Best financial advisors in Concord, MA

Registered advisers within 25 miles of Concord, MA.

Offices

2,219

Firms

1,133

Combined AUM

$42.2T

Firm-wide filings, not assets booked only here

Clients

3.56M

3,555,317 clients when Item 5C has a number

Avg / client

$11.9M

Combined AUM ÷ clients

Nearby offices

HERITAGE FINANCIAL NETWORK, INC.

97 LOWELL ROAD
CONCORD, MA 01742

MEETING HOUSE CAPITAL, LLC

100 MAIN STREET SUITE 110-2
CONCORD, MA 01742

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

52 MAIN ST
CONCORD, MA 01742

CONCORDIA WEALTH MANAGEMENT, LLC

37 MAIN STREET SUITE 1
CONCORD, MA 01742

SPENCER BROOK ASSET MANAGEMENT, LLC

747 MAIN STREET SUITE 213
CONCORD, MA 01742

SPENCER BROOK ASSET MANAGEMENT, LLC

747 MAIN STREET, STE 213
CONCORD, MA 01742

COVALENT PARTNERS LLC

30 MONUMENT SQUARE SUITE 250
CONCORD, MA 01742

ALTA EQUITY PARTNERS, LLC

30 MONUMENT SQUARE SUITE 302
CONCORD, MA 01742

MONUMENT GROUP WEALTH ADVISORS, LLC

801 MAIN STREET SUITE 14
CONCORD, MA 01742

MONUMENT GROUP WEALTH ADVISORS, LLC

801 MAIN STREET
CONCORD, MA 01742

AMERIPRISE FINANCIAL SERVICES, LLC

33 Bedford St 2nd Flr
Concord, MA 01742

USA MUTUALS ADVISORS, INC.

300 BAKER AVE SUITE 300
CONCORD, MA 01742

HORNOR, TOWNSEND & KENT, LLC

300 BAKER AVENUE SUITE 300
CONCORD, MA 01742

BAY COLONY ADVISORS

86 BAKER AVENUE EXTENSION SUITE 310
CONCORD, MA 01742

CITIZENS SECURITIES, INC.

762 ELM STREET MS: MA760
CONCORD, MA 01742

CAPE ANN CAPITAL, INC.

22 GROVE STREET
CONCORD, MA 01742-1509

COMMONWEALTH FINANCIAL NETWORK

1400 Lowell Rodd
Concord, MA 01742

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

12 Pond Lane, Suite EB S-2
Concord, MA 01742

TWELVE POINTS WEALTH MANAGEMENT

9 POND LANE SUITE 3A
CONCORD, MA 01742

NEWEDGE ADVISORS

9 Pond Lane #1F
Concord, MA 01742

Firms

HERITAGE FINANCIAL NETWORK, INC.

MEETING HOUSE CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CONCORDIA WEALTH MANAGEMENT, LLC

SPENCER BROOK ASSET MANAGEMENT, LLC

COVALENT PARTNERS LLC

ALTA EQUITY PARTNERS, LLC

MONUMENT GROUP WEALTH ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

USA MUTUALS ADVISORS, INC.

HORNOR, TOWNSEND & KENT, LLC

BAY COLONY ADVISORS

CITIZENS SECURITIES, INC.

CAPE ANN CAPITAL, INC.

COMMONWEALTH FINANCIAL NETWORK

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TWELVE POINTS WEALTH MANAGEMENT

NEWEDGE ADVISORS

Investors

CHARLES ROBERT LAWSON

JAMES DONALD LAWSON

OLEG G LITVINENKO

ROBERT RODRIGUEZ

WILLIAM CLAFLIN SPRING

LEE CHRISTOPHER MCGOWAN

BYRON EWART WOODMAN

Erin Rose Sullivan

KELLY LYNN COLLINS

PAUL CONDE STREHLE

JOHN THOMAS CONTE

ROBERT LYLE GREEN

SHAWN PAUL HARRINGTON

ETHAN MARK FREISHTAT

JAMES CLEMENTS CATACCHIO

JOHN WINTHROP OHL

FRANCOIS JEROME DUCROUX

DAVID EDWARD BUNKER

Nicholas Peter Jon Grose

PETER JOHN EARLE GROSE

TIMOTHY THOMAS DOUGHERTY

JOHN BRITTON HUGHES

PAMELA JEAN BAKOS

Sandi S. Goodman-Brown

STILSON NORIYOSHI TOMITA

MICHAEL Martin LONG

JAMES RALPH JASINSKI

GEOFFREY D MCCARTHY

LEE NELSON SCHMERTZLER

DOUGLAS CHARLES NORBERG

Brendan Donaghey

JEFFREY STUART KING

Gregory Alan Phillips

Carolyn Brenda Mullins

Tracey Beauregard Hartford

NEIL JOSEPH TREMBLAY

DEBORAH NORTH CARTISSER

CHRISTOPHER ALAN CAHILL

DAVID MATTHEW CLAYMAN

Joseph Paul Montana

JOEL DOUGLAS FEARON

BARBARA BECKER MAIETTA

Joseph Michael Belsanti

EMANUEL NMN FRANGIADAKIS

FRANCESCA EILEEN FEDERICO

William George Koshivas

STEPHEN JOHN BRUNO

ABBEY LEE HENDERSON

Within 25 miles of Concord, MA, Best Investors lists 1,133 registered investment advisory firms with 2,219 offices nearby, managing about $42.2T in combined regulatory AUM across 3,555,317 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 Concord

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