AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / Branch offices
Advisory firms with an office in Boston, MA, headquartered elsewhere
501 investment advisory firms with a principal office outside the Boston, MA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Boston, MA | Nashville, TN | SEC-registered investment adviser |
| 2201 Capital, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| 3EDGE Asset Management, LP | Boston, MA | Naples, FL | SEC-registered investment adviser |
| 5AM Ventures | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| 6 Dimensions Capital | Boston, MA | Grand Cayman, Cayman Islands | Exempt reporting adviser |
| 7TWO | Dedham, MA | Denver, CO | SEC-registered investment adviser |
| Abrdn Inc. | Boston, MA | Philadelphia, PA | SEC-registered investment adviser |
| Absolute Investment Advisers, LLC | Dover, NH | Rosemary Beach, FL | SEC-registered investment adviser |
| Accelerate Retirement | Burlington, MA | Aliso Viejo, CA | SEC-registered investment adviser |
| Acres | Acton, MA | Uniondale, NY | SEC-registered investment adviser |
| Adams Street Advisors, LLC | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Adams Street Partners, LLC | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Aditum BIO Management Company, LLC | Cambridge, MA | Oakland, CA | Exempt reporting adviser |
| Advantage Capital | Portsmouth, NH | New Orleans, LA | SEC-registered investment adviser |
| Advice and Planning Services | Cambridge, MA | New York, NY | SEC-registered investment adviser |
| Advisors Capital Management, LLC | Concord, MA | Ridgewood, NJ | SEC-registered investment adviser |
| AE Wealth Management, LLC | Hingham, MA | Topeka, KS | SEC-registered investment adviser |
| Alidade Capital, LLC | Boston, MA | Bloomfield Hills, MI | SEC-registered investment adviser |
| Alliancebernstein L.P. | Boston, MA | Nashville, TN | SEC-registered investment adviser |
| Allspring Global Investments, LLC | Boston, MA | Charlotte, NC | SEC-registered investment adviser |
| Allworth Financial, L.P. | Waltham, MA | Folsom, CA | SEC-registered investment adviser |
| Alps Advisors, Inc. | Boston, MA | Denver, CO | SEC-registered investment adviser |
| Altarock Partners LP | Boston, MA | West Palm Beach, FL | SEC-registered investment adviser |
| Altimeter Capital Management, LP | Boston, MA | Menlo Park, CA | SEC-registered investment adviser |
| Altitude Capital Management LLC | Portsmouth, NH | Des Moines, IA | SEC-registered investment adviser |
| Alumni Ventures | Boston, MA | Manchester, NH | Exempt reporting adviser |
| American Realty Advisors | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Boston, MA | Minneapolis, MN | SEC-registered investment adviser |
| AMG Funds LLC | Prides Crossing, MA | Stamford, CT | SEC-registered investment adviser |
| AMR Action Fund GP GMBH | Boston, MA | Basel, Basel-Stadt, Switzerland | Exempt reporting adviser |
| Andersen | Boston, MA | McLean, VA | SEC-registered investment adviser |
| Anterra Capital | Boston, MA | Amsterdam, Netherlands | Exempt reporting adviser |
| Anzu Partners, LLC | Boston, MA | Tampa, FL | SEC-registered investment adviser |
| AON Investments USA Inc. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Apella Wealth | Marblehead, MA | West Hartford, CT | SEC-registered investment adviser |
| Aperio Group, LLC | Boston, MA | Sausalito, CA | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Brintree, MA | Mount Pleasant, SC | SEC-registered investment adviser |
| Apple Tree Venture Management LLC | Cambridge, MA | New York, NY | Exempt reporting adviser |
| ARA GC Partners, LLC | Boston, MA | Houston, TX | SEC-registered investment adviser |
| ARA Partners | Boston, MA | Houston, TX | SEC-registered investment adviser |
| Arax Advisory Partners | Andover, MA | New York, NY | SEC-registered investment adviser |
| Arcadia Wealth Management, LLC | Andover, MA | Manchester, NH | SEC-registered investment adviser |
| Ares Capital Management II LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Ares Capital Management LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Ares Management LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Ares Systematic Credit Limited | Boston, MA | London, United Kingdom | SEC-registered investment adviser |
| Aristotle Capital Management, LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Artisan Partners Limited Partnership | Boston, MA | Milwaukee, WI | SEC-registered investment adviser |
| Asana Partners, LP | Somerville, MA | Charlotte, NC | SEC-registered investment adviser |
| Ashton Thomas Private Wealth | Boston, MA | Scottsdale, AZ | SEC-registered investment adviser |
| Ashton Thomas Securities, LLC | Boston, MA | Rochester, NY | SEC-registered investment adviser |
| Astoria Portfolio Advisors LLC | Lexington, MA | New York, NY | SEC-registered investment adviser |
| Atlas Fiduciary Services, Inc. | Boston, MA | Concord, NH | SEC-registered investment adviser |
| Avail Investment Partners, LLC | Boston, MA | Lemont, PA | SEC-registered investment adviser |
| AWH Financial, LLC | Norwood, MA | Bala Cynwyd, PA | SEC-registered investment adviser |
| AXA Investment Managers US Inc | Boston, MA | New York, NY | SEC-registered investment adviser |
| B. Riley Wealth Advisors, Inc. | Boston, MA | Memphis, TN | SEC-registered investment adviser |
| Baker Tilly Wealth Management, LLC | Tewksbury, MA | Madison, WI | SEC-registered investment adviser |
| Balanced Wealth Management, LLC. | Needham, MA | West Warwick, RI | SEC-registered investment adviser |
| Balyasny Asset Management L.P. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Waltham, MA | Chicago, IL | SEC-registered investment adviser |
| Barings LLC | Boston, MA | Charlotte, NC | SEC-registered investment adviser |
