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The 42 largest Investment Management companies in Boston

Tamtam tracks 42 Investment Management companies headquartered in Boston. This list ranks all of them by number of employees on LinkedIn, led by Wellington Management, MFS Investment Management and Advent. Their median headcount is 43. Half of them were founded in 1997 or later.

馃嚭馃嚫 Boston42 companiesUpdated Oct 10, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
Wellington Managementwellington.com

Independent investment management firm serving diverse clients worldwide with comprehensive capabilities across global equity, fixed income, alternatives, and private markets.

Investment Management 馃嚭馃嚫 Boston 3,609 1933
2
MFS Investment Managementmfs.com

Global investment manager offering active management, disciplined investing, risk management, serving financial advisors, intermediaries, and institutional clients worldwide.

Investment Management 馃嚭馃嚫 Boston 2,971 1924
3
Adventadventinternational.com

Global private equity investor founded in 1984 with $91 billion in assets under management, focusing on investments in various sectors across 42 countries

Investment Management 馃嚭馃嚫 Boston 1,339 1984
4
GMOgmo.com

GMO partners with institutions, intermediaries, and families to provide investment expertise tailored to their goals and missions worldwide

Investment Management 馃嚭馃嚫 Boston 1,022 1977
5
Eaton Vanceeatonvance.com

Provides disciplined, long-term investment management and wealth solutions through diverse strategies, serving clients worldwide with innovation and exemplary service.

Investment Management 馃嚭馃嚫 Boston 546 1924
6
Audax Groupaudaxgroup.com

Alternative investment manager specializing in private equity, private debt, and strategic capital for middle market companies across multiple offices.

Investment Management 馃嚭馃嚫 Boston 471 1999
7
Income Research + Managementincomeresearch.com

Privately owned independent firm providing fixed income investment management through security selection and risk management for institutional and private clients via boutique service.

Investment Management 馃嚭馃嚫 Boston 241 1987
8
Geode Capital Managementgeodecapital.com

Boston based investment firm managing over one trillion dollars through systematic core beta exposures across equity and niche asset classes for global clients.

Investment Management 馃嚭馃嚫 Boston 237 2001
9
BU Finance & Investment Clubbufcinvest.com

A student-run investment club managing a $11M long-only equity portfolio, focusing on small-to-mid cap domestic equities through fundamental security selection and risk management techniques

Investment Management 馃嚭馃嚫 Boston 180 1995
10
Weiss Asset Managementweissasset.com

Value-based investment firm managing $29 billion for various investors, focusing on deep research, collaboration, integrity, rational decision making, and continuous learning

Investment Management 馃嚭馃嚫 Boston 171 n/a
11
Citisoftcitisoft.com

Specializing in operations and technology change for asset management firms, Citisoft delivers impactful solutions for complex business problems throughout the investment process

Investment Management 馃嚭馃嚫 Boston 119 1986
12
Mellon Capitalmellon.com

A specialist multi-asset investment management firm dedicated to serving sophisticated investors, offering a range of capabilities under the brand Mellon

Investment Management 馃嚭馃嚫 Boston 116 n/a
13
Breckinridge Capital Advisorsbreckinridge.com

Provides high-quality investment management services to high-net-worth individuals and large institutions through financial advisors and consultants.

Investment Management 馃嚭馃嚫 Boston 95 1993
14
HighVista Strategieshighvistastrategies.com

Employee-owned alternative asset manager in Boston since 2004, managing $10 billion globally Specializing in structurally inefficient markets for high-conviction investment opportunities

Investment Management 馃嚭馃嚫 Boston 95 2004
15
Eventide Asset Managementeventideinvestments.com

A pioneering asset management firm focused on values-based investing through a biblical worldview, seeking to advance the global common good

Investment Management 馃嚭馃嚫 Boston 90 2008
16
Trillium Asset Managementtrilliuminvest.com

Provides ESG-focused investment strategies and services, integrating values with active ownership to deliver long-term value and positive social impact.

Investment Management 馃嚭馃嚫 Boston 80 1982
17
Welch & Forbes LLCwelchforbes.com

A full-service wealth management firm with over 180 years of experience, offering customized financial solutions, investment management, trust services, and personalized planning

Investment Management 馃嚭馃嚫 Boston 65 1838
18
Boston Common Asset Managementbostoncommonasset.com

Active global equity investor focused on sustainable investing, women-led, employee-owned, and leader in shareholder engagement since 2003.

