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Best financial advisors in Acton, MA

Registered advisers within 25 miles of Acton, MA.

Offices
2,088
Firms
1,082
Combined AUM
$41.7T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,770 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

TWELVE POINTS WEALTH MANAGEMENT
NEWEDGE ADVISORS
USA MUTUALS ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
MONUMENT GROUP WEALTH ADVISORS, LLC
SPENCER BROOK ASSET MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
OSAIC WEALTH, INC.
HERITAGE FINANCIAL NETWORK, INC.
LPL FINANCIAL LLC
MEETING HOUSE CAPITAL, LLC
COVALENT PARTNERS LLC
ALTA EQUITY PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONCORDIA WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Investors

JEFFREY STUART KING
Gregory Alan Phillips
Carolyn Brenda Mullins
Tracey Beauregard Hartford
NEIL JOSEPH TREMBLAY
DEBORAH NORTH CARTISSER
CHRISTOPHER ALAN CAHILL
DAVID MATTHEW CLAYMAN
Joseph Paul Montana
JOEL DOUGLAS FEARON
BARBARA BECKER MAIETTA
Joseph Michael Belsanti
Vikram Konanki
EMANUEL NMN FRANGIADAKIS
FRANCESCA EILEEN FEDERICO
ANDREW MCGILL
William George Koshivas
STEPHEN JOHN BRUNO
Igor Tiguy
ABBEY LEE HENDERSON
Elizabeth Allen Malgari
Wendy Wong
PAUL CONDE STREHLE
JOHN THOMAS CONTE
LEE CHRISTOPHER MCGOWAN
Gregory Racki
BYRON EWART WOODMAN
WILLIAM CLAFLIN SPRING
BRAD MITCHELL CAPLAND
FAZAL HUSSAIN
SCOTT WALLACE HOLDEN
CHARLES ROBERT LAWSON
JAMES DONALD LAWSON
Michael Tartarini
OLEG G LITVINENKO
Joseph M Shutt
Zeid Basyouni
ROBERT RODRIGUEZ
Erin Rose Sullivan
KELLY LYNN COLLINS
Tristan Bezzant

Within 25 miles of Acton, MA, Best Investors lists 1,082 registered investment advisory firms with 2,088 offices nearby, managing about $41.7T in combined regulatory AUM across 3,547,770 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 Acton

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