| Bartley Financial Advisors, LLC | Andover, MA | Bedford, NH | SEC-registered investment adviser |
| BCU Wealth Advisors, LLC | Marlborough, MA | Vernon Hills, IL | SEC-registered investment adviser |
| Beacon Global Advisor Network, LLC | Concord, MA | Atlanta, GA | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Andover, MA | Newport Beach, CA | SEC-registered investment adviser |
| Beanstox | Boston, MA | Montreal, Quebec, Canada | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Salem, NH | Reno, NV | SEC-registered investment adviser |
| Bentallgreenoak (U.S.) Limited Partnership | Boston, MA | Seattle, WA | SEC-registered investment adviser |
| Berkeley Partners Management, LLC | Boston, MA | Oakland, CA | SEC-registered investment adviser |
| Bessemer Venture Partners | Cambridge, MA | Larchmont, NY | SEC-registered investment adviser |
| Birchview Capital, LP | Boston, MA | Burlington, VT | SEC-registered investment adviser |
| Blackrock Advisors, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blackrock Capital Management, Inc. | Boston, MA | Wilmington, DE | SEC-registered investment adviser |
| Blackrock Financial Management, Inc | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blackrock Fund Advisors | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Blackrock Investment Management, LLC | Boston, MA | Princeton, NJ | SEC-registered investment adviser |
| Blackrock Realty Advisors Inc | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blackstone Alternative Credit Advisors LP | Cambridge, MA | New York, NY | SEC-registered investment adviser |
| Blackstone Credit BDC Advisors LLC | Cambridge, MA | New York, NY | SEC-registered investment adviser |
| Blackstone Private Credit Strategies LLC | Cambridge, MA | New York, NY | SEC-registered investment adviser |
| Blue Owl Alternative Credit Advisors II LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blue Owl Credit Advisors LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blue Owl Credit Private Fund Advisors LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blue Owl Strategic Equity Advisors LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blue Owl Technology Credit Advisors II LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Blue Owl Technology Credit Advisors LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| BMO Family Office, LLC | Andover, MA | Chicago, IL | SEC-registered investment adviser |
| BNY Mellon Advisors, Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| BNY Mellon Investment Adviser, Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| BNY Mellon Securities Corporation | Boston, MA | New York, NY | SEC-registered investment adviser |
| Bolton Global Asset Management | North Andover, MA | Bolton, MA | SEC-registered investment adviser |
| Bouchey Financial Group, Ltd. | Medfield, MA | Troy, NY | SEC-registered investment adviser |
| Bradford Financial Services Corp | North Andover, MA | Tarpon Springs, FL | SEC-registered investment adviser |
| Bradley Foster & Sargent Inc | Wellesley, MA | Hartford, CT | SEC-registered investment adviser |
| Breakthrough Properties | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Breakwater Capital Group | Dedham, MA | Paramus, NJ | SEC-registered investment adviser |
| Bridgeport Financial Solutions | Boxborough, MA | Phoenix, AZ | SEC-registered investment adviser |
| Bridges Fund Management Limited | Boston, MA | London, United Kingdom | Exempt reporting adviser |
| Brighton Jones LLC | Boston, MA | Seattle, WA | SEC-registered investment adviser |
| Brookfield Asset Management PIC Canada, LP | Marlborough, MA | Toronto, Ontario, Canada | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Newton, MA | Wheaton, IL | SEC-registered investment adviser |
| Brown Advisory | Boston, MA | Baltimore, MD | SEC-registered investment adviser |
| Brown Advisory Investment Solutions Group LLC | Boston, MA | Baltimore, MD | SEC-registered investment adviser |
| BSP NY LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Calera Capital Advisors, LP | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Calvert Research and Management | Boston, MA | Washington, DC | SEC-registered investment adviser |
| Calvert Street Capital Partners, Inc. | Newton Centre, MA | Towson, MD | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Andover, MA | Fairfield, IA | SEC-registered investment adviser |
| Cannon Beach Financial Advisors | Brookline, MA | San Ramon, CA | SEC-registered investment adviser |
| Capacuity LLC | Braintree, MA | Lake Mary, FL | SEC-registered investment adviser |
| Capital Analysts | Braintree, MA | Fort Washington, PA | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Boston, MA | Glen Allen, VA | SEC-registered investment adviser |
| Capstone Investment Advisors, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Captrust | Boston, MA | Raleigh, NC | SEC-registered investment adviser |
| Casdin Capital, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Cbre Investment Management | Boston, MA | New York, NY | SEC-registered investment adviser |
| Cbre Investment Management Indirect Limited | Boston, MA | London, United Kingdom | SEC-registered investment adviser |
| Ceres Partners, LLC | Hingham, MA | South Bend, IN | SEC-registered investment adviser |
| Cerity Partners LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Charles Schwab Investment Management, Inc | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Citadel Advisors LLC | Boston, MA | Miami, FL | SEC-registered investment adviser |
| Citigroup Global Markets Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Citizens Private Wealth | Boston, MA | Tarrytown, NY | SEC-registered investment adviser |
