AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / Morgan Stanley
Financial advisors in Boston, MA using Morgan Stanley
13 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alphasimplex Group, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Concordia Wealth Management, LLC | Concord | SEC-registered investment adviser | $100 million to $500 million |
| Cormorant Asset Management, LP | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Eventide Asset Management, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Felis Advantage, LP | Boston | SEC-registered investment adviser | $100 million to $500 million |
| Hite Hedge Asset Management LLC | Braintree | SEC-registered investment adviser | $1 billion to $5 billion |
| Monashee Investment Management, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Northstar Asset Management, Inc | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Putnam Investment Management, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Silverarc Capital Management, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Summit Partners Public Asset Management, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Tensor Edge Capital, LLC | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| The Bollard Group LLC | Boston | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Morgan Stanley nationwide
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