Top 23 Massachusetts Wealth Management Firms
Top 23 Massachusetts Wealth Management Firms
The wealth management industry in Massachusetts encompasses a diverse range of businesses dedicated to managing the wealth of individuals and corporations. These companies offer a myriad of services, from traditional investment and savings planning to more complex matters like estate management, risk mitigation, and retirement planning. They cater to a broad array of clients including high-net-worth individuals, families, businesses, and even institutions. The industry is continuously evolving with technology playing a significant role in providing sophisticated financial solutions. With a mix of global and local firms, the Massachusetts wealth management industry is a robust sector providing key financial stability for its clientele.
Top 23 wealth management companies in Massachusetts
1. Rockland Trust
- Website: rocklandtrust.com
- Headquarters: Rockland, Massachusetts, United States
- Founded: 1907
- Headcount: 1001-5000
- Latest funding type: Ipo
Rockland Trust is a financial institution that offers a wide range of banking services including wealth management, retirement planning, personal insurance, and trust & estate services to individuals, families, and businesses. They provide premier banking services and specialize in meeting the unique needs of professionals. With a focus on customer satisfaction, Rockland Trust is committed to providing excellent financial products and services to its clients.
2. Eaton Vance
- Website: eatonvance.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 1924
- Headcount: 501-1000
- Latest funding type: Acquired
Eaton Vance is a global investment management firm that offers specialized solutions for complex investment challenges. They provide advanced investing and wealth management solutions to financial advisors, high-net-worth individuals, and institutional investors.
3. Baystate Financial
- Website: baystatefinancial.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 1901
- Headcount: 501-1000
Baystate Financial is a financial services company that offers a range of services including financial planning, investment management, and risk management. With a focus on guidance, insight, and results, Baystate helps individuals, families, business owners, executives, healthcare professionals, and IAFF members achieve their financial goals. The company embraces diversity and is committed to providing exceptional service to its clients. Baystate Financial offers a comprehensive suite of financial solutions to help clients achieve the life they envision. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC.
4. GW & Wade, LLC
- Website: gwwade.com
- Headquarters: Wellesley, Massachusetts, United States
- Founded: 1986
- Headcount: 51-200
GW & Wade is a financial services company with over 80 professionals, offering asset management, tax planning, and financial planning services. They specialize in helping individuals, families, entrepreneurs, and retirees achieve their financial goals.
5. Adviser
- Website: adviserinvestments.com
- Headquarters: Newton, Massachusetts, United States
- Founded: 1994
- Headcount: 51-200
AdviserInvestments is a financial planning and investment management firm that offers tailored wealth management solutions. With a focus on individual clients, they provide comprehensive financial planning, fiduciary investment management, and tax planning services. Their team of specialists cover various areas such as estate planning, retirement planning, and employee benefits maximization. They have received numerous industry awards and accolades for their client-centric approach and transparent fee structure.
6. SCS Financial
- Website: scsfinancial.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 2002
- Headcount: 51-200
- Latest funding type: Series Unknown
SCS Financial Group is an investment and wealth management firm that primarily serves entrepreneurial families, family offices, and institutions. They offer sophisticated investment portfolios across multiple asset classes and geographies, with a customized financial strategy that includes estate and income tax planning.
7. Moors & Cabot
- Website: moorscabot.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 1890
- Headcount: 51-200
Moors & Cabot is a financial firm offering full-service wealth management solutions. With a history spanning 130 years, they provide a unique combination of time-honored approaches and innovative strategies. Their team of seasoned professionals offers expertise in financial planning, investments, managed programs, trading services, insurance, and annuities. They cater to a wide range of client needs, including individuals, businesses, and organizations.
8. Loring, Wolcott & Coolidge Trust, LLC
- Website: lwcotrust.com
- Headquarters: Boston, Massachusetts, United States
- Headcount: 51-200
Loring, Wolcott & Coolidge Wealth Management is a trusted investment firm committed to helping families achieve their financial goals. They offer wealth management solutions based on a clear understanding of each family's needs and aspirations.
9. Boston Trust Walden Company
- Website: bostontrustwalden.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 1974
- Headcount: 51-200
Boston Trust Walden is an independent investment management firm providing services to institutional investors and private wealth clients. They offer a range of investment solutions including mutual funds and ESG integration. They prioritize impact investing and principled investing.
10. Ingalls & Snyder
- Website: ingalls.net
- Headquarters: Boston, Massachusetts, United States
- Founded: 1924
- Headcount: 51-200
Ingalls & Snyder, LLC is an investment advisory and trading company. They offer investment services to private clients, including wealth planning and managed funds.
