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Best financial advisors in Andover, MA

Registered advisers within 25 miles of Andover, MA.

Offices
1,962
Firms
1,034
Combined AUM
$41.6T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,385 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

OLD SCHOOL CAPITAL LLC
TIGER IRON CAPITAL, LLC
LAUNCH FINANCIAL PLANNING
BINDMAN FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
TD PRIVATE CLIENT WEALTH LLC
SANTANDER SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WESTMINSTER FINANCIAL ADVISORY CORP
AVERIN CAPITAL LLC

Investors

BRADFORD TRAVIS WRIGHT
CARL BRUCE BINDMAN
PAUL CONLON YANNALFO
MICHAEL PAULL KUMPH
ANNA V LARINA
MICHAEL ANTHONY DEMPSEY
Kevin Henderson
LUCAS DESLAURIERS
Dean Ebbert
Richard Howard Ebbert
JESSICA C SELLARS
MELISSA MARIE TULLEY
Joseph Surace
Ethan Daniel Ladd
Jeffrey Ferrante
LAWRENCE ALAN HURST
ROBERT CHARLES KOCHAKIAN
DANIEL P. KLUG
BERNARD B KAVANAGH
BRIAN THOMAS BECKER
Mathew J. Silvagnoli Martinez
Sondos Abedallah
JASON CRAIG BRODSKY
Cameron Travis Holland
BRITTANY STUART
Lindsey Bennett Moccia
Bennett Blake Gasowski
Kevin Halloran
Sumeet Malhotra
KRISTIN KISSANE
JOAN MARY SWEENEY
TARA COLLEEN MCDERMOTT
ERIC DAVID HANSON
MICHAEL ANGELO MUCCIO
DARLENE R OUELLETTE
THOMAS FRANCIS LABRIE
BRIDGET MAHONEY GRELLA

Within 25 miles of Andover, MA, Best Investors lists 1,034 registered investment advisory firms with 1,962 offices nearby, managing about $41.6T in combined regulatory AUM across 3,547,385 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 Andover

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