| Citizens Securities, Inc. | Boston, MA | Johnston, RI | SEC-registered investment adviser |
| Clarion Partners | Boston, MA | New York, NY | SEC-registered investment adviser |
| Clark & Stuart Inc | South Hamilton, MA | Portland, ME | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Quincy, MA | Minneapolis, MN | SEC-registered investment adviser |
| Coastal Bridge Advisors | Hingham, MA | Westport, CT | SEC-registered investment adviser |
| Cogentblue | Glouster, MA | Knoxville, TN | SEC-registered investment adviser |
| Cohen Investment Advisors, LLC | Amesbury, MA | Bedford, NH | SEC-registered investment adviser |
| Coinfund Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Concentric | Boston, MA | Walnut Creek, CA | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Duxbury, MA | Woodbury, NY | SEC-registered investment adviser |
| Corient | Boston, MA | Miami, FL | SEC-registered investment adviser |
| Corient SHC Partners (US) LP | Boston, MA | Philadelphia, PA | SEC-registered investment adviser |
| Corient SHC Wealth Management (US) LP | Boston, MA | Philadelphia, PA | SEC-registered investment adviser |
| Corinthian Capital Group, LLC | Hingham, MA | New York, NY | SEC-registered investment adviser |
| Creative Planning | Boston, MA | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Boston, MA | Newport Beach, CA | SEC-registered investment adviser |
| Crescent Cap Advisors, LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Crescent Cap NT Advisors, LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Crescent Capital BDC, Inc. | Boston, MA | Los Angeles, CA | Exempt reporting adviser |
| Crescent Capital Group LP | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Crossmark Global Investments, Inc. | Boston, MA | Houston, TX | SEC-registered investment adviser |
| Crosspoint Capital Partners, LP | Boston, MA | Menlo Park, CA | SEC-registered investment adviser |
| CS Planning Corp | Boston, MA | Portland, OR | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Newton, MA | Clearwater, FL | SEC-registered investment adviser |
| Cutter Financial Group LLC | Duxbury, MA | Falmouth, MA | SEC-registered investment adviser |
| CW Investment Advisers, LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| D. E. Shaw & Co., L.P. | Wellesley, MA | New York, NY | SEC-registered investment adviser |
| Dahab Associates Inc | Franklin, MA | Bay Shore, NY | SEC-registered investment adviser |
| DAI Wealth, LLC | Hingham, MA | Atlanta, GA | SEC-registered investment adviser |
| Dakota Wealth, LLC | Newton, MA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Deerpath Capital Management, LP | Boston, MA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Deutsche Bank Securities Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Digitalis Ventures, LLC | Boston, MA | New York, NY | Exempt reporting adviser |
| Divco West Real Estate Services, LLC | Cambridge, MA | San Francisco, CA | SEC-registered investment adviser |
| Diversify Advisory Services, LLC | Burlington, MA | South Jordan, UT | SEC-registered investment adviser |
| Downtown Wealth Studios, LLC | Cambridge, MA | Miami, FL | SEC-registered investment adviser |
| Dunham Lane Capital Partners LLC | Hingham, MA | Greenwich, CT | SEC-registered investment adviser |
| DWS Investment Management Americas, Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Eagle Strategies LLC | Waltham, MA | New York, NY | SEC-registered investment adviser |
| Eaton Vance Advisers International Ltd. | Boston, MA | London, United Kingdom | SEC-registered investment adviser |
| Echo Health Ventures LLC | Cambridge, MA | Durham, NC | Exempt reporting adviser |
| Edelman Financial Engines | Boston, MA | Santa Clara, CA | SEC-registered investment adviser |
| Edward Jones | Needham, MA | St. Louis, MO | SEC-registered investment adviser |
| Elyxium Wealth LLC | Boston, MA | Beverly Hills, CA | SEC-registered investment adviser |
| Empower Advisory Group, LLC | Boston, MA | Greenwood Village, CO | SEC-registered investment adviser |
| Energize Capital LLC | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Energy Impact Partners LP | Boston, MA | New York, NY | SEC-registered investment adviser |
| Engineers Gate Manager LP | Lexington, MA | New York, NY | SEC-registered investment adviser |
| EP Wealth Advisors | Newburyport, MA | Torrance, CA | SEC-registered investment adviser |
| EQT Partners Inc. | Waltham, MA | New York, NY | SEC-registered investment adviser |
| Equita Financial Network, Inc. | Marshfield, MA | Fort Washington, PA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Wellesley, MA | New York, NY | SEC-registered investment adviser |
| Equitycompass Investment Management, LLC | Boston, MA | Baltimore, MD | SEC-registered investment adviser |
| Exodus Wealth, LLC | Londonderry, NH | Fort Lauderdale, FL | SEC-registered investment adviser |
| F/M Investments LLC | Boston, MA | Washington, DC | SEC-registered investment adviser |
| Factor Investing Group | Boston, MA | Westborough, MA | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Boston, MA | Ontario, CA | SEC-registered investment adviser |
| Federated Advisory Services Company | Boston, MA | Pittsburgh, PA | SEC-registered investment adviser |
| Federated Global Investment Management Corp. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Federated Securities Corp. | Boston, MA | Pittsburgh, PA | SEC-registered investment adviser |
| Fiam LLC | Boston, MA | Smithfield, RI | SEC-registered investment adviser |
| Fiducient Advisors LLC | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Fiera Capital Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Fine Capital Partners, L.P. | Hingham, MA | New York, NY | SEC-registered investment adviser |
