CARR FINANCIAL GROUP is a Worcester, Massachusetts based financial advisory firm with nearly $466,935,784 in assets under management and provides investment advisory services for 1127 clients. There are currently 8 financial advisors at the firm.
General Information |
| Firm CRD#: | 317321 | |
| SEC#: | 801-123187 | |
| Assets under Management: | $466,935,784 | |
| No. of Clients: | 1127 | |
| No. of Advisors: | 8 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MFS INSTITUTIONAL ADVISORS INC. | 107144 | 801-46433 | 7737 | 1300 | $116,842,935,821 |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 801-47459 | 7346 | 29 | $133,620,059,490 |
| EATON VANCE MANAGEMENT | 104859 | 801-15930 | 6289 | 247 | $77,205,211,457 |
| BOSTON PARTNERS | 124982 | 801-61786 | 5968 | 156 | $84,555,460,486 |
| INCOME RESEARCH + MANAGEMENT | 104863 | 801-29482 | 913 | 210 | $88,998,286,890 |
| RHUMBLINE ADVISERS | 107151 | 801-40535 | 678 | 24 | $88,015,808,106 |
| MERCER INVESTMENTS LLC | 133449 | 801-63730 | 368 | 674 | $122,488,451,189 |
| HARBOURVEST PARTNERS, LLC | 109846 | 801-53287 | 263 | 990 | $134,536,968,088 |
| ACADIAN ASSET MANAGEMENT | 106609 | 801-28078 | 255 | 330 | $92,942,123,864 |
| AMUNDI ASSET MANAGEMENT US, INC. | 107719 | 801-8255 | 251 | 370 | $90,613,091,849 |
| ADVENT INTERNATIONAL, L.P. | 105673 | 801-29357 | 182 | 236 | $91,674,441,516 |
| PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | 801-7974 | 168 | 319 | $91,178,973,223 |
| BOSTON MANAGEMENT AND RESEARCH | 104853 | 801-43127 | 74 | 253 | $106,137,971,878 |
| BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | 801-69069 | 26 | 793 | $69,476,471,000 |
| BRACEBRIDGE CAPITAL, LLC | 158343 | 801-73416 | 12 | 144 | $71,843,486,535 |