M
333. 6431
     Renaissance Investment Group, LLCLenox, MA · 265 clientsWealth managerBank-affiliatedAffiliated broker-dealerSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
     Fidelity 100%
     +00% 1 yr$726M
334. 6432
     Great Point Wealth Advisors, LLCBoston, MA · 462 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$726M
335. 6488
     Essex Investment Management Company, LLCBoston, MA · 117 clientsAsset manager
     State Street 44%
     +00% 1 yr$713M
336. 6490
     Excalibur Management CorpWaltham, MA · 307 clientsWealth manager
     Fidelity 66%
     +00% 1 yr$712M
337. 6498
     Redwood Investments, LLCBoston, MA · 85 clientsAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD
     State Street 54%
     +00% 1 yr$710M
338. 6511
     Lincoln Peak Capital Management, LLCBoston, MA · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$707M
339. 6512
     Kaleidoscope CapitalBoston, MA · 7 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$706M
340. 6537
     Contravisory Investment Management, Inc.Norwell, MA · 242 clientsWealth manager
     Schwab 100%
     +00% 1 yr$702M
341. 6541
     RPG Family Wealth Advisory, LLCBurlington, MA · 600 clientsWealth manager
     Pershing 69%Fidelity 31%
     +00% 1 yr$701M
342. 6568
     Compass Capital CorporationBraintree, MA · 1,318 clientsWealth managerHybridCompass Securities Corporation
     No custodian reported
     +00% 1 yr$695M
343. 6600
     West Branch Capital LLCAmherst, MA · 372 clientsWealth manager
     Fidelity 78%Schwab 22%
     +00% 1 yr$690M
344. 6609
     Siharum Advisors, LLCBoston, MA · 101 clientsWealth manager
     Fidelity 43%Fiduciary Trust 35%
     +00% 1 yr$687M
345. 6621
     Sandy Cove Advisors, LLCHingham, MA · 278 clientsWealth manager
     Fidelity 88%
     +00% 1 yr$685M
346. 6654
     Monument Group Wealth Advisors, LLCConcord, MA · 173 clientsWealth manager
     Schwab 63%Fidelity 37%
     +00% 1 yr$679M
347. 6671
     Boston Research and Management, Inc.Manchester, MA · 124 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$676M
348. 6678
     Little House Capital, LLCBraintree, MA · 253 clientsWealth manager
     Schwab 76%Fidelity 24%
     +00% 1 yr$675M
349. 6726
     Beck Bode LLCDedham, MA · 979 clientsWealth manager
     Schwab 49%Altruist 29%LPL Financial 22%
     +00% 1 yr$666M
350. 6730
     Alta Wealth Advisors LLCWoburn, MA · 779 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$665M
351. 6810
     Asset Strategy Advisors, LLCWayland, MA · 504 clientsAsset managerHybridConcorde Investment Services, LLC, RCX Capital Group, LLC, clears through Pershing, RBC Capital Markets
     No custodian reported
     +00% 1 yr$649M
352. 6820
     Boston Standard Wealth Management, LLCWinchester, MA · 393 clientsWealth manager
     Schwab 100%
     +00% 1 yr$648M
353. 6854
     Arjuna Capital, LLCManchester, MA · 174 clientsWealth manager
     Schwab 100%
     +00% 1 yr$642M
354. 6862
     Single Point PartnersBoston, MA · 201 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$641M
355. 6881
     Timber Creek Capital Management, LLCBoston, MA · 46 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$637M
356. 6924
     Rose Park Advisors, LLCBoston, MA · 10 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$630M
357. 6933
     Capshift AdvisorsWest Newton, MA · 14 clientsAsset manager
     Schwab 60%Fidelity 40%
     +00% 1 yr$628M
358. 6949
     Sandia Investment Management LPBoston, MA · 10 clientsPrivate fund adviser
     Goldman Sachs 73%Merrill / Bank of America 27%
     +00% 1 yr$625M
359. 6955
     Riverview Capital Advisers LLCBoston, MA · 221 clientsWealth manager
     Schwab 100%
     +00% 1 yr$624M
360. 6962
     Kelly Financial Services LLCBraintree, MA · 1,401 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$624M