Congress Asset Management Company, LLP

Firm record

As recorded in SEC IAPD

Firm CRD

105161

SEC number

801-23386

Firm type

RIA

Assets under management

$14.2B as of Mar 17, 2026

Website

www.linkedin.com/company/congress-asset-management ↗

Phone

617-428-4300

Address

2 Seaport Lane, Boston, MA, 02210-2001

Advisors at this firm

15 in our index · page 1 of 1

• John Middleton BeaverCRD 4587495 · Boston, MA
  IA Registered
• Noel Billings BlairCRD 5091619 · Boston, MA
  IA Registered
• E. Martine ElieCRD 4345533 · Boston, MA
  IA Registered
• John Gerald FitzgeraldCRD 2958946 · Boston, MA
  IA Registered
• Keith Robert GontarzCRD 5668558 · Boston, MA
  IA Registered
• Brian Timothy GuildCRD 5780952 · Boston, MA
  IA Registered
• Jeffrey Kirkland KerriganCRD 2492389 · Boston, MA
  IA Registered
• Christopher Michael LaganCRD 2497190 · Boston, MA
  IA Registered
• Daniel Anthony LaganCRD 2236297 · Boston, MA
  IA Registered
• Matthew Terence LaganCRD 4345233 · Boston, MA
  IA Registered
• Amy Bowker NoyesCRD 2097723 · Boston, MA
  IA Registered
• John Brendan O'reillyCRD 1694781 · Boston, MA
  IA Registered
• Gregg Andrew OkeefeCRD 2276823 · Boston, MA
  IA Registered
• Jeffrey Ryan PorterCRD 5096700 · Boston, MA
  IA Registered
• Todd William SolomanCRD 2272877 · Boston, MA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.