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Best financial advisors in Chelmsford, MA

Registered advisers within 25 miles of Chelmsford, MA.

Offices
2,084
Firms
1,085
Combined AUM
$41.7T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,725 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
EQUITY SERVICES, INC.
MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
LINCOLN MANAGEMENT
MONEY CONCEPTS CAPITAL CORP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROSPERITY CAPITAL ADVISORS

Investors

Amara Vashti Mohan
MARY JOANNE METRO
Rachel Veronica Davis
Jonathon Salo
DENNIS EUGENE HOLLAND
SCOTT SHERIDAN HANLEY
PHILIP DRUMMOND WINN
MATTHEW MENDALL SCHWARTZ
MICHAEL ANTHONY CARBONE
LAWRENCE FRANCIS EPPOLITO
Michael Tartarini
Joseph L Languirand
Michael Rinaldi
Nathaniel Tarlow
MURAD HUSON ROYAL
MARIANNE ELIZABETH ZAWACKI
MICHAEL JOSEPH CUNNINGHAM
TRACY ANN SHEA
MARK RICHARD LEFEBVRE
KENNETH MATTHEW LEFEBVRE
KENNETH MICHAEL JOHNSON
CAROLINE SUZANNE BOUDREAU
Brian Michael McLarney
Kyle Gavin
BRIAN FRANCIS MCLARNEY
MARK ERNEST BILODEAU
Fady M Iskander
DAVID J. ELIADES
AMY L. MCCOY
Philip Joseph Proulx
TRISTAAN TERVEEN PETULLO
David Ira Roth

Within 25 miles of Chelmsford, MA, Best Investors lists 1,085 registered investment advisory firms with 2,084 offices nearby, managing about $41.7T in combined regulatory AUM across 3,546,725 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 Chelmsford

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