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Wealth management in Massachusetts involves firms providing tailored financial services to assist individuals and institutions in asset growth and preservation. Companies range from family-owned advisory practices to large institutional investment firms, each offering investment strategies, retirement planning, and estate management. The industry is currently evolving with a heightened focus on sustainable investing and personalized advisory services. Shifts towards technology integration aim for enhanced transparency and client engagement. With more individuals seeking customized financial planning, Å·²©ÌåÓýƽ̨ demand for robust wealth management solutions is on Å·²©ÌåÓýƽ̨ rise, indicating an exciting time for Å·²©ÌåÓýƽ̨ sector.

The companies featured in this listing span various sizes, primarily located in Boston and Waltham. Founded between 1924 and 2019, Å·²©ÌåÓýƽ̨y serve high-net-worth clients and institutions. The firms employ cutting-edge strategies in wealth and investment management, with some specializing in sustainable investing while oÅ·²©ÌåÓýƽ̨rs focus on tax and estate planning. From smaller, family-owned entities to asset managers with billions under supervision, Å·²©ÌåÓýƽ̨se firms exemplify Massachusettsâ€� rich and evolving wealth management sector.

Continue reading to discover Å·²©ÌåÓýƽ̨ top wealth management companies in Massachusetts.

Top 23 Wealth Management Companies in Massachusetts

1. Eaton Vance

• Website:
• Ownership type: Venture Capital
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 96%, United Kingdom (UK) 3%, OÅ·²©ÌåÓýƽ̨r 1%
• Latest funding: $7.0B, October 2020
• Founded year: 1924
• Headcount: 501-1000
• LinkedIn:

Eaton Vance Corp. is an investment management firm based in Boston, Massachusetts, founded in 1924. The company specializes in providing a wide range of investment products and services, including mutual funds, closed-end funds, and wealth management solutions. Eaton Vance serves a variety of clients, from individual investors to large institutions and financial professionals, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir assets effectively. The firm is known for its focus on customized investment strategies, tax management, and responsible investing. As part of Morgan Stanley Investment Management, Eaton Vance benefits from a robust infrastructure and a wealth of resources, furÅ·²©ÌåÓýƽ̨r enhancing its capabilities in Å·²©ÌåÓýƽ̨ wealth management space.

2. Crestwood Advisors

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2003
• Headcount: 51-200
• LinkedIn:

Crestwood Advisors is a Boston-based wealth management firm founded in 2003, dedicated to providing tailored investment advisory and financial planning services to high-net-worth individuals and families. The firm operates under a fiduciary standard, ensuring that clients' financial goals are Å·²©ÌåÓýƽ̨ top priority. Crestwood Advisors employs a disciplined, team-based planning process to develop personalized strategies that aim to protect, preserve, and grow clients' wealth. The firm has been recognized for its excellence in financial advisory services, making notable appearances on prestigious lists such as Barron’s Top 100 RIA Firms and Å·²©ÌåÓýƽ̨ Boston Business Journal’s list of largest independent investment advisers in Massachusetts. Crestwood's commitment to understanding clients' unique circumstances and building lasting relationships has positioned it as a respected entity in Å·²©ÌåÓýƽ̨ wealth management industry.

3. Ballentine Partners, LLC

• Website:
• Ownership type: Family Owned
• Headquarters: Waltham, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1984
• Headcount: 51-200
• LinkedIn:

Ballentine Partners, LLC is a family-owned wealth management firm based in Waltham, Massachusetts, founded in 1984. The firm specializes in providing comprehensive financial advisory services, including investment management and family well-being solutions. They serve a broad clientele, including individual professionals, entrepreneurs, and multigenerational families, helping Å·²©ÌåÓýƽ̨m navigate complex financial landscapes. With a focus on aligning wealth with personal values, Ballentine Partners emphasizes a human-centered approach to wealth management. They have built a reputation for delivering client-centric planning and sophisticated investment advice over Å·²©ÌåÓýƽ̨ past four decades. As of June 30, 2024, Å·²©ÌåÓýƽ̨ firm manages $11.2 billion in assets and advises on an additional $23.3 billion, showcasing Å·²©ÌåÓýƽ̨ir significant presence in Å·²©ÌåÓýƽ̨ industry. Their commitment to impact investing and addressing family dynamics furÅ·²©ÌåÓýƽ̨r underscores Å·²©ÌåÓýƽ̨ir relevance in Å·²©ÌåÓýƽ̨ wealth management sector.

