AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / UBS Financial Services Inc.
Financial advisors in Boston, MA using UBS Financial Services Inc.
6 SEC-registered investment advisory firms headquartered in the Boston, MA metro area name UBS Financial Services Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Beaton Management Co Inc | Haverhill | SEC-registered investment adviser | $100 million to $500 million |
| Massachusetts Wealth Management, LLC | North Andover | SEC-registered investment adviser | $100 million to $500 million |
| MDT Advisers, a Division of Federated Mdta LLC | Boston | SEC-registered investment adviser | Over $5 billion |
| Trillium Asset Management | Boston | SEC-registered investment adviser | $1 billion to $5 billion |
| Vestmark Advisory Solutions, Inc. | Wakefield | SEC-registered investment adviser | Over $5 billion |
| Wellesley Asset Management, Inc. | Portsmouth | SEC-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. UBS Financial Services Inc. nationwide
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