# Moors & Cabot, Inc

Moors & Cabot, Inc is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **Website:** moorsandcabot.com

## Regulatory record

- **CRD number:** 594
- **SEC file number:** 801-48726
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/594

## About

MOORS & CABOT, INC is an SEC-registered investment adviser in Boston, MA, registered since 1995. The firm manages $3.4 billion in assets, with $3.2 billion on a discretionary basis. It has 121 employees and 85 investment advisers.

## Sectors

- Wealth Management

## Questions

### Who manages investment decisions at Moors & Cabot?

Moors & Cabot is a partnership. Its investment committee oversees portfolio construction and manager selection. Specific named principals are not publicly disclosed per the firm's website or SEC filings.

### What minimum assets does Moors & Cabot require?

The firm does not publicly disclose a minimum asset threshold. Its client base includes high-net-worth individuals and institutions, implying a significant entry point.

### How does Moors & Cabot differentiate from larger wealth managers?

The firm differentiates through its long operating history (since 1890), partnership structure, and regional focus. It offers personalized service relative to large national RIA platforms.

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Last updated: 2026-06-03T20:00:00.000Z

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