Investment Advisor government contracts in Massachusetts
MassachusettsInvestment Advisor- Latest contract
- Apr 15, 2025
- 18 months ago
- Contracts
- 9
- in Massachusetts
- Vendors
- 7
- Disclosed value
- $36K
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THE 30-SECOND BRIEF
CORIENT holds the most investment advisor contracts (2), followed by Prime Buchholz and BARTHOLOMEW.
Westfield State University is the most active Massachusetts buyer, with 4 contracts, followed by Massachusetts Bay Community College and Town of Sutton.
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CONTRACTS BY CATEGORY
8 categoriesQuestions about Massachusetts investment advisor contracts
How many Investment Advisor government contracts are there in Massachusetts?
Civic IQ tracks 9 investment advisor government contracts across 5 agencies in Massachusetts representing $36K in total contract value. These contracts span 7 vendors and cover service agreements, technology implementations, infrastructure projects, and procurement awards. Contract details including amounts, terms, and renewal dates are updated as new data becomes available.
Which vendors have investment advisor contracts in Massachusetts?
The leading vendors with investment advisor government contracts in Massachusetts include: CORIENT (2 contracts); Prime Buchholz (2 contracts); BARTHOLOMEW (1 contracts); FEG (1 contracts); FIDUCIENT (1 contracts). Tracking vendor contract wins, values, and agency relationships helps you understand the competitive landscape — whether you're evaluating vendors as an agency buyer or positioning against incumbents as a competitor.
Which Massachusetts agencies buy investment advisor?
The most active Massachusetts government agencies procuring investment advisor are: Westfield State University (4 contracts); Massachusetts Bay Community College (2 contracts); Town of Sutton (1 contracts); Central Berkshire School District (1 contracts); Concord-Carlisle School District (1 contracts). Each agency manages its own procurement process and vendor relationships. Understanding which agencies are the largest buyers helps vendors prioritize outreach and tailor their proposals to specific agency needs.
How do I find investment advisor government contracts in Massachusetts?
Civic IQ aggregates investment advisor contract data from 5 Massachusetts government agencies into a single searchable database. You can browse contracts by agency, vendor, value, status, and renewal date. Beyond active contracts, Civic IQ also tracks pre-RFPs from board meetings and budget discussions — surfacing investment advisor opportunities 6–18 months before formal solicitations go live.
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What is the average value of investment advisor contracts in Massachusetts?
Based on tracked contract data, the average investment advisor government contract in Massachusetts is valued at approximately $4K, with 9 contracts totaling $36K. Individual contract values vary significantly depending on scope, agency size, and contract duration. Detailed value breakdowns by agency and vendor are available on Civic IQ.
What related contract categories are active in Massachusetts?
Beyond investment advisor, other active government contract categories in Massachusetts include Professional Services, Other, Service, Construction, and Food Services. Agencies often procure across multiple categories simultaneously — a city upgrading its IT infrastructure may also issue contracts for professional services, facilities maintenance, and cybersecurity. Tracking related categories helps you identify cross-selling opportunities and understand the full procurement landscape.