| First Affirmative Financial Network LLC | Newton, MA | Colorado Springs, CO | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Boston, MA | Raleigh, NC | SEC-registered investment adviser |
| First Heartland Consultants, Inc. | Londonderry, NH | Lake St. Louis, MO | SEC-registered investment adviser |
| First Trust Advisors LP | Boston, MA | Wheaton, IL | SEC-registered investment adviser |
| Fisher Lynch Capital, LLC | Boston, MA | Burlingame, CA | SEC-registered investment adviser |
| Flexstone Partners, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Boston, MA | St. Louis, MO | SEC-registered investment adviser |
| Fontinalis Partners, LLC | Boston, MA | Detroit, MI | Exempt reporting adviser |
| Fortis Capital Advisors, LLC | Hingham, MA | Prairie Village, KS | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Salem, NH | Towson, MD | SEC-registered investment adviser |
| Foundersx Ventures, LLC | Cambridge, MA | Menlo Park, CA | Exempt reporting adviser |
| FOW Partners, LP | Boston, MA | Portland, ME | SEC-registered investment adviser |
| Franklin Advisers, Inc. | Boston, MA | San Mateo, CA | SEC-registered investment adviser |
| Fred Alger Management, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Frontline Bioventures (hong Kong) Limited | Boston, MA | Hong Kong, Hong Kong | Exempt reporting adviser |
| FS/KKR Advisor, LLC | Boston, MA | Philadelphia, PA | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Boston, MA | Rolling Meadows, IL | SEC-registered investment adviser |
| Garda Capital Partners | Boston, MA | Wayzata, MN | SEC-registered investment adviser |
| Gateway Investment Advisers, LLC | Boston, MA | Cincinnati, OH | SEC-registered investment adviser |
| Generation Capital Management LLC | Boston, MA | Pittsford, NY | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Hingham, MA | Alpharetta, GA | SEC-registered investment adviser |
| GID Multifamily Investment Management LLC | Boston, MA | Atlanta, GA | SEC-registered investment adviser |
| Gladstone Wealth Partners | Needham, MA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Glenwood Investment Group, LLC | North Andover, MA | Manchester, NH | SEC-registered investment adviser |
| GLG LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Global Retirement Partners LLC | Boston, MA | San Rafael, CA | SEC-registered investment adviser |
| Global Strategic Risk Management, LLC | Boston, MA | Providence, RI | SEC-registered investment adviser |
| Globeflex Capital LP | Boston, MA | San Diego, CA | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Asset Management, L.P. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Boston, MA | Cohoes, NY | SEC-registered investment adviser |
| Great Elm Capital Management, LLC | Boston, MA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Great Oak Capital Partners, LLC | Plymouth, MA | South Easton, MA | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Braintree, MA | Berwyn, PA | SEC-registered investment adviser |
| Green Cities Investment Management, LLC | Boston, MA | Portland, OR | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Boston, MA | Charleston, SC | SEC-registered investment adviser |
| Grimes & Company | East Walpole, MA | Westborough, MA | SEC-registered investment adviser |
| Guardian Wealth Advisors, LLC | Danvers, MA | Raleigh, NC | SEC-registered investment adviser |
| H.I.G. Capital, LLC | Boston, MA | Miami, FL | SEC-registered investment adviser |
| Harbor Capital Advisors, Inc. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Headway Capital Partners LLP | Concord, MA | London, United Kingdom | Exempt reporting adviser |
| Healthcare Royalty Management, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Healthview Asset Management, Inc. | Middleton, MA | Pittsburgh, PA | SEC-registered investment adviser |
| Hennessy Advisors, Inc. | Boston, MA | Novato, CA | SEC-registered investment adviser |
| Hercules Adviser LLC | Boston, MA | San Mateo, CA | SEC-registered investment adviser |
| Highlandx | Boston, MA | Menlo Park, CA | Exempt reporting adviser |
| Hightower Advisors, LLC | Brookline, MA | Chicago, IL | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Boston, MA | Houston, TX | SEC-registered investment adviser |
| Hobe Mountain Capital Management LLC | Needham, MA | West Palm Beach, FL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Burlington, MA | Conshohocken, PA | SEC-registered investment adviser |
| Housatonic Partners | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Norwell, MA | Austin, TX | SEC-registered investment adviser |
| ICE Data Pricing & Reference Data, LLC | Bedford, MA | New York, NY | SEC-registered investment adviser |
| IEQ Capital, LLC | Boston, MA | Foster City, CA | SEC-registered investment adviser |
| IHT Wealth Management LLC | Braintree, MA | Chicago, IL | SEC-registered investment adviser |
| IMA Advisory Services, Inc. | Newton, MA | Denver, CO | SEC-registered investment adviser |
| Independence Financial Advisors, LLC | Rochester, NH | Franklin, NH | SEC-registered investment adviser |
| Independent Financial Partners | Portsmouth, NH | Tampa, FL | SEC-registered investment adviser |
| Independent Wealth Network, Inc. | Portsmouth, NH | Urbandale, IA | SEC-registered investment adviser |
| Inflection Capital Management, LLC | Hingham, MA | San Francisco, CA | SEC-registered investment adviser |
| Insight Investment | Boston, MA | New York, NY | SEC-registered investment adviser |
| Insigneo Advisory Services, LLC | Boston, MA | Miami, FL | SEC-registered investment adviser |
| Institutional Shareholder Services Inc. | Boston, MA | Rockville, MD | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Boston, MA | Dallas, TX | SEC-registered investment adviser |
