Company lists · Data refreshed September 2026
Top 19 Asset management companies based in Boston, United States
This directory contains 37 asset management companies based in Boston, United States, with 6,102 contacts and 1,637 email addresses. The single most-represented city among the companies on the list is New York, and the directory was published in September 2026.
Asset management companies manage investment portfolios, funds, and other assets on behalf of individuals, institutions, and other clients. This list covers companies that manage investment portfolios, funds, or other assets for individuals, institutions, or other clients. Ranked by team size, largest first. Data current as of September 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 19 largest asset management companies based in Boston, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Indirect evidence | 1,792 contacts → | |||
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Partial evidence | 517 contacts → | |||
“Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Indirect evidence | 209 contacts → | |||
“Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Indirect evidence | 189 contacts → | |||
“For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Strong evidence | 32 contacts → | |||
“Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Strong evidence | 30 contacts → | |||
“CRE Management is a Boston-based real estate management company specializing in asset stabilization and value creation for owners, investors, and lenders.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Partial evidence | 29 contacts → | |||
“Seyon Management was founded from a unique perspective on real estate services.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Indirect evidence | 24 contacts → | |||
“Experience.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Partial evidence | 20 contacts → | |||
“Meeting the needs of three key constituencies forms the basis of how we view our responsibilities as asset managers.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Strong evidence | 18 contacts → | |||
“Martingale Asset Management, founded in 1987 and based in Boston, manages equity portfolios for many of the world’s most demanding corporate pension plans, foundations…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Indirect evidence | 11 contacts → | |||
“Wealth is so much more than an account balance or portfolio pie chart.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Partial evidence | 9 contacts → | |||
“RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Partial evidence | 8 contacts → | |||
“Clarendon Private is a Boston-based investment and wealth management company.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Indirect evidence | 8 contacts → | |||
“Griffith Properties LLC is a commercial real estate company based out of 22 Boston Wharf, Boston, Massachusetts, United States.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | Partial evidence | 7 contacts → | |||
“Clarendon Group USA provides real estate management services for office, retail and mixed use properties in city center urban areas.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | Indirect evidence | 3 contacts → | |||
“After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Partial evidence | 2 contacts → | |||
“Investment management services” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Partial evidence | 1 contacts → | |||
“Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | Strong evidence | 1 contacts → | |||
“Deep Creek Advisors is a full-service wealth, planning, and investment management firm specializing in high-touch care in protecting and leveraging assets for professionals…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management companies.
- Partial evidence
- Its own public description names part of asset management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 19 of 37 asset management companies based in Boston, United States
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Asset management companies based in Boston, United States at a glance
As of Sep 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 37 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Boston, United States whose own description of what they do matches “asset management companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management companies, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,637 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 6, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management companies by metro in the United States
- Asset management companies in New York121
- Asset management companies in Los Angeles41
- Asset management companies in San Francisco38
- Asset management companies in Boston37
- Asset management companies in Dallas37
- Asset management companies in Chicago34
- Asset management companies in Austin31
- Asset management companies in Miami28
- Asset management companies in Houston27
- Asset management companies in San Diego25
Frequently asked
How many asset management companies are in the list?
The list includes 37 asset management companies based in Boston, United States.
Which city has the most asset management companies on the list?
The single most-represented city among the companies on this list is New York.
How many contacts and email addresses are available for asset management companies?
The directory includes 6,102 contacts and 1,637 email addresses for the listed companies.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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