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Best financial advisors in Boxford, MA

Registered advisers within 25 miles of Boxford, MA.

Offices
1,692
Firms
928
Combined AUM
$41.1T
Firm-wide filings, not assets booked only here
Clients
3.36M
3,356,442 clients when Item 5C has a number
Avg / client
$12.3M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MML INVESTORS SERVICES, LLC
PARK AVENUE SECURITIES LLC
HARBOR ISLAND CAPITAL LLC
ESSEX PRIVATE WEALTH MANAGEMENT LLC
NOVEM GROUP
LPL FINANCIAL LLC
TAPPARO CAPITAL MANAGEMENT
APELLA WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
NEEDHAM ADVISORY CORPORATION
FRENCH AND SKLOFF INVESTMENT ADVISORS, LLC
FLYING POINT FINANCIAL, INC.
OSAIC WEALTH, INC.

Investors

JONATHAN T AYRES
JONATHAN LEWIS AYRES
Ryan Nelson
Lillian Kathryn Eason
MARK DANIEL KRUPKOWSKI
JOHN G BALZER
JOHN H AKOURY
ANDREW SCOTT KEHOE
PAUL DAVID FORTIN
JAMES DAVID BAGA
PETER EARL MULHOLLAND
BRIAN ANDREW WOODLAND
CYNTHIA MAE DEAL
Gavin James Ugone
MARK PETER GATTI
JAMES WILLIAM UGONE
JOHN J BENEDETTO
JAMES THEODORE BARKER
DOUGLAS STEVEN HUDDLESTON
TIMOTHY PAUL GOLAND
PAUL JONATHAN HART
GEORGE JONES KIMBALL
KRISTIN ANN NORDAHL
CAITLIN ALICIA DESOYE
Scott Edward French
KEVIN JAMES KENNEDY
AMY ELIZABETH MASTROMONACO
JOY ANN BARON
JONATHAN BRITTON
JEREMY ALAN WALTON
Jessica Renee Morello

Within 25 miles of Boxford, MA, Best Investors lists 928 registered investment advisory firms with 1,692 offices nearby, managing about $41.1T in combined regulatory AUM across 3,356,442 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 Boxford

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