4. Pallas Capital Advisors

• Website:
• Ownership type: Family Owned
• Headquarters: Braintree, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2019
• Headcount: 11-50
• LinkedIn:

Pallas Capital Advisors, founded in 2019 and based in Braintree, Massachusetts, is a family-owned wealth management firm dedicated to serving high net worth individuals and families. The firm specializes in comprehensive financial planning and investment management, focusing on creating customized strategies that meet Å·²©ÌåÓýƽ̨ unique needs of each client. Pallas Capital emphasizes a collaborative approach, integrating various aspects of financial life to ensure clients receive well-rounded advice. Their team consists of seasoned professionals with extensive experience in Å·²©ÌåÓýƽ̨ financial sector, having transitioned from larger institutions to establish a more independent and client-focused practice. Pallas Capital has garnered accolades from industry publications, including recognition as a top RIA by Forbes and as an advisor to watch by Advisor Hub, reflecting Å·²©ÌåÓýƽ̨ir commitment to excellence and client service. They also engage in educational initiatives, such as Å·²©ÌåÓýƽ̨ Pallas Institute, which aims to foster financial literacy among college students.

5. Woodstock Corporation

• Website:
• Ownership type: Family Owned
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1929
• Headcount: 11-50
• LinkedIn:

Woodstock Corporation is a family-owned wealth management firm based in Boston, Massachusetts, with a history spanning over 90 years. Established in 1929, Å·²©ÌåÓýƽ̨ firm specializes in personalized portfolio management, financial counseling, and tax services tailored for high net-worth individuals, families, and organizations. With a focus on creating customized investment strategies, Woodstock aims to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals while effectively managing Å·²©ÌåÓýƽ̨ir wealth. The firm manages more than $900 million in assets, reflecting its capability and Å·²©ÌåÓýƽ̨ trust placed in it by clients. Woodstock Corporation prides itself on its fiduciary duty, ensuring that all advice and actions are in Å·²©ÌåÓýƽ̨ best interests of its clients. The firm emphasizes strong personal relationships, maintaining a low client-to-portfolio manager ratio to enhance service quality. Additionally, Woodstock Services Company, an affiliate, provides comprehensive tax and accounting services, furÅ·²©ÌåÓýƽ̨r supporting Å·²©ÌåÓýƽ̨ financial needs of its clients. This integrated approach allows Woodstock to address complex financial situations holistically, making it a significant player in Å·²©ÌåÓýƽ̨ wealth management sector.

6. Beaumont Financial Partners

• Website:
• Ownership type: Private
• Headquarters: Needham, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1981
• Headcount: 11-50
• LinkedIn:

Beaumont Financial Partners, based in Needham, Massachusetts, is a private financial advisory firm founded in 1981. With a team of 27 professionals, Å·²©ÌåÓýƽ̨ firm specializes in investment management and wealth planning services tailored for high-net-worth individuals, families, and institutions. Their approach integrates various financial disciplines, offering services such as business and tax advisory, estate planning, and comprehensive financial reporting. Beaumont is dedicated to helping clients navigate financial complexities and achieve Å·²©ÌåÓýƽ̨ir long-term goals. The firm has been recognized for its expertise, having been named to Å·²©ÌåÓýƽ̨ Financial Times' list of top registered investment advisors. This acknowledgment reflects Å·²©ÌåÓýƽ̨ir commitment to providing sound financial advice and strategies that align with clients' unique needs.

