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Best financial advisors in Arlington, MA

Registered advisers within 25 miles of Arlington, MA.

Offices
2,316
Firms
1,170
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,905 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

O'DONOGHUE INSURANCE AGENCY INC.
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
DW CAPITAL MANAGEMENT LLC
HATHAWAY ADVISORY
TYR SECURITIES LLC
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
J. W. COLE ADVISORS, INC.
LPL FINANCIAL LLC
MOORE FINANCIAL ADVISORS, LTD.
J.P. MORGAN SECURITIES LLC
GUIDON GLOBAL LLC
VOYA FINANCIAL ADVISORS, INC.
CANOPY CAPITAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

KEVIN JOSEPH O'DONOGHUE
JULIE J RUANE
RICH VAN LOAN
JOHN ROBERT KELLY
ELLEN MARY KENNEY
DANIEL ROBERT HEENAN
BRIAN JAMES KIEFER
Jeffrey Wheeler
David Hyon Sok Im
Benjamin B H Hathaway
Ryan Saederup Wilson
Alexander Schramm von Blucher
FRANK THOMAS MARZELLA
Lee Francis Hurney
DION LIKA
JOHN G LEWIS
JOANN SPERA
ROBERT FREDERICK KANIA
Kevin Daley
Roger Vaganis
ANDREA BATES
DAVID FRANCIS MAHER
MICHAEL NICOLAS MARTONE
ERIC JASON GOLDEN
James Mathew Gibbons
Tatiana Sigalova

Within 25 miles of Arlington, MA, Best Investors lists 1,170 registered investment advisory firms with 2,316 offices nearby, managing about $42.2T in combined regulatory AUM across 3,547,905 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 Arlington

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