| International Assets Investment Management, LLC | Hanover, MA | Orlando, FL | SEC-registered investment adviser |
| Invesco Advisers, Inc. | Boston, MA | Atlanta, GA | SEC-registered investment adviser |
| Invesco Managed Accounts, LLC | Boston, MA | Seattle, WA | SEC-registered investment adviser |
| Investment Advisory Group LLC | Hanover, MA | Sarasota, FL | SEC-registered investment adviser |
| Ironwood Capital Advisors LLC | Boston, MA | Avon, CT | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Jamestown, L.P. | Boston, MA | Atlanta, GA | SEC-registered investment adviser |
| Janney Montgomery Scott LLC | Boston, MA | Philadelphia, PA | SEC-registered investment adviser |
| January Capital Advisors LLC | Portsmouth, NH | San Francisco, CA | SEC-registered investment adviser |
| Janus Henderson Investors | Boston, MA | Denver, CO | SEC-registered investment adviser |
| Jefferies Research Services LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Jennison Associates | Boston, MA | New York, NY | SEC-registered investment adviser |
| Johnson Brunetti | Franklin, MA | Wethersfield, CT | SEC-registered investment adviser |
| Jordan Park Group LLC | Portsmouth, NH | San Francisco, CA | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| KBI Global Investors (north America) Ltd | Boston, MA | Dublin 1, Ireland | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Boston, MA | Austin, TX | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Burlington, MA | Austin, TX | SEC-registered investment adviser |
| Khosla Ventures, LLC | Boston, MA | Menlo Park, CA | Exempt reporting adviser |
| Kimmeridge Energy Management Company, LLC | Wellesley Hills, MA | New York, NY | SEC-registered investment adviser |
| Kinetic Investment Management, Inc. | Hampton, NH | Los Angeles, CA | SEC-registered investment adviser |
| KKR Credit Advisors (US) LLC | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Knights of Columbus Asset Advisors LLC | Boston, MA | New Haven, CT | SEC-registered investment adviser |
| Knightsbridge Advisers LLC | Belmont, MA | Bartlesville, OK | SEC-registered investment adviser |
| Kohlberg & Company | Concord, MA | Mount Kisco, NY | SEC-registered investment adviser |
| Kohlberg Kravis Roberts & Co. L.P. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Kovack Advisors, Inc. | Plymouth, MA | Ft. Lauderdale, FL | SEC-registered investment adviser |
| Lazard Asset Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Leucadia Asset Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Lexington Advisors LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Lexington Partners L.P. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Lido | Wellesley, MA | Los Angeles, CA | SEC-registered investment adviser |
| Lifeworks Advisors, LLC | Danvers, MA | Grand Rapids, MI | SEC-registered investment adviser |
| Lightstone Ventures | Boston, MA | Portola Valley, CA | Exempt reporting adviser |
| Lincoln Investment | Braintree, MA | Fort Washington, PA | SEC-registered investment adviser |
| Locker Financial Services, LLC | Needham, MA | Verona, NJ | SEC-registered investment adviser |
| Long Path Partners, LP | Boston, MA | Stamford, CT | SEC-registered investment adviser |
| Longitude Capital Management Co., LLC | Boston, MA | Menlo Park, CA | SEC-registered investment adviser |
| LPL Enterprise, LLC | Wakefield, MA | Fort Mill, SC | SEC-registered investment adviser |
| LPL Financial LLC | Boston, MA | Fort Mill, SC | SEC-registered investment adviser |
| Lumira Ventures | Boston, MA | Toronto, Ontario, Canada | Exempt reporting adviser |
| M-One Capital | Wellesley, MA | Omaha, NE | SEC-registered investment adviser |
| MAI Capital Management, LLC | Burlington, MA | Cleveland, OH | SEC-registered investment adviser |
| Main Capital Partners B.V. | Boston, MA | The Hague, Netherlands | Exempt reporting adviser |
| Main Street Financial Solutions, LLC | Manchester, MA | Newtown, PA | SEC-registered investment adviser |
| Makarora | Boston, MA | New York, NY | SEC-registered investment adviser |
| MAN Solutions LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Manulife Investment Management (north America) Limited | Boston, MA | Toronto, On, Canada | SEC-registered investment adviser |
| Mariner | Cambridge, MA | Overland Park, KS | SEC-registered investment adviser |
| Mariner | Boston, MA | Overland Park,, KS | SEC-registered investment adviser |
| Mariner Independent | Wellesley, MA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Institutional, LLC | Rockland, MA | Winter Park, FL | SEC-registered investment adviser |
| Maripau Wealth Management LLC | Danvers, MA | Fort Wayne, IN | SEC-registered investment adviser |
| Marshall Wace North America L.P. | Cambridge, MA | New York, NY | SEC-registered investment adviser |
| McAdam LLC | Boston, MA | Radnor, PA | SEC-registered investment adviser |
| Meketa Capital, LLC | Westwood, MA | Denver, CO | SEC-registered investment adviser |
| Meketa Fiduciary Management, LLC | Westwood, NY | Carlsbad, CA | SEC-registered investment adviser |
| Mellon Investments Corporation | Boston, MA | Pittsburgh, PA | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Waltham, MA | Denver, CO | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | New York, NY | SEC-registered investment adviser |
| Milestone Financial Planning, LLC | Stratham, NH | Bedford, NH | SEC-registered investment adviser |
| Millennium Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Dedham, MA | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| MML Investment Advisers, LLC | Boston, MA | Springfield, MA | SEC-registered investment adviser |
| MML Investors Services, LLC | Boston, MA | Springfield, MA | SEC-registered investment adviser |