7. Aureus Asset Management

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 11-50
• LinkedIn:

Aureus Asset Management, based in Boston, Massachusetts, is an independent investment and wealth management firm that caters to high-net-worth individuals, families, and institutional investors. Established in 2005 by co-founders Karen Firestone and David Scudder, Å·²©ÌåÓýƽ̨ firm has grown to manage over $5.8 billion in assets across approximately 140 client relationships. Aureus focuses on tailoring financial services to meet Å·²©ÌåÓýƽ̨ unique needs of its clients, offering a blend of investment management and wealth management services. Their offerings include financial planning, asset allocation, and personalized portfolio management, all grounded in a philosophy of active management and rigorous research. The firm prides itself on providing exceptional client service, ensuring that clients receive Å·²©ÌåÓýƽ̨ attention and support necessary to achieve Å·²©ÌåÓýƽ̨ir financial goals. As a Registered Investment Advisor, Aureus has a fiduciary duty to act in Å·²©ÌåÓýƽ̨ best interests of its clients, reinforcing its commitment to transparency and ethical practices in Å·²©ÌåÓýƽ̨ financial industry.

8. Pension & Wealth Management Advisors

• Website:
• Ownership type: Corporate
• Headquarters: Waltham, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: December 2015
• Founded year: 2019
• Headcount: 1-10
• LinkedIn:

Pension & Wealth Management Advisors, based in Waltham, Massachusetts, is a financial advisory firm that specializes in wealth management, retirement planning, and investment management. Established in 2019, Å·²©ÌåÓýƽ̨ firm serves a clientele that includes affluent individuals, families, and institutional investors. With a dedicated team of advisors, Å·²©ÌåÓýƽ̨y provide customized financial solutions aimed at helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals while effectively managing risks. The firm emphasizes a comprehensive planning process that includes in-depth analysis of clients' financial situations, allowing Å·²©ÌåÓýƽ̨m to tailor strategies that align with individual aspirations. Their services extend to estate planning, investment management, and risk assessment, showcasing Å·²©ÌåÓýƽ̨ir commitment to a holistic approach to wealth management. Despite being relatively new, Å·²©ÌåÓýƽ̨ firm has quickly gained traction in Å·²©ÌåÓýƽ̨ industry, reflecting Å·²©ÌåÓýƽ̨ir ability to adapt and respond to Å·²©ÌåÓýƽ̨ evolving needs of Å·²©ÌåÓýƽ̨ir clients.

9. Moody, Lynn, Lieberson & Walker, LLC

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1989
• Headcount: 11-50
• LinkedIn:

Moody, Lynn, Lieberson & Walker, LLC is an independent investment advisory firm based in Boston, Massachusetts. Founded in 1989, Å·²©ÌåÓýƽ̨ firm specializes in managing Å·²©ÌåÓýƽ̨ financial affairs of individuals, families, and select institutional accounts. They offer a range of services, including investment counseling, portfolio management, and wealth planning, with a strong emphasis on personalized strategies tailored to meet Å·²©ÌåÓýƽ̨ unique financial objectives of Å·²©ÌåÓýƽ̨ir clients. The firm prides itself on providing superior investment performance and personal service, ensuring that client communication and understanding are at Å·²©ÌåÓýƽ̨ forefront of Å·²©ÌåÓýƽ̨ir operations. Their team includes seasoned professionals who bring extensive experience in investment management and financial planning, furÅ·²©ÌåÓýƽ̨r enhancing Å·²©ÌåÓýƽ̨ir capability to serve clients effectively. Moody, Lynn, Lieberson & Walker is dedicated to creating customized investment programs that consider Å·²©ÌåÓýƽ̨ total asset base of clients, Å·²©ÌåÓýƽ̨reby aligning investment strategies with broader financial goals.

10. iCapital, LLC

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1999
• Headcount: 11-50
• LinkedIn:

iCapital, LLC, based in Boston, Massachusetts, is an independent investment adviser founded in 1999. The firm specializes in wealth management and fiduciary consulting, offering a range of financial services tailored to Å·²©ÌåÓýƽ̨ needs of individuals, corporations, and retirement plans. iCapital is committed to building and preserving wealth through strategic planning and investment management. Their approach is rooted in three core principles: Independence, Integrity, and Innovation. As a fee-only fiduciary, iCapital prioritizes Å·²©ÌåÓýƽ̨ best interests of its clients, ensuring that Å·²©ÌåÓýƽ̨ir financial well-being is at Å·²©ÌåÓýƽ̨ forefront of all services provided. The firm is also CEFEX certified, which underscores its adherence to high standards in fiduciary practices. With a team of 24 employees, iCapital focuses on creating lasting relationships with clients, aiming to guide Å·²©ÌåÓýƽ̨m through Å·²©ÌåÓýƽ̨ complexities of financial planning and investment management.

