September 26, 2023

Top 10 RIA Firms in the Boston Metro Area

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The data behind this guide comes from Dakota Marketplace, the global private markets intelligence platform used by thousands of investment professionals to research LPs, GPs, and private companies worldwide. Built by fundraisers for fundraisers, Dakota Marketplace delivers complete, accurate, and daily-updated intelligence across every allocator channel — from family offices and RIAs to sovereign wealth funds and public pensions. Learn More | Book a Demo

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.

Written By: Morgan Holycross

Morgan Holycross is a Marketing Manager at Dakota.

The Database For Cold Outreach to Reach Institutional and RIA Investors

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Top 10 RIA Firms in the Boston Metro Area

Top 10 RIAs in Boston

1. Fidelity Strategic Advisors

2. SCS Financial Services

3. Partners Capital Group

4. Pathstone

5. The Colony Group

6. Integrated Partners

7. CI Eaton Private Wealth

8. Ballentine Partners

9. Sentinel Pension Advisors Inc

10. GW & Wade

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