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# Investment Management Firms in Boston, MA

The bigger investment management firms headquartered in Boston, MA, with what they do, their sizes and how to reach their people.

By Enrich.chat Editorial. Updated October 22, 2026.

**Short answer:** Among the investment management firms counted in Boston, MA, the biggest by headcount range include Wellington Management, Mfs Investment Management and Advent. They are mostly very small: 72% have 50 or fewer employees.

## Which investment management firms are in Boston?

Among the companies whose public profile lists Investment Management as their industry and Boston, MA as their headquarters, the biggest by headcount range include Wellington Management, Mfs Investment Management, Advent, Eaton Vance and Mellon Capital. Names link to a company profile where we have one.

| Company | Employees |
| --- | --- |
| Wellington Management | 1,001 to 5,000 |
| Mfs Investment Management | 1,001 to 5,000 |
| Advent | 501 to 1,000 |
| Eaton Vance | 501 to 1,000 |
| Mellon Capital | 501 to 1,000 |
| Gmo | 201 to 500 |
| Audax Group | 201 to 500 |
| Boston Partners | 51 to 200 |
| Geode Capital Management | 51 to 200 |
| Panagora Asset Management | 51 to 200 |
| Weiss Asset Management | 51 to 200 |
| Westfield Capital Management | 51 to 200 |
| Eventide Asset Management | 51 to 200 |
| Breckinridge Capital Advisors | 51 to 200 |
| Income Research Management | 51 to 200 |
| Citisoft | 51 to 200 |
| Man Numeric | 51 to 200 |
| Highvista Strategies | 51 to 200 |
| Boston Trust Walden | 51 to 200 |
| Appleton Partners | 51 to 200 |
| Longfellow Investment Management | 51 to 200 |
| Crestwood Advisors | 51 to 200 |
| Welch & Forbes | 51 to 200 |
| Congress Asset Management | 51 to 200 |
| Flagship Harbor Advisors | 51 to 200 |

The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile.

## What do investment management firms in Boston do?

Investment Management is a broad label. The most common NAICS codes among them are 523940 (48%), 525910 (10%) and 523150 (7%).

**Figure: What investment management firms in Boston do.** Bars for the share of counted investment management firms with each code: 523940 48%, 525910 10%, 523150 7%, 523910 7%, 541611 7%, 525920 3%, 541511 3%.

*Share of counted investment management firms in Boston by their NAICS code.*

[NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 525910](https://enrich.chat/naics/525910/)[NAICS 523150](https://enrich.chat/naics/523150/)[NAICS 523910](https://enrich.chat/naics/523910/)[NAICS 541511](https://enrich.chat/naics/541511/)

## How big are they?

72% of the investment management firms counted in Boston have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted.

**Figure: Size of investment management firms in Boston.** Seven columns for the share of counted investment management firms in Boston in each employee range: 11 to 50 72%, 51 to 200 21%, 201 to 500 2%, 501 to 1,000 3%, 1,001 to 5,000 2%, 5,001 to 10,000 0%, 10,001+ 0%.

*Share of counted investment management firms in Boston in each employee range.*

## How old are they?

Most were founded in the 1980s (24%), then the 2000s (19%).

**Figure: When investment management firms in Boston were founded.** Eight columns for the share of counted investment management firms in Boston founded in each era: Before 1960 8%, 1960s 1%, 1970s 6%, 1980s 24%, 1990s 17%, 2000s 19%, 2010s 17%, 2020s 8%.

*Share of counted investment management firms in Boston by the era they were founded in, for the ones that list a founding year.*

## How investment management firms compare

- 24% were founded in 2010 or later, against 54% across other cities on this site.

## How do you reach the people at investment management firms in Boston?

The people to talk to are usually partners, operations and finance leaders. Build the list in three prompts to your AI agent.

### 1. Count them (free)

Counting who matches never uses credits.

```text
Use www.enrich.chat to count the investment management firms in Boston, MA
```

### 2. Find the people (5 credits per person)

Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included.

```text
Use www.enrich.chat to find the partners, operations and finance leaders at investment management firms in Boston, MA, with their titles
```

### 3. Get their work emails (10 credits each)

An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown.

```text
Use www.enrich.chat to find the work emails for these people and tell me which ones are verified
```

## More to explore

Other industries in Boston:

[Software Companies](https://enrich.chat/companies-in/boston-ma/software-development/)[Real Estate Companies](https://enrich.chat/companies-in/boston-ma/real-estate/)[IT Services Companies](https://enrich.chat/companies-in/boston-ma/it-services-and-it-consulting/)[Financial Services Companies](https://enrich.chat/companies-in/boston-ma/financial-services/)[Technology and Internet Companies](https://enrich.chat/companies-in/boston-ma/technology-information-and-internet/)[Consulting Firms](https://enrich.chat/companies-in/boston-ma/business-consulting-and-services/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/boston-ma/hospitals-and-health-care/)[Advertising Agencies](https://enrich.chat/companies-in/boston-ma/advertising-services/)[Nonprofit Organizations](https://enrich.chat/companies-in/boston-ma/non-profit-organizations/)[Biotechnology Companies](https://enrich.chat/companies-in/boston-ma/biotechnology-research/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/boston-ma/staffing-and-recruiting/)[Construction Companies](https://enrich.chat/companies-in/boston-ma/construction/)[Law Firms](https://enrich.chat/companies-in/boston-ma/law-practice/)[Architecture Firms](https://enrich.chat/companies-in/boston-ma/architecture-and-planning/)[Venture Capital and Private Equity Firms](https://enrich.chat/companies-in/boston-ma/venture-capital-and-private-equity-principals/)[Colleges and Universities](https://enrich.chat/companies-in/boston-ma/higher-education/)[Insurance Companies](https://enrich.chat/companies-in/boston-ma/insurance/)[Research Services Firms](https://enrich.chat/companies-in/boston-ma/research-services/)[Legal Services Firms](https://enrich.chat/companies-in/boston-ma/legal-services/)[All of Boston](https://enrich.chat/companies-in/boston-ma/)

Investment Management Firms in other cities:

[New York, NY](https://enrich.chat/companies-in/new-york-ny/investment-management/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/investment-management/)

## Frequently asked questions

### Which are the biggest investment management firms in Boston?

Among those counted, they include Wellington Management, Mfs Investment Management, Advent, Eaton Vance and Mellon Capital, ranked by headcount range.

### How big are investment management firms in Boston?

72% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted.

### Which companies count as investment management?

Companies whose public profile lists Investment Management as their industry and whose headquarters are in Boston, MA.

## Try this prompt

Find the people at investment management firms in Boston

```text
Use www.enrich.chat to find the partners, operations and finance leaders at investment management firms in Boston, MA, with titles and verified work emails
```

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