| Modera Wealth Management, LLC | Boston, MA | Westwood, NJ | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Natick, MA | Dallas, TX | SEC-registered investment adviser |
| Moneta Group Investment Advisors, LLC | Wellesley, MA | St. Louis, MO | SEC-registered investment adviser |
| Money Concepts Advisory Service | Boston, MA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Monticello Associates, LLC | Boston, MA | Denver, CO | SEC-registered investment adviser |
| Morgan Stanley | Boston, MA | Purchase, NY | SEC-registered investment adviser |
| Morgan Stanley AIP GP LP | Boston, MA | West Conshohocken, PA | SEC-registered investment adviser |
| Morgan Stanley Investment Management Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Morgan Stanley Investment Management Limited | Boston, MA | London, United Kingdom | SEC-registered investment adviser |
| Morgan Stanley | Eaton Vance CLO Manager LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| MPE Partners | Boston, MA | Cleveland, OH | SEC-registered investment adviser |
| Mutual Advisors, LLC | Newton, MA | Omaha, NE | SEC-registered investment adviser |
| MW Advisor, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Napier Park Global Capital (US) LP | Boston, MA | New York, NY | SEC-registered investment adviser |
| NB Alternatives Advisers LLC | Boston, MA | Dallas, TX | SEC-registered investment adviser |
| Needham & Company, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Neuberger Berman Investment Advisers LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| New Edge Wealth | Portsmouth, NH | Stamford, CT | SEC-registered investment adviser |
| New Era Capital GP Ltd. | Newton, MA | Tel Aviv-Jaffa, Israel | Exempt reporting adviser |
| Newedge Advisors | Arlington, MA | New Orleans, LA | SEC-registered investment adviser |
| Nomura Capital Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Nomura Investment Management Business Trust | Boston, MA | Philadelphia, PA | SEC-registered investment adviser |
| Nordwand Advisors | Cambridge, MA | Radnor, PA | SEC-registered investment adviser |
| Nordwand Investments, LLC | Cambridge, MA | Radnor, PA | SEC-registered investment adviser |
| Northeast Planning Associates, Inc. | Canton, MA | Bedford, NH | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Northpond Ventures, LLC | Cambridge, MA | Bethesda, MD | Exempt reporting adviser |
| Northstar Financial Companies, Inc. | Mattapoisett, MA | Conshohocken, PA | SEC-registered investment adviser |
| Nottingham Advisors Inc. | Woburn, MA | Amherst, NY | SEC-registered investment adviser |
| Novem Group | Topsfield, MA | Rochester, NY | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Newton, MA | Indianapolis, IN | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Beverly, MA | Birmingham, AL | SEC-registered investment adviser |
| Onedigital | Danvers, MA | Overland Park, KS | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Burlington, MA | Parsippany, NJ | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Optima Asset Management LP | Boston, MA | New York, NY | SEC-registered investment adviser |
| Osaic Institutions, Inc. | Canton, MA | Meriden, CT | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Needham Heights, MA | Scottsdale, AZ | SEC-registered investment adviser |
| Owl Ventures | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Pacific Heights Asset Management, LLC | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Pamplona Capital Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Parabellum Capital LLC | Newton, MA | New York, NY | SEC-registered investment adviser |
| Parametric Portfolio Associates | Boston, MA | Seattle, WA | SEC-registered investment adviser |
| Park Avenue Securities LLC | Needham, MA | New York, NY | SEC-registered investment adviser |
| Parthenon Capital Partners | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Partners for Growth | Boston, MA | Tiburon, CA | SEC-registered investment adviser |
| Pathstone | Boston, MA | Englewood, NJ | SEC-registered investment adviser |
| Payden & Rygel | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| PDT Partners, LLC | Newton, MA | New York, NY | SEC-registered investment adviser |
| Peak Altitude Partners, LP | Wellesley, MA | New York, NY | SEC-registered investment adviser |
| Peak Wealth Management LLC | Melrose, MA | Nashua, NH | SEC-registered investment adviser |
| Personal CFO Solutions LLC | Concord, MA | Chester, NJ | SEC-registered investment adviser |
| Pinebridge Investments LLC | Hingham, MA | New York, NY | SEC-registered investment adviser |
| Pinnacle Investments, LLC | Malden, MA | East Syracuse, NY | SEC-registered investment adviser |
| Plante Moran Financial Advisors | Wakefield, MA | Southfield, MI | SEC-registered investment adviser |
| Platinum Equity Advisors, LLC | Dedham, MA | Beverly Hills, CA | SEC-registered investment adviser |
| Polen Capital Management, LLC | Boston, MA | Boca Raton, FL | SEC-registered investment adviser |
| Polen International Equity LLC | Waltham, MA | Boca Raton, FL | SEC-registered investment adviser |
| Polymer Capital Management (US), LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Power Innovation Partners, L.P. | Boston, MA | New York, NY | SEC-registered investment adviser |
| Prosperity - an Eisneramper Company | Boston, MA | Owings Mills, MD | SEC-registered investment adviser |
| Providence Equity Partners L.L.C. | Boston, MA | Providence, RI | SEC-registered investment adviser |
| Quantinno Capital Management LP | Boston, MA | New York, NY | SEC-registered investment adviser |
| Quantonation Ventures SAS | Boston, MA | Paris, France | Exempt reporting adviser |
| R M Davis Inc | Portsmouth, NH | Portland, ME | SEC-registered investment adviser |
| R.W. Roge & Company, Inc | Beverly, MA | Bohemia, NY | SEC-registered investment adviser |