Investment Management 馃嚭馃嚫 Boston 54 2003
19
Longfellow Investment Managementlongfellowim.com

Employee-owned investment management firm specializing in domestic fixed income, equity, and alternative strategies Focus on minimizing portfolio volatility for attractive long-term returns

Investment Management 馃嚭馃嚫 Boston 52 1986
20
Anchor Capital Advisors LLCanchorcapital.com

A financial company focused on building and preserving wealth for clients through value investing, risk management, and providing customized client service

Investment Management 馃嚭馃嚫 Boston 49 1983
21
Venture Guidesventureguides.com

early-stage infrastructure software investment firm providing strategic guidance, industry connections, and concentrated portfolio support for startup growth

Investment Management 馃嚭馃嚫 Boston 43 2023
22
Battery Global Advisorsbga.com

An independent investment manager offering alternative solutions for institutional investors and accredited individuals, with roots tracing back to 2001

Investment Management 馃嚭馃嚫 Boston 42 2005
23
Merganser Capital Managementmerganser.com

An SEC-registered investment adviser founded in 1985, specializing in meeting the fixed income needs of institutional clients through fundamental analysis and risk management

Investment Management 馃嚭馃嚫 Boston 39 1985
24
Reynders, McVeigh Capital Management, LLC.reyndersmcveigh.com

Manage over $4 billion in sustainable investments, offering personalized wealth management and actively managed strategies for individuals and institutions.

Investment Management 馃嚭馃嚫 Boston 36 2005
25
Howland Capitalhowlandcapital.com

Independent wealth management firm offering tailored investment solutions for individuals, families, and institutions with a commitment to providing prudent and personal counsel

Investment Management 馃嚭馃嚫 Boston 35 1967
26
RhumbLine Advisersrhumbline.com

Specializes in index-based investment management for institutional investors, providing expert financial guidance and solutions from its Boston, MA location.

Investment Management 馃嚭馃嚫 Boston 32 1990
27
Tiger Iron Capitaltigerironcapital.com

Passionate institutional fund of funds manager focusing on venture capital, partnering with elite firms to invest in transformational companies

Investment Management 馃嚭馃嚫 Boston 28 2016
28
Sverica Capital Managementsverica.com

A growth-oriented private equity firm investing in lower middle market companies with a focus on technology, software, healthcare, and advanced industrial sectors

Investment Management 馃嚭馃嚫 Boston 25 2001
29
Venus Capital Management, Inc.venuscapital.com

Specializing in emerging markets, this institutional money management firm has an extensive infrastructure and strong relationships to source and analyze investment opportunities

Investment Management 馃嚭馃嚫 Boston 23 n/a
30
Prio Wealthpriowealth.com

A Boston-based independent Registered Investment Adviser that prioritizes client's financial and life goals with personalized wealth management and financial planning services

Investment Management 馃嚭馃嚫 Boston 22 1988
31
TillieStar Compliance Solutions, Inctilliestar.com

Fintech consulting firm specializing in asset management, offering expert support for investment compliance, software implementations, and business-as-usual support since 2013

Investment Management 馃嚭馃嚫 Boston 19 2013
32
Birch Hill Investment Advisors LLCbhboston.com

Independent registered investment advisor providing wealth management services for individuals, families, trusts, and institutions with a clear, straightforward investment approach and a focus on client-specific objectives

Investment Management 馃嚭馃嚫 Boston 18 2007
33
Zevin Asset Managementzevin.com

This socially responsible asset management company offers global, diversified portfolios and strategies aligned with clients' values, emphasizing sustainability and shareholder advocacy

Investment Management 馃嚭馃嚫 Boston 18 1997
34
Cormorant Asset Management, LPcormorant-asset.com

Investment management firm in Boston, Massachusetts, specializing in asset management services

Investment Management 馃嚭馃嚫 Boston 17 2013
35
Penobscot Investment Management Company, Inc.pimboston.com

This company offers investment management services to individuals, families, and non-profits, focusing on sound financial advice and effective communication with clients

Investment Management 馃嚭馃嚫 Boston 16 1988
36
Verdad Advisersverdadcap.com

A global asset management firm prioritizing intellectual integrity through research to provide investors with high risk-adjusted returns across asset classes

Investment Management 馃嚭馃嚫 Boston 16 2014
37
Clough Capitalcloughcapital.com

Global alternative asset management firm founded by Chuck Clough, focusing on developing proprietary insights for better client outcomes and unique investment solutions

Investment Management 馃嚭馃嚫 Boston 14 1999
38
ShawSpring Partnersshawspring.com

A company pursuing long-term investments in technology, internet, and consumer sectors with a focus on industry leaders and high-growth businesses

Investment Management 馃嚭馃嚫 Boston 13 2014
39
Delta Partners, LPdeltamgt.com

An investment firm specializing in global equity funds, using a fundamental, bottom-up approach to diversify investments and generate returns

Investment Management 馃嚭馃嚫 Boston 11 n/a
40
GRT Capital Partners, LLCgrtcapital.com

A company specializing in active equity management, combining fundamental research, quantitative analysis, and experienced team members dedicated to client service

Investment Management 馃嚭馃嚫 Boston 10 2001
41
Windhaven Investment Management, Inc.schwabassetmanagement.com

SEC-registered investment advisory firm diversifying portfolios for high net worth clients with global market exposure and proprietary risk management model

Investment Management 馃嚭馃嚫 Boston 8 1994
42
South Shore Capital Advisorssscainvest.com

A global investment firm seeking opportunities worldwide to build diversified portfolios and reduce risk through a global balanced approach

Investment Management 馃嚭馃嚫 Boston 6 2006

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How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 10, 2026.

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