AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / State Street Bank and Trust Company
Financial advisors in Boston, MA using State Street Bank and Trust Company
34 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name State Street Bank and Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Amundi US | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Aristotle Capital Boston, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Arrowstreet Capital, Limited Partnership | Boston | SEC-registered investment adviser | Over $5 billion |
| Bain Capital Credit, LP | Boston | SEC-registered investment adviser | Over $5 billion |
| Catholic Investment Services, Inc. | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Columbia Management Investment Advisers, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Eaton Vance Management | Boston | SEC-registered investment adviser | Over $5 billion |
| Essex Investment Management Company, LLC | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Fidelity Diversifying Solutions LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Grantham Mayo van Otterloo & Co LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Impax Asset Management LLC | Portsmouth | SEC-registered investment adviser | Over $5 billion |
| Income Research + Management | Boston | SEC-registered investment adviser | Over $5 billion |
| Longfellow Investment Management Co. LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Loomis, Sayles & Company, L.P. | Boston | SEC-registered investment adviser | Over $5 billion |
| Manulife Investment Management (US) LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Meketa Investment Group Inc | Westwood | SEC-registered investment adviser | Over $5 billion |
| MFS Institutional Advisors Inc. | Boston | SEC-registered investment adviser | Over $5 billion |
| MFS Investment Management | Boston | SEC-registered investment adviser | Over $5 billion |
| Millstreet Capital Management LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Moody Aldrich Partners, LLC | Marblehead | SEC-registered investment adviser | $500 million to $1 billion |
| Newton Investment Management North America | Boston | SEC-registered investment adviser | Over $5 billion |
| Numeric Investors LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| P/E Global LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Panagora Asset Management Inc | Boston | SEC-registered investment adviser | Over $5 billion |
| Polen Capital Credit, LLC | Waltham | SEC-registered investment adviser | Over $5 billion |
| Qtron Investments LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Redwood Investments, LLC | Boston | SEC-registered investment adviser | $500 million to $1 billion |
| Rhumbline Advisers | Boston | SEC-registered investment adviser | Over $5 billion |
| Ssga Funds Management, Inc. | Boston | SEC-registered investment adviser | Over $5 billion |
| The Putnam Advisory Company, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Weatherbie Capital, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Wellington Management Company LLP | Boston | SEC-registered investment adviser | Over $5 billion |
| Westfield Capital Management Company, L.P. | Boston | SEC-registered investment adviser | Over $5 billion |
| WGI DM, 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. State Street Bank and Trust Company nationwide
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AdvisorCensus. Financial advisors in Boston, MA using State Street Bank and Trust Company. https://advisorcensus.com/advisors/ma/boston/custodians/state-street-bank-trust https://advisorcensus.com/advisors/ma/boston/custodians/state-street-bank-trust