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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

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 003
    Fidelity Management & Research Company LLCBoston, MA · 36,650 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $5.7T
  2. 013
    Geode Capital Management, LLCBoston, MA · 165 clientsAsset manager
    J.P. Morgan 72%The Master Trust Bank of Japan, LTD. 28%
    $1.7T
  3. 016
    Wellington Management Company LLPBoston, MA · 1,559 clientsAsset managerHybridWellington Funds Distributors Inc.
    State Street 35%BNY 26%Northern Trust 23%
    $1.4T
  4. 017
    Ssga Funds Management, Inc.Boston, MA · 339 clientsAsset managerHybridState Street Global Advisors Funds Distributors, LLC, State Street Global Markets Canada Inc.
    State Street 100%
    $1.4T
  5. 018
    Strategic Advisers LLCBoston, MA · 2,401,763 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $1.4T
  6. 046
    MFS Investment ManagementBoston, MA · 355 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    State Street 29%Brown Brothers Harriman & 25%
    $514B
  7. 048
    Columbia Management Investment Advisers, LLCBoston, MA · 4,251 clientsAsset managerHybridAmerican Enterprise Investment Services Inc., Ameriprise Financial Services, LLC
    J.P. Morgan 69%
    $502B
  8. 066
    Loomis, Sayles & Company, L.P.Boston, MA · 24,675 clientsAsset managerHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    BNY 42%Northern Trust 34%State Street 24%
    $387B
  9. 071
    Arrowstreet Capital, Limited PartnershipBoston, MA · 162 clientsPrivate fund adviser
    State Street 49%Northern Trust 26%
    $351B
  10. 078
    Cambridge Associates, LLCBoston, MA · 604 clientsAsset manager
    No custodian reported
    $327B
  11. 111
    Manulife Investment Management (US) LLCBoston, MA · 4,861 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    State Street 66%
    $228B
  12. 113
    Mercer Investments LLCBoston, MA · 1,407 clientsAsset managerHybridMMA Securities LLC, MMC Securities LLC, clears through Pershing
    Northern Trust 57%Fidelity 43%
    $226B
  13. 120
    Commonwealth Financial NetworkWaltham, MA · 360,488 clientsBroker-dealer firmHybridLPL Enterprise, LLC, LPL Financial LLC
    Fidelity 100%
    $213B
  14. 121
    John Hancock Investment Management LLCBoston, MA · 126 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    No custodian reported
    $212B
  15. 138
    Harbourvest Partners, LLCBoston, MA · 316 clientsPrivate fund adviserHybrid
    Northern Trust 100%
    $191B
  16. 152
    Acadian Asset ManagementBoston, MA · 350 clientsAsset managerHybrid
    State Street 32%BNY 22%
    $177B
  17. 176
    Boston Management and ResearchBoston, MA · 72 clientsAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    No custodian reported
    $155B
  18. 178
    Nepc, LLCBoston, MA · 435 clientsAsset managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Northern Trust 38%BNY 25%Fidelity 24%
    $153B
  19. 206
    Rhumbline AdvisersBoston, MA · 399 clientsAsset manager
    Northern Trust 39%BNY 32%State Street 29%
    $136B
  20. 212
    Income Research + ManagementBoston, MA · 937 clientsAsset managerHybrid
    BNY 41%Northern Trust 37%
    $131B
  21. 230
    Putnam Investment Management, LLCBoston, MA · 16,428 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    Merrill / Bank of America 43%Morgan Stanley 37%
    $117B
  22. 232
    Boston PartnersBoston, MA · 6,982 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 53%Northern Trust 47%
    $116B
  23. 234
    MML Investors Services, LLCSpringfield, MA · 454,836 clientsBroker-dealer firmHybridFlourish Financial LLC, MML Distributors, LLC
    Fidelity 100%
    $116B
  24. 236
    MFS Institutional Advisors Inc.Boston, MA · 13,555 clientsAsset managerHybridMFS Fund Distributors, Inc., MFS International (hong Kong) Limited
    Northern Trust 38%State Street 26%
    $114B
  25. 244
    Natixis Advisors, LLCBoston, MA · 115,562 clientsWealth managerBank-affiliatedHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    Edward Jones 100%
    $109B
  26. 261
    Bracebridge Capital, LLCBoston, MA · 12 clientsPrivate fund adviser
    No custodian reported
    $100B
  27. 268
    Eaton Vance ManagementBoston, MA · 3,826 clientsAsset managerHybridEaton Vance Distributors, Inc., Eaton Vance Management (international) Limited
    BNY 53%State Street 47%
    $97B
  28. 270
    Bain Capital Private Equity, LPBoston, MA · 36 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    No custodian reported
    $96B
  29. 274
    Numeric Investors LLCBoston, MA · 120 clientsPrivate fund adviserHybridMAN Investments Inc.
    Citi 76%
    $94B
  30. 281
    Wellington Alternative InvestmentsBoston, MA · 124 clientsPrivate fund adviserAffiliated broker-dealerWellington Funds Distributors Inc.
    No custodian reported
    $92B
  31. 284
    Advent International, L.P.Boston, MA · 133 clientsPrivate fund adviser
    No custodian reported
    $92B
  32. 311
    Grantham Mayo Van Otterloo & Co LLCBoston, MA · 170 clientsAsset managerHybrid
    State Street 71%BNY 23%
    $81B
  33. 329
    SLC ManagementWellesley Hills, MA · 280 clientsAsset managerHybridAdvisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC
    Citi 100%
    $76B
  34. 330
    Bain Capital Credit, LPBoston, MA · 185 clientsPrivate fund adviserHybridBain Capital Markets, LLC
    BNY 45%Northern Trust 23%
    $76B
  35. 344
    Adage Capital Management, L.P.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $70B
  36. 353
    John Hancock Variable Trust Advisers LLCBoston, MA · 50 clientsAsset managerHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    No custodian reported
    $69B
  37. 386
    Newton Investment Management North AmericaBoston, MA · 160 clientsAsset managerHybridBNY Mellon Asset Management Canada Limited, BNY Mellon Capital Markets, LLC, clears through Pershing
    BNY 46%Northern Trust 29%State Street 25%
    $59B
  38. 402
    TA AssociatesBoston, MA · 29 clientsPrivate fund adviser
    No custodian reported
    $55B
  39. 405
    Breckinridge Capital Advisors IncBoston, MA · 18,447 clientsWealth manager
    Fidelity 56%Schwab 44%
    $54B
  40. 411
    Gw&k Investment Management, LLCBoston, MA · 48,710 clientsWealth managerPublic-company ownedHybridAMG Distributors, Inc.
    Merrill / Bank of America 53%Schwab 47%
    $53B

RIAs by state