Largest Independent Investment Advisers in Massachusetts

Rank Firm/Prior rank (*unranked in 2019)/ Total assets under management among Mass.-based advisers as of June 1, 2020 Discretionary assets (6/1/20) Total no. of accounts managed Mass. employees Total employees Chief executive(s) 1 GW&K Investment Management LLC, 222 Berkeley St., Boston, MA 02116, 617-236-8900, gwkinvest.com 43620996954 43620996954 43527 138 155 Harold Kotler, CEO, CIO 2 Breckinridge Capital Advisors Inc., 125 High St., Boston, MA 02110, 617-443-0779, breckinridge.com 41043436833 40969912284 15660 72 82 Peter…