Best Investors Account Sign in

Best financial advisors in Accord, MA

Registered advisers within 25 miles of Accord, MA.

Offices
1,987
Firms
1,051
Combined AUM
$41.9T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,808 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

EXEMPLAR WEALTH PARTNERS LLC
LPL FINANCIAL LLC
ENDEAVOUR INVESTMENT PARTNERS, LLC
TOC-23 ERA
INFLECTION CAPITAL MANAGEMENT, LLC
VISIBLE VENTURES
KONDRACKI ADVISORY, LLC
EQUITABLE ADVISORS, LLC
PATRIOT MULLARE ASSOCIATES, INC
SANDY COVE ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC
STRATEGIC ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ONE CHARLES PRIVATE WEALTH
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC

Investors

Jonathan Radcliffe Asher
STEPHEN MARC LUBIN
PATRICK JAMES CAROLAN
Colin Daniel Fitzgibbons
CHRISTOPHER JOSEPH KONDRACKI
SUSAN RUCH BARBER
GEORGE DAVID POPE
JENNIFER LORENC MITCHELL
DEIRDRE REILLY PRESCOTT
KATHERINE SALTONSTALL
Emily A Fluke
HEATHER MARIE CANTY
LAURA GALLOTTO
ERIN VALENTE
ERIC MURRAY
JACK AUSTIN
DEREK ROBERT DELZER
MARY ELLEN HORCHER
BRETT EDWARD PRINCE
ROBERT A SPIEGEL
LAURA MAXWELL
LEANNA F DEVINNEY
ANDREW GETCHELL
CHARLES JAMES CAWLEY
KAYLENE PRIOR
OWEN J. HEANEY
MICHAEL B REGAN
ROBERT A GIORDANO
ROBERT FRY
ANDREW J HUNT
FRANCIS JOHN GORMAN
PAUL RICHARD OUELLET
ADRIAN NEWMAN
DAVID SOLOMON KATZ
NICHOLAS L BLANCHETTE
DAVID RICHARD MCNAUGHTON
KATHLEEN DOISNEAU
DANIELLE BRAUN
SARAH BLACK
VICTORIA ANNE HOWARD
CHARLENE M REESE
KRISTIE A SOUZA
AUBRAY ROWE
LILLIAN HOPE WHELAN
RYAN KENNETH GOUVEIA
COLLIN J. NALLY
ANDREW FITHIAN
BENJAMIN BARKEV SIROONIAN
DANIEL SMITH
DREW HURLEY
Brandon Eugene Arnold
JACK FRANCIS BAIRD
MACKENZIE ROERS NELSON
Kurt Mohrman
Aaron Durda
Wael Khali
Adam Robert Firely
SEAN PATRICK SMYTH
PAUL ANDREW SQUARCIA
ERIK RANDALL WALLIN
Veronica Anne Walsh
Oscar Cole Bunting
Adam Michael Sousa
Jack Wilson McCarty
DAVID RICHARD VANDUYN
MICHAEL EDWARD DAUDELIN
ANDREW JOHN EAVES
ANTONIO HENRIQUES AVILA DA CUNHA
FRANCIS ANTHONY MC NULTY
DAVID MICHAEL TONASZUCK

Within 25 miles of Accord, MA, Best Investors lists 1,051 registered investment advisory firms with 1,987 offices nearby, managing about $41.9T in combined regulatory AUM across 3,545,808 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Accord

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM