AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / Raymond James & Associates, Inc.
Financial advisors in Boston, MA using Raymond James & Associates, Inc.
4 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1620 Investment Advisors, Inc. | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Charles River Wealth Management, LLC | Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Nefpg | Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Park State Asset Management LLC | Beverly | SEC-registered investment adviser | $100 million to $500 million |
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. Raymond James & Associates, Inc. nationwide
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