AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / U.S. Bank National Association
Financial advisors in Boston, MA using U.S. Bank National Association
8 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name U.S. Bank National Association 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 |
| Bain Capital Credit, LP | Boston | SEC-registered investment adviser | Over $5 billion |
| Bain Capital Insurance Solutions, LP | Boston | SEC-registered investment adviser | Over $5 billion |
| Boston Common Asset Management, LLC | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Eventide Asset Management, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Merganser Capital Management, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Nepc, LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Prime Buchholz LLC | Portsmouth | 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. U.S. Bank National Association nationwide
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AdvisorCensus. Financial advisors in Boston, MA using U.S. Bank National Association. https://advisorcensus.com/advisors/ma/boston/custodians/u-s-bank-national-association https://advisorcensus.com/advisors/ma/boston/custodians/u-s-bank-national-association