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Best financial advisors in Belmont, MA

Registered advisers within 25 miles of Belmont, MA.

Offices
2,327
Firms
1,172
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,918 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
MOORE FINANCIAL ADVISORS, LTD.
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC
LPL FINANCIAL LLC
SAVVI FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SLB ADVISORS, LLC
EDWARD JONES
J. W. COLE ADVISORS, INC.
CW ADVISORS, LLC
ARSENAL FINANCIAL, LLC
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
HATHAWAY ADVISORY

Investors

Roger Vaganis
Kevin Daley
ROBERT FREDERICK KANIA
CURTIS CHRISTOPHER JONES
Samuel N Koppenaal
Malcolm Alexandre
NUNE KHACHATIRAN
JOANN SPERA
BRIAN RICHARD HARRISON
CHRISTOPHER MICHAEL MORAN
STAVROS EFTHIMIOS KOKKOTOS
GEORGIA NMN MOURTZINOU
ALEXANDER MICHAEL SAUER-BUDGE
ADRIAN B BECKER
KEVIN MICHAEL DALEY
ANTHONY DEMOSTHENES MARKEN
Griffin O Barriere
RONALD SCOTT SANDERSON
BRADLEY STEVEN BECHOK
GLENN STUART LOGAN
Paul Jeffrey Corrigan
JOHN G LEWIS
WILLIAM JOSEPH D'AGOSTINO
MARK KHOZOZIAN
JENNIFER MARY ADAMS
LAUREN RACHEL NOHELTY
RICHARD SCOTT NOHELTY
Connor Bryan Demore
David Hyon Sok Im
DOUGLAS ROBERT ORIFICE
JULIE J RUANE
Benjamin B H Hathaway

Within 25 miles of Belmont, MA, Best Investors lists 1,172 registered investment advisory firms with 2,327 offices nearby, managing about $42.2T in combined regulatory AUM across 3,547,918 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 Belmont

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