| Rafferty Asset Management, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Portsmouth, NH | St. Petersburg, FL | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| RBC Global Asset Management (U.S.) Inc. | Boston, MA | Minneapolis, MN | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Peabody, MA | Kentwood, MI | SEC-registered investment adviser |
| Retirement and Wealth at Alliant, LLC | Boston, MA | Wayne, PA | SEC-registered investment adviser |
| Revere Wealth Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| RFG Advisory, LLC | Pembroke, MA | Vestavia Hills, AL | SEC-registered investment adviser |
| Rise Private Wealth Management | Portsmouth, NH | Bedford, NH | SEC-registered investment adviser |
| Robeco Institutional Asset Management US Inc | Boston, MA | New York, NY | SEC-registered investment adviser |
| Robertson Stephens | Lincoln, MA | San Francisco, CA | SEC-registered investment adviser |
| Robinson Smith Wealth Advisors, LLC | Portsmouth, NH | South Portland, ME | SEC-registered investment adviser |
| Rockefeller Capital Management | Boston, MA | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Boston, MA | New York, NY | SEC-registered investment adviser |
| Rreef America L.L.C. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| S2G Investments, LLC | Cambridge, MA | Chicago, IL | SEC-registered investment adviser |
| Sagebroadview Wealth Management, LLC | Burlington, MA | Farmington, CT | SEC-registered investment adviser |
| Saluda Grade Asset Management LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Portsmouth, NH | Miami, FL | SEC-registered investment adviser |
| Sandhill Investment Management | Medway, MA | Buffalo, NY | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Boston, MA | Nashville, TN | SEC-registered investment adviser |
| Sante Ventures | Boston, MA | Austin, TX | Exempt reporting adviser |
| Savant Wealth Management | Rockland, MA | Rockford, IL | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Segal Marco Advisors | Boston, MA | New York, NY | SEC-registered investment adviser |
| Seia | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Burlington, MA | Akron, OH | SEC-registered investment adviser |
| Seven Mile Advisory LLC | Foxborough, MA | Tallahassee, FL | SEC-registered investment adviser |
| Sigma Prime Ventures, LLC | Boston, MA | Campbell, CA | Exempt reporting adviser |
| Siguler Guff Advisers LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Silvercrest Asset Management Group LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Simplicity Wealth | Boston, MA | Summit, NJ | SEC-registered investment adviser |
| Sixth Street Advisers, LLC | Boston, MA | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Lending Partners Advisers, LLC | Boston, MA | Dallas, TX | SEC-registered investment adviser |
| Sixth Street Specialty Lending Advisers, LLC | Boston, MA | Dallas, TX | SEC-registered investment adviser |
| Sofinnova Investments, Inc. | Boston, MA | Menlo Park, CA | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Boston, MA | St. George, UT | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Londonderry, NH | Fort Lauderdale, FL | SEC-registered investment adviser |
| South Bay Partners LLC | Boston, MA | South San Francisco, CA | Exempt reporting adviser |
| ST. Bernard Financial Services, Inc. | Woodland Hills, CA | Russellville, AR | SEC-registered investment adviser |
| ST. Germain Investment Management | Plymouth, MA | Springfield, MA | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Andover, MA | Stamford, CT | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Boston, MA | St Louis, MO | SEC-registered investment adviser |
| Stirling Financial Group | Portsmouth, NH | San Diego, CA | SEC-registered investment adviser |
| Stone-Goff Partners | Boston, MA | New York, NY | SEC-registered investment adviser |
| Strategic Wealth Partners, Ltd. | Wellesley, MA | Independence, OH | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Rockland, MA | Beachwood, OH | SEC-registered investment adviser |
| Success Wealth Management LLC | Medford, MA | Wexford, PA | SEC-registered investment adviser |
| Summit Trail Advisors, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| SVB Asset Management | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| TB Early Management Limited | Boston, MA | Grand Cayman, Cayman Islands | Exempt reporting adviser |
| TB Management Holdings Limited | Boston, MA | Grand Cayman, Cayman Islands | Exempt reporting adviser |
| TCW Asset Management Company LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| TCW Investment Management Company LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| TCW PT Management Company LLC | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Andover, MA | New York, NY | SEC-registered investment adviser |
| Ten Eleven Ventures, LLC | Boston, MA | Burlingame, CA | Exempt reporting adviser |
| Tetragon Partners L.P. | Boston, MA | New York, NY | SEC-registered investment adviser |
| The Ambrus Group LLC | Boston, MA | Tampa, FL | SEC-registered investment adviser |
| The Ameriflex Group | Plymouth, MA | Las Vegas, NV | SEC-registered investment adviser |
| The Fiduciary Alliance | Andover, MA | Greenville, SC | SEC-registered investment adviser |
| The L. Warner Companies, Inc | Duxbury, MA | Timonium, MD | SEC-registered investment adviser |
| The Mather Group, LLC | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Tiff Investment Management | Boston, MA | Radnor, PA | SEC-registered investment adviser |
| Tiff Investment Management | Boston, MA | Radnor, PA | SEC-registered investment adviser |
| Timberland Investment Resources, LLC | Brookline, MA | Atlanta, GA | SEC-registered investment adviser |
