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Best financial advisors in Charlestown, MA

Registered advisers within 25 miles of Charlestown, MA.

Offices
2,247
Firms
1,159
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,634 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

O'ROURKE & COMPANY, INCORPORATED
GREEN CENTURY CAPITAL MANAGEMENT INC
J2 VENTURES ADVISORS, LLC
TFG 101 ARCH MANAGER, LLC
CHESTNUT RUN CAPITAL PARTNERS LP
AMERIPRISE FINANCIAL SERVICES, LLC
VICTORY CAPITAL MANAGEMENT INC.
JANNEY MONTGOMERY SCOTT LLC
BLACKROCK INVESTMENT MANAGEMENT, LLC
BLACKROCK FINANCIAL MANAGEMENT, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EPG INCORPORATED
NEW ENGLAND RETIREMENT CONSULTANTS, LLC
JMC MANAGEMENT, LLC
OSBON CAPITAL MANAGEMENT, LLC

Investors

BRIAN CHRISTOPHER OROURKE
LEONARD FEENEY NOLAN
ROBERT CEZAR ANDREWS
ANDREW ROBERTSON
MICHAEL ASHE MC ENTEE
BRADFORD JOSEPH RINDLER
John S Rogers
VIVEK MEHRA
KATHLEEN ANNE LA RIVIERE
FRANK Ferdinand CASTAGNO
DANIEL D'AGATA
TIMOTHY JOHN NOLAN
Lindsay Dade Dyment
MICHAEL RICHARD ALIMI
LEILANI INOSHIMA GERMAIN
ROBERT MICHAEL SAVAGE
Mark Kelley
William Winship
Jonathan Salaciak
MICHAEL MURPHY MULROONEY
DANIEL RICHARD HALL
JESSICA LYNN GOVONI
PARKER JOSEPH WISEMAN
RICHARD STEARNS ALLES
Drew Michael London
Andrew Meegan
JUSTIN HAMILTON MORSE
CAMERON CHARLES HUTCHINS
ANDREW RAYMOND WILLIAMS
BRANDI E. KINSMAN
DEBRA SUSAN WEKSTEIN
CHRISTOPHER R BILELLO
JASON RICHARD YOUNG
DANIEL NOBILE
RICHARD MICHAEL DAILEY
DANIEL JOSEPH CLARK
NIKOLAS SILAS ATSALIS
MATTHEW WILLIAM FAGAN
Jonathan Alexander Schmehl
JOSHUA WEISENBERG
MARGARET RILEY
JOHN CHARLES COVE
ANDREW DAVID STROBERT
SAMUEL HENRY WEITZ
PATRICK MURPHY
LAURA JEAN KEELON
DANIEL ROBERT MANTELL
JEFFREY AARON COVITZ
Michael George Abdalla
GARY EDWARD MCGOVERN
TIMOTHY MICHAEL MOYNIHAN
RONALD LEE SHAW
Elizabeth A. Hanley
Joanna Campbell Thompson
Michael Lawrence Mackintire
Gary Edward McGovern
WHITNEY STAUNTON BOUCHER
DAVID VARELA
CRAIG ALLEN LEWIS
Nadia Regina Sturgill
STEVEN N PERLMAN
TAMARA A LEE
William Joseph Dynan
Ann Winifred Hayes
STEPHEN GEORGE SYKES
EILEEN RENEE HAYES
Christopher Anthony Charity
MICHAELA Catherine ROTHMANN
Jeffrey Kenneth Williams
Casey John Sullivan
Quinn O'Connor
CARSON R TERRES
Lucas Shepherd Nelson-Madore
David Dobson Ouellette
BENJAMIN JOSEPH PICHETTE
Joshua Chase Ryan
Cole Abraham Ablow
RYAN CHRISTOPHER MCCALLUM
Mahabaduge Jayasuriya
Katherine Elizabeth Lamb
Noah Henry Burstein
Emma Carolina Horrigan
CHRISTOPHER JAMES ATHENS
Jeremy Michael Fletcher
JOHN Adam OSTEN
Frances Walsh
Zack Vahan Ananian
Michael D Wynne
LOUIS RYAN MCGUIRK
Dylan James Baker
Kendall Marie Henderson
Audrey Elizabeth O'Toole
Romello R Mitchell
Andrew Sotell
Kyle Lawrence
CONNOR T RICE
Eva M Jacob
Benyam Solomon Alexander
BRENDAN J. MURPHY
Marina F Destefanis
Sophia Maxine Starr
Luke Kevin Stevens
Matthew Peter Vaccari
Andrew Michael Girouard
Matthew Dey Vossler
Bradley Russell Gibson
William Bennett
Anthony James DeNello
Grace Anne McKenna
KRISTEN NYRIE SANTERIAN
OLALEYE AKINRIMISI
SEAN GARRITY
Sajan Rhea Young
DAVID LAWRENCE THOMAS
JOHN RANDOLPH GEPFERT
CHRISTOPHER PAUL CAPPELLO
GLENN ARTHUR JENSEN
DORIS VIRGINIA FERULLO
JON MAXWELL OSBON
JOHN FREDRICK OSBON

Within 25 miles of Charlestown, MA, Best Investors lists 1,159 registered investment advisory firms with 2,247 offices nearby, managing about $42.1T in combined regulatory AUM across 3,547,634 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 Charlestown

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