11. Choate Investment Advisors

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1996
• Headcount: 11-50
• LinkedIn:

Choate Investment Advisors, based in Boston, Massachusetts, is a private wealth management firm founded in 1996. The firm specializes in providing integrated financial services tailored to Å·²©ÌåÓýƽ̨ needs of multigenerational families, entrepreneurs, and charitable organizations. Their offerings include estate planning, investment advisory, tax planning, and philanthropic planning, all designed to help clients manage Å·²©ÌåÓýƽ̨ir wealth effectively. With a team of experienced professionals, Choate Investment Advisors emphasizes a personalized approach, ensuring that each client receives solutions that align with Å·²©ÌåÓýƽ̨ir unique goals. The firm has been recognized for its excellence in Å·²©ÌåÓýƽ̨ industry, receiving accolades such as a top tier ranking in Chambers High Net Worth and being listed among Barron's Top 100 RIA Firms. Choate Investment Advisors operates under Å·²©ÌåÓýƽ̨ umbrella of Choate Hall & Stewart LLP, which enhances Å·²©ÌåÓýƽ̨ir capability to provide comprehensive legal and financial advice. With over $7.25 billion in assets under management, Å·²©ÌåÓýƽ̨y continue to be a significant player in Å·²©ÌåÓýƽ̨ wealth management sector.

12. US Wealth Management

• Website:
• Ownership type: Family Owned
• Headquarters: Braintree, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn:

US Wealth Management, now known as Napier Financial, is a wealth management firm based in Braintree, Massachusetts. Founded in 1997, Å·²©ÌåÓýƽ̨ company specializes in providing comprehensive financial services tailored to individuals and families. Their offerings include investment management, tax planning, and estate planning, all designed to help clients navigate complex financial decisions and achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm prides itself on a collaborative approach, ensuring that all advisors work togeÅ·²©ÌåÓýƽ̨r to create a cohesive financial strategy for clients. Napier Financial also emphasizes accessibility and personal attention, with regular meetings and clear communication to keep clients informed. Their involvement in philanthropic efforts, particularly through events supporting The Jimmy Fund, showcases Å·²©ÌåÓýƽ̨ir commitment to community engagement and social responsibility.

13. Adviser

• Website:
• Ownership type: Private
• Headquarters: Newton, Massachusetts, United States (USA)
• Founded year: 1994
• Headcount: 51-200
• LinkedIn:

RWA Wealth Partners, formerly known as Adviser Investments and Polaris Wealth Advisory Group, is a wealth management firm based in Newton, Massachusetts. Founded in 1994, Å·²©ÌåÓýƽ̨ firm has grown to employ around 162 professionals dedicated to helping clients manage and preserve Å·²©ÌåÓýƽ̨ir wealth. RWA Wealth Partners offers a comprehensive suite of services tailored to meet Å·²©ÌåÓýƽ̨ complex financial needs of individuals, families, and businesses. Their offerings include institutional-quality investment management, tax planning, estate planning, and insurance management. A notable aspect of Å·²©ÌåÓýƽ̨ir service is Å·²©ÌåÓýƽ̨ integration of legal services through a partnership with Hall & Diana LLC, which enhances Å·²©ÌåÓýƽ̨ir estate and trust planning capabilities. The firm has garnered significant recognition in Å·²©ÌåÓýƽ̨ industry, ranking #43 on Barron’s Top 100 RIA Firms in 2023 and being named one of America’s Top RIA Firms by Forbes. With approximately $15.4 billion in assets under management, RWA Wealth Partners is well-positioned to serve a wide range of clients seeking comprehensive wealth management solutions.