| Tishman Speyer Properties, L.P. | Boston, MA | New York, NY | SEC-registered investment adviser |
| TLG Advisors, Inc. | Boston, ME | Summit, NJ | SEC-registered investment adviser |
| Top Tier Capital Partners, LLC | Boston, MA | San Francisco, CA | SEC-registered investment adviser |
| Towers Watson Investment Services, Inc. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| Transatlantique Private Wealth LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| Transglobal Advisory, LLC | Newton, MA | Monrovia, CA | SEC-registered investment adviser |
| TRG Management LP | Boston, MA | New York, NY | SEC-registered investment adviser |
| Trilogy Capital, Inc. | Hingham, MA | Irvine, CA | SEC-registered investment adviser |
| Triplepoint Advisers LLC | Boston, MA | Menlo Park, CA | SEC-registered investment adviser |
| Trust Advisory Group Ltd | Holliston, MA | Birmingham, AL | SEC-registered investment adviser |
| Tudor Investment Corporation | Brookline, MA | Stamford, CT | SEC-registered investment adviser |
| UBS Financial Services Inc. | Boston, MA | Weehawken, NJ | SEC-registered investment adviser |
| Unusual Ventures | Boston, MA | Menlo Park, CA | Exempt reporting adviser |
| USI Advisors | Woburn, MA | Glastonbury, CT | SEC-registered investment adviser |
| USI Securities, Inc. | Woburn, MA | Glastonbury, CT | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Wakefield, MA | Houston, TX | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Gloucester, MA | Akron, OH | SEC-registered investment adviser |
| Valpey Financial Services LLC | Dover, NH | Concord, NH | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Hudson, MA | Woodbury, NY | SEC-registered investment adviser |
| Varagon Capital Partners, L.P. | Dedham, MA | New York, NY | SEC-registered investment adviser |
| VCC Advisors, LLC | Dedham, MA | New York, NY | SEC-registered investment adviser |
| Verdence Capital Advisors, LLC | Concord, MA | Hunt Valley, MD | SEC-registered investment adviser |
| Veris Wealth Partners, LLC | Portsmouth, NH | Oakland, CA | SEC-registered investment adviser |
| Verition Fund Management LLC | Boston, MA | Greenwich, CT | SEC-registered investment adviser |
| Verus Capital Partners, LLC | Marlborough, MA | Scottsdale, AZ | SEC-registered investment adviser |
| Victory Capital Management Inc. | Boston, MA | San Antonio, TX | SEC-registered investment adviser |
| Vida Ventures Advisors | Boston, MA | Los Angeles, CA | Exempt reporting adviser |
| Vida Ventures Management | Boston, MA | Los Angeles, CA | Exempt reporting adviser |
| Virtue Capital Management, LLC | Rockland, MA | Brentwood, TN | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Boston, MA | Windsor, CT | SEC-registered investment adviser |
| Voya Retirement Advisors, LLC | Boston, MA | Windsor, CT | SEC-registered investment adviser |
| Walleye Capital LLC | Boston, MA | Wayzata, MN | SEC-registered investment adviser |
| Washington Capital Management Inc | Boston, MA | Seattle, WA | SEC-registered investment adviser |
| Waverly Advisors, LLC | Boston, MA | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Boston, MA | Plymouth, MN | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Boston, MA | Aliso Viejo, CA | SEC-registered investment adviser |
| West Branch Capital LLC | Hingham, MA | Amherst, MA | SEC-registered investment adviser |
| Westcap Management, LLC | Rye, NH | San Francisco, CA | SEC-registered investment adviser |
| Westminster Financial Advisory Corp | Andover, MA | Beavercreek, OH | SEC-registered investment adviser |
| Westwood Global Investments | Boston, MA | Park City, UT | SEC-registered investment adviser |
| William Blair & Company L.L.C. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| William Blair Investment Management, LLC | Boston, MA | Chicago, IL | SEC-registered investment adviser |
| William O'Neil + Company | Boston, MA | Los Angeles, CA | SEC-registered investment adviser |
| Wilmington Trust Investment Advisors, Inc. | Boston, MA | Wilmington, DE | SEC-registered investment adviser |
| Wilmington Trust Investment Management | Boston, MA | Wilmington, DE | SEC-registered investment adviser |
| Windjammer Capital Investors | Waltham, MA | Newport Beach, CA | SEC-registered investment adviser |
| Wolfe Research Advisors, LLC | Boston, MA | New York, NY | SEC-registered investment adviser |
| World Investment Advisors, LLC | Plymouth, MA | Lincroft, NJ | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Boston, MA | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 12 firms list an office in Boston, MA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Account Management, LLC | Hingham, MA | SEC-registered investment adviser |
| Black Knight Wealth Management, LLC | Boston, MA | SEC-registered investment adviser |
| Carlisle Tax Credit Advisors | Lowell, MA | SEC-registered investment adviser |
| Clark Asset Management, LLC | Andover, MA | SEC-registered investment adviser |
| Elevation Wealth Management | Boston, MA | SEC-registered investment adviser |
| Farley Capital | Portsmouth, NH | SEC-registered investment adviser |
| Financial Transparency | Peabody, MA | SEC-registered investment adviser |
| Kailash Capital Research LLC | Waltham, MA | SEC-registered investment adviser |
| L2 Asset Management, LLC | Waltham, MA | SEC-registered investment adviser |
| M3 Advisory Group, LLC | Boston, MA | SEC-registered investment adviser |
| Plum Street Advisors, LLC | Newton, MA | SEC-registered investment adviser |
| Thayer Partners LLC | Cambridge, MA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Boston, MA, headquartered elsewhere. https://advisorcensus.com/advisors/ma/boston/branch-offices https://advisorcensus.com/advisors/ma/boston/branch-offices