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Best financial advisors in Chelsea, MA

Registered advisers within 25 miles of Chelsea, MA.

Offices
2,211
Firms
1,143
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,311 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

DAKOTA WEALTH, LLC
BG FINANCIAL PLANNING
WHITMAN FINANCIAL SERVICES, LLC.
JOHNSON O'CONNOR WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
MS FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MAHONEY FIORENTINO & CO P.C.
SIMPLICITY WEALTH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SAVVI FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
LPL FINANCIAL LLC
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
RHOTOPIA FINANCIAL ADVISORS

Investors

NICOLE' CHARLES MEREDITH KEANE
JONATHAN DAVIDSON POND
IANKA TOCHEVA RANDO
LYN ALLISON PARKER
Stephen James Feron
PHILIP JOSEPH CAMERLENGO
NEWTON MICHAEL SPURR
JIANGUO WANG
Map K On
Harrison Seitz
ROBERT A PROUSALIS
PAUL THOMAS LYSAN
BRIAN RICHARD HARRISON
CHRISTOPHER MICHAEL MORAN
STAVROS EFTHIMIOS KOKKOTOS
GEORGIA NMN MOURTZINOU
ALEXANDER MICHAEL SAUER-BUDGE
ADRIAN B BECKER
KEVIN MICHAEL DALEY
ANTHONY DEMOSTHENES MARKEN
Griffin O Barriere
Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH
Jacob Vigneau
QIN ZHAO
JONATHAN CHRISTOPHER ERB
Hali Rose Morrison
Rivers Edwards
DAVID M CAROLAN
MEIHUA TU
KYLE PATRICK BREDICE
Erin O'Brien
Jamie Katherine OBrien
Bryan Christopher Matson
James Hill
Zachary Frisella
Thomas Michael Ellwanger
Jared Albert Bishop
Hui Z YU
Sofia Levina
DONALD A COHEN
NORA A RHO

Within 25 miles of Chelsea, MA, Best Investors lists 1,143 registered investment advisory firms with 2,211 offices nearby, managing about $42.1T in combined regulatory AUM across 3,547,311 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 Chelsea

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