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Best financial advisors in Cambridge, MA

Registered advisers within 25 miles of Cambridge, MA.

Offices
2,363
Firms
1,204
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,548,022 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

CHAIN REACTION GROUP LLC
ETRE LLC
LPL FINANCIAL LLC
MKT MEDIASTATS, LLC
FAYERWEATHER MANAGEMENT, LLC
PINNEY & SCOFIELD, INC.
KSI ADVISORS, LLC
KENDALL INVESTMENTS, LLC
GENERAL CATALYST
G20 CAPITAL MANAGEMENT, LLC
GC WEALTH MANAGEMENT RIA, LLC
CATALYST IMPACT PARTNERS CORP.
EDULAB CAPITAL MANAGEMENT COMPANY, LLC
VIRAJ CAPITAL, LLC
FOUNDER COLLECTIVE
WATERLINE VENTURES, LLC
CAUSEWAY MEDIA PARTNERS
CAUSEWAY MANAGEMENT II, LLC
J.P. MORGAN SECURITIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Investors

WILLIAM T JACOBS
GIDEON OZIK
RICHARD ANTHONY SEELEY
JOHN ROBERT GODDARD
MARY M EVANS
DARIN M SOUZA
CHRISTINE MICHELLE VASQUEZ
Jeremy Parsels
William A Grinnell
JOSEPH JAMES MATHEWS
Sotiria Basia Sgouros
Abigail Rose Lee
Shelter Deedra Wein
Christopher James Wolfe
JOHN BRIAN CAREW
Jonathan Hartley
ARIF AHMED
Rohan Munsif
Federica Elisheva Roth
SUMIT DHANDA
John T. Miranda
Sandra Jane Cullen
Cigdem Sonmez
WILLIAM TODD SWENSON
AMY SUE SCARBOROUGH
RICHARD MURRAY HELD
Matthew Wagner Grygiel
JACK FREEMAN REETZ
JULEBY ANTHONY HIRSCH
STEPHANIE ANGELINA CASEY
JASON LEONARD BERTSCH

Within 25 miles of Cambridge, MA, Best Investors lists 1,204 registered investment advisory firms with 2,363 offices nearby, managing about $42.2T in combined regulatory AUM across 3,548,022 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 Cambridge

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