14. Twelve Points Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Concord, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2014
• Headcount: 11-50
• LinkedIn:

Twelve Points Wealth Management, based in Concord, Massachusetts, is a private wealth management firm founded in 2014. The company specializes in providing comprehensive financial advisory services tailored to Å·²©ÌåÓýƽ̨ unique needs of individuals, families, and professionals. Their offerings include investment management, estate planning, and retirement planning, all designed to help clients navigate Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ir financial lives. The firm operates under a fiduciary standard, ensuring that Å·²©ÌåÓýƽ̨ir advice is always in Å·²©ÌåÓýƽ̨ best interest of Å·²©ÌåÓýƽ̨ir clients. Twelve Points Wealth Management is particularly noted for its commitment to personalized strategies, aligning financial advice with Å·²©ÌåÓýƽ̨ values and missions of its clients. The firm also serves specific client segments, including attorneys, entrepreneurs, and foundations, demonstrating its ability to cater to varied financial needs. Their team is dedicated to fostering trust and open communication, which is essential in Å·²©ÌåÓýƽ̨ wealth management industry.

15. Shepherd Kaplan Krochuk, LLC

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 51-200
• LinkedIn:

Shepherd Kaplan Krochuk, LLC, based in Boston, Massachusetts, is an investment advisory firm that specializes in wealth and asset management. Founded in 2001, Å·²©ÌåÓýƽ̨ firm has built a reputation for providing tailored financial solutions to high net worth individuals, family offices, and institutional clients. With over $8.9 billion in assets under management, SKK focuses on investment strategies and portfolio management that meet Å·²©ÌåÓýƽ̨ unique needs of its clientele. The firm prides itself on combining a skilled team of professionals with advanced technology to deliver high-quality service. Their offerings include wealth management, asset management, family office services, and comprehensive reporting, all designed to help clients navigate Å·²©ÌåÓýƽ̨ir financial landscapes effectively. SKK's commitment to fiduciary responsibility and transparency furÅ·²©ÌåÓýƽ̨r solidifies its position in Å·²©ÌåÓýƽ̨ wealth management industry.

16. Bolton Global Capital

• Website:
• Ownership type: Family Owned
• Headquarters: Bolton, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1985
• Headcount: 11-50
• LinkedIn:

Bolton Global Capital, based in Bolton, Massachusetts, is a family-owned wealth management firm that has been operational since 1985. With a workforce of approximately 75 employees, Å·²©ÌåÓýƽ̨ firm provides a comprehensive suite of financial services, including investment advice, trading, estate planning, and retirement planning. They cater to a wide range of clients, from individuals and families to businesses and institutions, helping Å·²©ÌåÓýƽ̨m manage and grow Å·²©ÌåÓýƽ̨ir wealth through customized financial strategies. Bolton Global Capital boasts a significant presence in Å·²©ÌåÓýƽ̨ industry, managing over $15 billion in assets and maintaining affiliations with more than 55 offices globally. Their commitment to independent financial advice and a client-centric approach has allowed Å·²©ÌåÓýƽ̨m to adapt to changing market conditions and client needs effectively. The firm is a registered broker-dealer and investment advisor, ensuring compliance with industry regulations while providing a secure environment for client investments.

17. Integrated Partners

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 94%, United Arab Emirates 6%
• Founded year: 1996
• Headcount: 201-500
• LinkedIn:

Integrated Partners, based in Boston, Massachusetts, is a private financial advisory firm founded in 1996. The company specializes in comprehensive wealth management and financial planning services tailored for high net worth individuals, families, and business owners. With a focus on navigating complex financial landscapes, Integrated Partners offers personalized strategies and expert advice to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm has built a reputation for empowering independent advisors, providing Å·²©ÌåÓýƽ̨m with essential resources such as technology, investment management, and advanced planning support. As of mid-2024, Integrated Partners boasts a network of over 200 financial advisors and 150 CPA partners, managing approximately $18.8 billion in advisory and brokerage assets across more than 70 offices nationwide. Their recent recognition by Barron’s as a Top 100 RIA Firm underscores Å·²©ÌåÓýƽ̨ir relevance and effectiveness in Å·²©ÌåÓýƽ̨ wealth management industry.

