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Best financial advisors in Burlington, MA

Registered advisers within 25 miles of Burlington, MA.

Offices
2,230
Firms
1,153
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,572 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
CURTIN FINANCIAL SERVICES, INC.
CORNERSTONE FINANCIAL MANAGEMENT LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
ONEPOINT BFG WEALTH PARTNERS
HORNOR, TOWNSEND & KENT, LLC
GREENWAY FINANCIAL ADVISORS LLC
RPG FAMILY WEALTH ADVISORY, LLC
RISK PARADIGM GROUP, LLC
EDELMAN FINANCIAL ENGINES
ARCADIA FUNDS
RAYMOND JAMES & ASSOCIATES, INC.
CHARLES RIVER WEALTH MANAGEMENT, LLC

Investors

Nicholas R Soukup
Silas deOliveira
DAVID GEORGE HANAFIN
BRIAN PATRICK CURTIN
Kevin Arruda
GEORGE E. NEWFIELD
JASON ANTHONY RUEL
SHAUN M FELDEISEN
Julianna Akbarova Roberto
WILLIAM ROBERT TRAINOR
JOHN J SPILLANE
MICHAEL STUART ROSS
DAVID GERARD WALSH
THOMAS JOHN SULLIVAN
Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN
KEVIN JAMES YORKEY
JONATHAN M MERRIGAN
BRIAN DOUGLAS AMPER
JARED A RUBIN
JASON ALVAREZ DE SOTOMAYOR
JOSHUA J ANDREASEN
Amy Gordon
Joshua ADAM Cotter
SEBETA KALPEE
Mark Brian Lozier
Surafeal Wolday
Dominic M Kruszelnicki
ROBERT THOMAS VANASSE
KATHLEEN A RICHARDS
John FRANCIS Flynn
Christopher ALLEN McCauley
Chad THOMAS Battaglia
KEVIN BRIAN DUNN
Meaghan Esther Anderson
OLIVIA J GIERLICH
ALEXANDER JOHN SMITH
DOUGLAS OSCAR BEAUDOIN
Rama Devi Yarram
Christopher Arrigg
Katie Alanna Soule
Heather A Scearce
Sean Patrick Flaherty
Gabriel Alejandro Perez
Blaise C Romanowski
Dylan Carrafiello
Daniel Evans
Thomas Richard Lane
Ryan Thomas Arsenault
Hovsep Balmanoukian
THOMAS MATTHEW CAPUTO
Jennifer M Carroll
SARAH JEANNE MERKLE
Armand Bassi
LISA A GUERRIERO
John Robert Vanasse
PATRICK D CROWLEY
IAN FRASER STAUDER
Joshua A Goes
Sarthak Jena
Susan A Wilson
Amy Moore
Michael JAMES Nahill
Robert JOHN Kostigen
KAREN Z HIMMEL
PAUL STEPHEN BRANDON
JOHN ROBERT MARA
Aron Joshua Corin
William E Toomey
WILLIAM DOUGLAS KINDLE
CARL ANTHONY ANNESE
BRIAN PATRICK CALLAHAN
LEONARDO THEOFILO VIERA
DAVID MICHAEL GATTI
Jiles Robinson
Eric M Hobin
Antonio Giuseppe Sordillo
Gerard Paul Mattaliano
Miles Spencer Feuer
VINCENT NICHOLAS ZACCARDI
Kristen A Ragusin
Eryn E Whittier
JASON WHITTIER
NICHOLAS V ZACCARDI
JOSHUA SCOTT FRANKLIN
MARK R BUCHANAN
ROBERT H SEARLE
LUIS DOLAN
KENAN NACAR

Within 25 miles of Burlington, MA, Best Investors lists 1,153 registered investment advisory firms with 2,230 offices nearby, managing about $42.1T in combined regulatory AUM across 3,546,572 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 Burlington

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