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Best financial advisors in Billerica, MA

Registered advisers within 25 miles of Billerica, MA.

Offices
2,129
Firms
1,106
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,538,674 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
CITIZENS SECURITIES, INC.
SANTANDER SECURITIES LLC
CORNERSTONE FINANCIAL MANAGEMENT LLC
LEVERAGE FINANCIAL ADVISORY
BRISBOIS CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CAPITAL WEALTH MANAGEMENT
KESTRA PRIVATE WEALTH SERVICES, LLC
ONEPOINT BFG WEALTH PARTNERS
EAGLE STRATEGIES LLC
DIVERSIFY ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
CHARLES RIVER WEALTH MANAGEMENT, LLC
EDWARD JONES

Investors

ROGER CUNHUI YANG
YU FU
Anthony J Silvio
Thomas Lawrence Fitzpatrick
JASON BERNHARDT THOLANDER
FRANK MICHAEL HYNES
CHARLES MICHAEL CARELLA
WARREN BRUCE BAUM
CHRISTOPHER WALTER ETHIER
Melissa J Remillard
Kevin Arruda
GEORGE E. NEWFIELD
Brian Michael Bond
TODD PAUL BRISBOIS
LYNDA MARIE DIGIACOMO
MARTIN WILLIAM KRIKORIAN
JASON ANTHONY RUEL
SHAUN M FELDEISEN
Julianna Akbarova Roberto
BRENDAN EDWARD MCCARTHY
BENJAMIN AUSTIN HARDING
KIMBERLY ANN HARDING
THOMAS J ELKINS
ELIZABETH RYAN
CHRISTOPHER ANDREW WHITE
RYAN C. CARSON
Francesco Anthony Puopolo
Danielle Settipane
Oluwatofunmi A Ochi
SVETLANA MALINOVSKAYA
CHRISTINE ELISE SCHWARTZ
Timothy Stark
DAVID MICHAEL HACKMEIER
TRISTAN THOMAS HENDERSON
Inga Yengoyan
KENAN NACAR
Jennifer Ann Pollina

Within 25 miles of Billerica, MA, Best Investors lists 1,106 registered investment advisory firms with 2,129 offices nearby, managing about $42.0T in combined regulatory AUM across 3,538,674 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 Billerica

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