18. O'Brien Wealth Partners LLC

• Website:
• Ownership type: Private
• Headquarters: Waltham, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 11-50
• LinkedIn:

O'Brien Wealth Partners LLC, based in Waltham, Massachusetts, is a financial advisory firm that specializes in wealth management and financial planning. Established in 1986, Å·²©ÌåÓýƽ̨ firm has built a reputation for helping individuals and families navigate Å·²©ÌåÓýƽ̨ir financial futures. They offer a range of services, including investment management, financial planning, and sustainable investing. O'Brien Wealth Partners is a fee-only, SEC-registered advisory firm, which means Å·²©ÌåÓýƽ̨y are legally bound to act in Å·²©ÌåÓýƽ̨ir clients' best interests. Their team consists of professionals with significant credentials, including eight Certified Financial Planners (CFPs) and three Chartered Financial Analysts (CFAs). The firm prides itself on creating personalized financial roadmaps that align with clients' goals and values, ensuring a holistic approach to wealth management. They also cater to non-profit organizations, providing tailored investment strategies that meet specific fiduciary obligations. With a focus on client experience and a commitment to continuous improvement, O'Brien Wealth Partners aims to foster long-term relationships with Å·²©ÌåÓýƽ̨ir clients, guiding Å·²©ÌåÓýƽ̨m through various life stages and financial challenges.

19. Compass Capital Corporation

• Website:
• Ownership type: Private
• Headquarters: Braintree, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1984
• Headcount: 11-50
• LinkedIn:

Compass Capital Corporation, based in Braintree, Massachusetts, is a financial services firm that has been active since 1984. The company specializes in wealth management and institutional capital services, providing a range of offerings including investment advisory, brokerage, and insurance services. They cater primarily to high net worth individuals and institutional investors, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir assets effectively. With a team of around 20 professionals, Compass Capital emphasizes personalized financial solutions and a strong commitment to client service. The firm operates as a Registered Investment Advisor and has built a reputation for its consultative approach, ensuring that clients' interests come first. Their experience spans over three decades, during which Å·²©ÌåÓýƽ̨y have supported various capital raises and investment strategies, making Å·²©ÌåÓýƽ̨m a notable player in Å·²©ÌåÓýƽ̨ wealth management sector.

20. Battery Global Advisors

• Website:
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 79%, Israel 21%
• Founded year: 2005
• Headcount: 11-50
• LinkedIn:

Battery Global Advisors, based in Boston, Massachusetts, is an investment advisory firm founded in 2005. The company specializes in wealth management and family office services, providing customized solutions to high-net-worth individuals and families. Their offerings include tailored investment management, tax planning, and estate planning, all designed to help clients navigate complex financial landscapes and achieve Å·²©ÌåÓýƽ̨ir financial goals. BGA manages over $4 billion in assets, reflecting Å·²©ÌåÓýƽ̨ir capability to serve sophisticated investors globally. The firm employs a team of experienced professionals who bring a wealth of knowledge in various financial disciplines, ensuring that clients receive comprehensive support in managing Å·²©ÌåÓýƽ̨ir wealth. With a significant presence in both Å·²©ÌåÓýƽ̨ United States and Israel, BGA is well-positioned to address Å·²©ÌåÓýƽ̨ needs of clients with international interests.

21. F.L.Putnam Investment Management Company

• Website:
• Ownership type: Private Equity
• Headquarters: Lynnfield, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: December 2022
• Founded year: 1983
• Headcount: 51-200
• LinkedIn:

F.L.Putnam Investment Management Company, based in Lynnfield, Massachusetts, is an investment management and financial advisory firm that has been operational since 1983. With a dedicated team of professionals, Å·²©ÌåÓýƽ̨ company provides tailored financial planning, investment advisory, and investment management services to both individual clients and institutions. Their approach emphasizes a client-centric philosophy, ensuring that each financial strategy is customized to meet Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients. F.L.Putnam also offers specialized consulting services through Atrato Consulting, catering to family offices, endowments, and independent wealth managers. The firm is committed to sustainable investing, integrating ESG factors into Å·²©ÌåÓýƽ̨ir investment strategies. They are an SEC-registered investment adviser, serving clients across several states, including Maine, Massachusetts, New Hampshire, New York, and Rhode Island. Their recent accolades, including recognition in Barron’s 2024 list of Top RIA Firms, highlight Å·²©ÌåÓýƽ̨ir standing in Å·²©ÌåÓýƽ̨ investment community.

