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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TD PRIVATE CLIENT WEALTH LLC
JOHNSON O'CONNOR WEALTH MANAGEMENT
BECK BODE LLC
VALIC FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
ASCENSUS INVESTMENT ADVISORS, LLC
MWA FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SOONER PRIVATE FINANCIAL LLC
BELPOINTE ASSET MANAGEMENT LLC
PLUM STREET ADVISORS, LLC
GASSMAN FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PLANTE MORAN FINANCIAL ADVISORS
NOR'EASTER VENTURE MANAGEMENT, LLC

Investors

WILLIAM HADLEY MCEVOY
Brian William McDonald
Stephen James Feron
PAUL RALPH PIGNONE
MATTHEW NARDONE
CAITLIN MARY KAHABKA
NATALIE FONG
ERIN WALTERS NELSON
Lori Lee Williams
DANIEL JEFFREY IRIZARRY
Patty Ann Miller
Daniel McCurran Basile
Jay Lawrence Hollis
JEFFREY VINCENT HOCKENBROCK
KHASHAYAR AHOURAEI
DEREK M VITO
Christopher A Tingley
THOMAS LOWE
Allen John DeVincent
CARL JEFFERSON SETTLES
Joseph David Wilcox
MELISSA A BAILEY
Benjamin Fisher
BRAD RICHARD TRAYNOR
Kristin Anne Meader
ELIZABETH ANN SADWICK
Robert Percival
Paul Gregory Souppa
Leigh Winchester Fleming
Michael Leonard
Desiree Monique Lemelle
DAVID WALTER RYDZESKI
Zachary Philip Nowicki
James Ryan Moore
PAUL ANTHONY NOVITSKI
Todd Andrew Brooker
Peter J Raven
JOSEPH RENE SOUCY
Daniel Evan Cunningham
THOMAS JOSEPH DYER
Andres Eduardo Ayala
Nathaniel More Stewart
ERIC ALEXANDER COOPER
Joshua Carruthers
ANDREW JOHN PELLEGRINO
DAVID DIRKS
ALISA MARIE SKATRUD
CHRISTOPHE JEAN-LOUIS CADIOU
JEREMY JASON GASSMAN
GREGORY BYRON BLAISDELL
ROGER LEWIS MCDEVITT
SHAUN O'HARE
ANTHONY RALPH DI CHIARA
GREGORY JOHN MCLAUGHLIN
JULIE ANNE PATTERSON-D'ANGELO
STEPHEN JOSEPH GESUALDI
Timothy David Corkum Fifield
RAYMOND CHRISTOPHER CELAYA
KATHRYN A ZIMMERMAN
MICHAELA F SCOTT
STEVEN BRENT BALLOCH
Cameron Anthony Egan
NATHAN PAUL AUCLAIR

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