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Largest SEC-Registered Investment Advisors (RIAs) in Massachusetts

Largest SEC-Registered Investment Advisors (RIAs) in Massachusetts

As of July 2024, per latest ADV filings

1. FIDELITY MANAGEMENT & RESEARCH COMPANY LLC

Assets Under Management: $3,964,385,404,654

Client Accounts:  31,349

2. WELLINGTON MANAGEMENT COMPANY LLP

Assets Under Management: $1,282,732,502,947

Client Accounts:  1,559

3. GEODE CAPITAL MANAGEMENT, LLC

Assets Under Management: $1,062,795,395,069

Client Accounts:  172

4. SSGA FUNDS MANAGEMENT, INC.

Assets Under Management: $1,014,331,002,469

Client Accounts:  246

5. STRATEGIC ADVISERS LLC

Assets Under Management: $824,740,096,815

Client Accounts:  1,965,880

6. FIDELITY PERSONAL AND WORKPLACE ADVISORS

Assets Under Management: $818,776,100,963

Client Accounts:  1,991,043

7. MELLON INVESTMENTS CORPORATION

Assets Under Management: $674,158,830,515

Client Accounts:  502

8. MFS INVESTMENT MANAGEMENT

Assets Under Management: $454,325,314,664

Client Accounts:  344

9. COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Assets Under Management: $427,057,574,198

Client Accounts:  5,495

10. LOOMIS, SAYLES & COMPANY, L.P.

Assets Under Management: $301,378,322,996

Client Accounts:  20,445

11. CAMBRIDGE ASSOCIATES, LLC

Assets Under Management: $281,965,202,879

Client Accounts:  556

12. ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

Assets Under Management: $216,586,078,465

Client Accounts:  151

13. JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Assets Under Management: $189,588,843,467

Client Accounts:  28,802

14. MANULIFE INVESTMENT MANAGEMENT (US) LLC

Assets Under Management: $188,781,027,999

Client Accounts:  3,809

15. COMMONWEALTH FINANCIAL NETWORK

Assets Under Management: $177,031,841,416

Client Accounts: 623,075

16. HARBOURVEST PARTNERS, LLC

Assets Under Management: $151,348,655,160

Client Accounts: 281

17. MERCER INVESTMENTS LLC

Assets Under Management: $129,785,696,503

Client Accounts: 390

18. MFS INSTITUTIONAL ADVISORS INC.

Assets Under Management: $128,519,177,590

Client Accounts: 8,586

19. BOSTON MANAGEMENT AND RESEARCH

Assets Under Management: $111,002,081,270

Client Accounts: 70

20. RHUMBLINE ADVISERS

Assets Under Management: $107,610,831,949

Client Accounts: 689

21. ACADIAN ASSET MANAGEMENT

Assets Under Management: $101,657,441,852

Client Accounts: 292

22. AMUNDI ASSET MANAGEMENT US, INC.

Assets Under Management: $99,749,369,030

Client Accounts: 260

23. PUTNAM INVESTMENT MANAGEMENT, LLC

Assets Under Management: $97,851,190,759

Client Accounts: 180

24. INCOME RESEARCH + MANAGEMENT

Assets Under Management: $96,989,577,589

Client Accounts: 922

25. NEPC, LLC

Assets Under Management: $95,392,808,194

Client Accounts: 110

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