Top 60 Investment Management companies in Massachusetts

Wellington Managementwellington.com

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

MFS Investment Managementmfs.com

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

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

GMOgmo.com

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

Eaton Vanceeatonvance.com

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

Audax Groupaudaxgroup.com

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

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.

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.

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

Launchpad Venture Grouplaunchpadventuregroup.com

Boston-area angel investing group focused on early stage investments in tech and life sciences Largest in Northeast, active in US Learn more at website

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

Citisoftcitisoft.com

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

Mellon Capitalmellon.com

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

Breckinridge Capital Advisorsbreckinridge.com

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

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

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

Constitution Capital Partnersconcp.com

A leading alternative asset manager in private equity and credit, specializing in disciplined, value-oriented investments with a strong track record

Grimes & Companygrimesco.com

A Registered Investment Advisor offering portfolio and wealth management services with a highly experienced team and a focus on disciplined asset management and strong performance

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.

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

Boston Common Asset Managementbostoncommonasset.com

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

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

Proctor Financial, Inc.proctorfinancial.com

Proctor Financial provides personalized investment management services that free clients from day-to-day decisions, creating peace of mind and enhancing retirement planning

Meketa Investment Groupmeketa.com

Independent investment consulting firm providing tailored investment solutions to diverse clients including pension plans, foundations, corporations, and healthcare organizations since 1978

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

Venture Guidesventureguides.com

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

Battery Global Advisorsbga.com

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

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

Momentum Enterprisesthemomentumenterprises.com

An asset management company focused on community, family, and children, operating 17 businesses in New England, specializing in turning underperforming organizations into top-tier businesses

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.

St. Germain Investment Managementstgermaininvestments.com

Privately-owned investment firm since 1924 focused on managing wealth for clients' goals, delivering personalized service, and preserving assets long-term

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

RhumbLine Advisersrhumbline.com

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

DDJ Capital Managementddjcap.com

Privately-held investment manager specializing in leveraged credit markets, providing attractive risk-adjusted returns for institutional clients through value-oriented, fundamental investment philosophy

HLM Investment Partnershlminvestmentpartners.com

A leading healthcare investment firm that provides capital to innovative healthcare technology and services companies, with a focus on quality and cost reduction

Tiger Iron Capitaltigerironcapital.com

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

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

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

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

Eastward Capitaleastwardcp.com

A seasoned private debt provider offering venture debt and equity financing to technology companies, focusing on Information Technology, Communications, Clean Technology, and Healthcare

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

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

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

Cormorant Asset Management, LPcormorant-asset.com

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

J.W. Childs Associates

A company specializing in investment management, providing services related to managing and growing clients' financial portfolios and assets

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

Verdad Advisersverdadcap.com

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

Nicholas Company, Inc.

An independently owned investment firm with a long-term approach to security selection, focusing on consistent returns and reduced volatility for investors

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

Northern Capital Securities Corporationnortherncapital.com

Specialized institutional investment management firm offering professional asset management, trade execution, strategies, and research in the fixed income market Empowering independent advisors and broker-dealers

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

Gage-Wiley & Co., Inc.gagewiley.com

Wealth management firm with roots since 1933, providing comprehensive services to protect and grow assets for individuals, families, businesses, and nonprofits

Byrne Financial Freedom, LLCbyrnefinancialfreedom.com

Independent investment management firm specializing in personalized strategies for high net worth individuals, offering services from college planning to estate planning and various investment types

Athena Capital Advisorsathenacapital.com

A leading investment advisory firm offering custom solutions in wealth planning, impact investing, and investment management for individuals and institutions

Delta Partners, LPdeltamgt.com

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

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

Derby and Company, Inc.derbyco.com

This company offers personalized investment management, retirement planning, and wealth protection, with an independent, objective, and integrated approach to financial independence

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

South Shore Capital Advisorssscainvest.com

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

Autumn Ventures LLCautumn-ventures.com

Single-family investment firm focusing on public & private equity, private credit, and real estate Prioritizes market foresight, innovation, and patient capital