11. Concord Wealth Management
- Website: cwmofnewengland.com
- Headquarters: Wakefield, Massachusetts, United States
- Founded: 2013
- Headcount: 51-200
The company, cwmofnewengland.com, provides financial advisory and wealth management services to individuals, families, and businesses. They offer personalized investment strategies and retirement planning solutions to help clients increase their profits, attract clients, and eliminate low-payoff activity.
12. Shepherd Kaplan Krochuk, LLC
- Website: skk-llc.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 2001
- Headcount: 51-200
SKK LLC is an independently-owned SEC Registered Investment Advisory firm that provides a wide variety of services and capabilities within two divisions: Wealth Management and Asset Management. With over 20 years of experience and more than $8.8 billion of assets under management, SKK combines institutional capabilities with boutique quality client service.
13. Eaton Vance WaterOak Advisors
- Website: evwateroak.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 1924
- Headcount: 51-200
Eaton Vance WaterOak Advisors is a Registered Investment Advisory firm with access to the resources of Eaton Vance and Morgan Stanley Investment Management. They offer customized, integrated wealth management solutions delivered by expert professionals.
14. Anchor Capital Advisors LLC
- Website: anchorcapital.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 1983
- Headcount: 11-50
Anchor Capital Advisors is an investment firm that offers managed accounts and investment strategies to individuals, families, institutions, and retirement plans. With a commitment to service and a meticulous investment process, Anchor provides attentive and individualized service to its clients.
15. Signator Investors, Inc.
- Website: signatorinvestors.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 1986
- Headcount: 1001-5000
- Latest funding type: Acquired
Signator Investors is a company that offers investment banking services and expertise. They provide a wide range of financial solutions and strategies to help clients achieve their investment goals.
16. Beaverbrook STEP, Inc.
- Website: beaverbrookstep.org
- Headquarters: Watertown, Massachusetts, United States
- Founded: 1973
- Headcount: 201-500
Beaverbrookstep.org is a company that offers a range of services to businesses and individuals. They provide financial solutions, investment advice, and assistance with wealth management. Their goal is to help clients achieve their financial objectives and secure their future.
17. Eventide Asset Management
- Website: eventideinvestments.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 2008
- Headcount: 51-200
Eventide Investments is an investment management company that focuses on investing in companies that address important human needs and have sustainable business fundamentals. They believe in investing based on their enduring values, which they believe is better for the world and leads to superior investment returns.
18. Ndvr
- Website: ndvr.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 2019
- Headcount: 51-200
- Latest funding type: Series A
NDVR is a company offering wealth optimization solutions. They provide services and tools to help individuals and businesses optimize their financial resources and improve their financial outcomes.
19. Bay Financial Associates LLC
- Website: bayfinancialassociates.com
- Headquarters: Waltham, Massachusetts, United States
- Founded: 1951
- Headcount: 51-200
Bay Financial Associates is a comprehensive financial services firm that has been helping clients and advisors achieve success since 1951. Our team of professionals offers expertise in accounting, finance, investments, insurance, retirement, and estate planning.
20. Brigs, LLC
- Website: brigsllc.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 2017
- Headcount: 51-200
Brigs LLC is a company that offers various services and solutions. They provide assistance in financial planning, investment management, and strategic consulting. Their team of experts helps clients achieve their financial goals and optimize their investment portfolios. With a focus on personalized and tailored solutions, Brigs LLC is dedicated to delivering outstanding results for their clients.
21. Joyal Capital Management
- Website: joycapmgt.com
- Headquarters: Plymouth, Massachusetts, United States
- Founded: 1982
- Headcount: 51-200
Joyal Capital Management, LLC is a financial and business planning company that offers total plan integration to its clients. They specialize in proprietary estate planning, business planning and services, franchise development, finance, and investment opportunities.
22. Redi2 Technologies
- Website: redi2.com
- Headquarters: Boston, Massachusetts, United States
- Founded: 2002
- Headcount: 51-200
- Latest funding type: Acquired
Redi2 is a technology company providing a revenue management platform for the global financial services industry. They offer a UMA-ready managed accounts platform for TAMPs, broker-dealers, sponsor firms, custodians, and wirehouses.
23. Bay Colony Advisors
- Website: baycolonyadvisors.com
- Headquarters: Greater Boston Area, Massachusetts, United States
- Founded: 2000
- Headcount: 11-50
Bay Colony Advisors is an SEC registered investment advisor specializing in providing wealth advisory and investment services for clients seeking financial freedom and security. They offer investment advisory services and work together with clients to provide easy-to-understand recommendations and help implement them at every step.
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