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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

Firms

GW&K INVESTMENT MANAGEMENT, LLC
SUMMIT PARTNERS, L.P.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC
MANULIFE INVESTMENT MANAGEMENT (US) LLC
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
JOHNSON O'CONNOR WEALTH MANAGEMENT
STANCE CAPITAL LLC
DIAMETRIC CAPITAL, LP
MARATHON FINANCIAL GROUP
WINTHROP SQUARE CAPITAL, L.P.
WILL VENTURES
186 VENTURES MANAGEMENT GROUP, LLC
MATERIAL IMPACT MANAGEMENT, LLC
ONE WAY VENTURES MANAGEMENT PBC, INC.
MIRAE ASSET CAPITAL LIFE SCIENCE, INC.
FELIS ADVANTAGE, LP
OT MANAGEMENT, LLC

Investors

Christopher Ryan Lackey
Joseph Stephen Pasquale
DANIEL JOHN FASCIANO
Chad E O'Neil
Matthew Theodore Shumaker
SCOTT REED PETERSON
JAMES MICHAEL MCCARTHY
Mark Patrick Lewis
Tassadit Bellal
WILLIAM BRESLIN
Wyatt C Semenuk
ISABEL ARGUELLES
Alexa Raye Alexander
Alexander Preston Jamieson
Sydney E Mundy
Nicholas M Denbow
Daniel Silva
Colby Vincent Griffin
Samuel Karl Stout
Peter M Murphy
Ian Stephens
Sarah Margaret Dailey
David Ryan Hutzley
Michaela J Leslie
Dylan Delaney
Cecelia A RisCassi
Brady S Lamberti
Ricardo Armando Cervantes
Stephen James Feron
KYLE KADAR BALKISSOON
WILLIAM HOLLAND DAVIS
VICKI LYNN BENJAMIN
CONNOR JAMES GALLIVAN
CHARLES G BROWN IV
JONATHAN PAUL YEAGER

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