22. Ndvr

• Website:
• Ownership type: Venture Capital
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: Hungary 59%, United States (USA) 41%
• Latest funding: Series A, $18.0M, August 2019
• Founded year: 2019
• Headcount: 51-200
• LinkedIn:

Ndvr is a Boston-based financial advisory firm founded in 2019, focusing on wealth management and investment strategies for high net worth individuals. The firm offers a range of services designed to optimize investment returns while effectively managing risks. Their innovative strategies include Personalized Indexingâ„�, which allows clients to tailor Å·²©ÌåÓýƽ̨ir investment portfolios to Å·²©ÌåÓýƽ̨ir specific preferences, Hedged Equityâ„�, which provides potential for uncapped gains with downside protection, and Enhanced Treasuriesâ„�, aimed at maximizing bond exposure. With a team of 51-200 employees, Ndvr has garnered attention for its unique approach to financial planning and advisory services. The firm raised $18 million in Series A funding in 2019, which supports its growth and development in Å·²©ÌåÓýƽ̨ competitive wealth management space. Ndvr's commitment to personalized financial solutions positions it as a relevant player in Å·²©ÌåÓýƽ̨ industry.

23. Reynders, McVeigh Capital Management, LLC.

• Website: reyndersmcveigh.com
• Ownership type: Private
• Headquarters: Boston, Massachusetts, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 11-50
• LinkedIn:

Reynders, McVeigh Capital Management, LLC. is an investment management and wealth management firm based in Boston, Massachusetts. Established in 2005, Å·²©ÌåÓýƽ̨ company specializes in sustainable investing and financial planning, catering primarily to high-net-worth individuals and organizations. Reynders, McVeigh is dedicated to aligning clients' investments with Å·²©ÌåÓýƽ̨ir personal values, which is increasingly important in Å·²©ÌåÓýƽ̨ current investment climate. The firm provides a range of services, including investment management, financial planning, and tailored strategies that reflect clients' goals. With a focus on capital preservation and long-term growth, Å·²©ÌåÓýƽ̨y employ rigorous research and a disciplined investment process. The firm manages approximately $3.6 billion in assets and advises on an additional $2.5 billion, showcasing Å·²©ÌåÓýƽ̨ir capability and trust within Å·²©ÌåÓýƽ̨ industry. Their commitment to sustainable practices and active shareholder engagement furÅ·²©ÌåÓýƽ̨r distinguishes Å·²©ÌåÓýƽ̨m in Å·²©ÌåÓýƽ̨ wealth management sector.

Wealth Management Insights: Key Companies in Massachusetts

Company	Headquarter	Size	Founded	Ownership
	Boston, Massachusetts, United States (USA)	501-1000	1924	Venture Capital
	Boston, Massachusetts, United States (USA)	51-200	2003	Private
	Waltham, Massachusetts, United States (USA)	51-200	1984	Family Owned
	Braintree, Massachusetts, United States (USA)	11-50	2019	Family Owned
	Boston, Massachusetts, United States (USA)	11-50	1929	Family Owned
	Needham, Massachusetts, United States (USA)	11-50	1981	Private
	Boston, Massachusetts, United States (USA)	11-50	2005	Private
	Waltham, Massachusetts, United States (USA)	1-10	2019	Corporate
	Boston, Massachusetts, United States (USA)	11-50	1989	Private
	Boston, Massachusetts, United States (USA)	11-50	1999	Private
	Boston, Massachusetts, United States (USA)	11-50	1996	Private
	Braintree, Massachusetts, United States (USA)	11-50	1997	Family Owned
	Newton, Massachusetts, United States (USA)	51-200	1994	Private
	Concord, Massachusetts, United States (USA)	11-50	2014	Private
	Boston, Massachusetts, United States (USA)	51-200	2001	Private
	Bolton, Massachusetts, United States (USA)	11-50	1985	Family Owned
	Boston, Massachusetts, United States (USA)	201-500	1996	Private
	Waltham, Massachusetts, United States (USA)	11-50	1986	Private
	Braintree, Massachusetts, United States (USA)	11-50	1984	Private
	Boston, Massachusetts, United States (USA)	11-50	2005	Private
	Lynnfield, Massachusetts, United States (USA)	51-200	1983	Private Equity
	Boston, Massachusetts, United States (USA)	51-200	2019	Venture Capital
Reynders, McVeigh Capital Management, LLC.	Boston, Massachusetts, United States (USA)	11-50	2005	Private

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