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September 26, 2023

Top 10 RIA Firms in the Boston Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Boston that we thought you might like to know. For a more detailed list of RIAs in Boston click here to book a demo.

1. Fidelity Strategic Advisors

AUM: $450,000,000,000

2. SCS Financial Services

AUM: $32,181,107,000

3. Partners Capital Group

AUM: $29,812,849,622

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4. Pathstone

AUM: $22,604,852,072

5. The Colony Group

AUM: $18,638,723,308

6. Integrated Partners

AUM: $16,000,000,000

7. CI Eaton Private Wealth

AUM: $11,478,077,185

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8. Ballentine Partners

AUM: $10,519,787,346

9. Sentinel Pension Advisors Inc

AUM: $10,503,429,858

10. GW & Wade

AUM: $10,403,985,549

For a more detailed list of all RIAs in Boston, book a demo of Dakota Marketplace.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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