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AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / State Street Corporation

Financial advisors in Boston, MA using State Street Corporation

6 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name State Street Corporation as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Boston, MA ยท How this list is built

FirmCityRegistrationAssets band
Acadian Asset ManagementBostonSEC-registered investment adviserOver $5 billion
Crawford Fund Management, LLCBostonSEC-registered investment adviser$100 million to $500 million
Frontier Capital Management Co LLCBostonSEC-registered investment adviserOver $5 billion
Merganser Capital Management, LLCBostonSEC-registered investment adviserOver $5 billion
Polaris Capital Management, LLCBostonSEC-registered investment adviserOver $5 billion
Promethos Capital, LLCBostonSEC-registered investment adviser$1 billion to $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. State Street Corporation nationwide

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AdvisorCensus. Financial advisors in Boston, MA using State Street Corporation. https://advisorcensus.com/advisors/ma/boston/custodians/state-street
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