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Best financial advisors in Boston, MA

Registered advisers within 25 miles of Boston, MA.

Offices
2,453
Firms
1,255
Combined AUM
$45.6T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,549,042 clients when Item 5C has a number
Avg / client
$12.8M
Combined AUM ÷ clients

Nearby offices

Firms

THE BOLLARD GROUP LLC
ROCKFENCE INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
BOSTON PORTFOLIO ADVISERS
LEBED ASSET MANAGEMENT LLC
CATARIA CAPITAL MANAGEMENT LP
MOODY, LYNN, LIEBERSON & WALKER, LLC
BOSTON TRUST WALDEN INC.
CABOT PROPERTIES L.P.
BERKSHIRE PROPERTY ADVISORS, LLC
BOSTON PARTNERS
HELICASE VENTURE ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SANTANDER SECURITIES LLC
INTEGRATED WEALTH CONCEPTS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SMARTLEAF ASSET MANAGEMENT LLC

Investors

JEAN NMN QIU
Colby Hesson
WILLIAM EDWARD BERNARDUCI
Jake Hesson
Karen T Soule
REGINA ANN BERNARDUCI
BRADFORD GARET WILLIAMS
JAY AARON LEBED
MICHAEL THOMAS BRADY
DAVID ELISHA WALKER
JUDITH LYNN ROWLAND
ERIC GHAFAR WARASTA
Nicholas James Fitzgerald
ROBERT ALAN LIEBERSON
MICHAEL MACLEOD MOODY
MARTIN WORTHINGTON LYNN
CHRISTOPHER JAMES BRENNAN
MICHAEL J RAPOSA
ADAM CHRISTOPHER BAUR
Elias Elmoualem
R. AARON MILLER
Alaina Giordani
Scott E Richer
GERALD JOSEPH DONOVAN
DOUGLAS JUDE DICERBO
JAMES NOE PETTORELLI
Daniel A Pion
Evan Shifley
Thomas Andrew Pekkarinen
WILLIAM THOMAS FULTON
PAUL ANTHONY MASLOWSKI
Scott I Liston
Bailey O'Brien Fielding
SAMUEL JOSEPH DIARBAKERLY
Avery E Dwyer
Brandon Thomas Franco
Beltran Maroto Tobias
Philip Andre Peloquin
Ian Watson
Tassadit Bellal
DIANA W NEUSS
ROBERT RANKIN LEAPER
GERARD ALEXANDER MICHAEL
Wei Zhang
Benjamin Clark Cutrell
Stefan Lubomirov Mitropolitsky
Mohammad Heidari
KEVIN GERALD HILSMIER
NATHANIEL CLIFFORD DAVIS

Within 25 miles of Boston, MA, Best Investors lists 1,255 registered investment advisory firms with 2,453 offices nearby, managing about $45.6T in combined regulatory AUM across 3,549,042 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 Boston

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 7 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 8 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM