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Best financial advisors in Essex, MA

Registered advisers within 25 miles of Essex, MA.

Offices
1,042
Firms
557
Combined AUM
$37.3T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,321,170 clients when Item 5C has a number
Avg / client
$11.2M
Combined AUM ÷ clients

Nearby offices

Firms

FOCUS PARTNERS WEALTH, LLC
BROADWATER CAPITAL MANAGEMENT LLC
406 VENTURES MANAGEMENT, LLC
EAGLECLAW CAPITAL MANAGEMENT LLC
CAPITAL ADVISORS GROUP, INC
MINOT DEBLOIS ADVISORS LLC
ARISTOTLE CAPITAL BOSTON, LLC
MOORS & CABOT, INC
LONG WHARF CAPITAL LLC
TA REALTY LLC
IEQ CAPITAL, LLC
UNDERSCORE.VC MANAGEMENT COMPANY, LLC
SIPPICAN CAPITAL ADVISORS
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
BV INVESTMENT PARTNERS, L.P.
BRECKINRIDGE CAPITAL ADVISORS INC

Investors

ERIN MAUREEN SULLIVAN
BRENT EVAN GARCIA
DAVID WARREN DONAHUE
DAVID WARREN DONAHUE
Matthew Ryan Paniati
STEFAN TAYLOR SPAZEK
ZACHARY A. BOURQUE
JOHN MCPHERSON
DAVID MICHAEL ADAMS
Jamie P Frazier
RAFAEL HERNANDEZ
KATHERINE ROSE KELLIHER
Scot B Wilks
Jerry Thomas Diamantides
Andrew Joseph Phelan
Mariella ROSE Catalano
THOMAS EDWARD POWERS
AUDREY BARBARA DAUM
STEPHEN A FREDERICK
THOMAS ALEXANDER HAND
PETER DAVID SCOTT
Charles Otto Fisher
Hayley Elizabeth Carron
SPENCER ALLEN EAGLETON
courtney bridge
Nelson Zompetti
Andrew James Donahue
JEFFREY DAVID BIELING
MICHAEL CHRISTOPHER HILDRETH
JAMES JOSEPH CESARZ
CALLUM JOSEPH FRASER MACLEAN
THOMAS BELL CHILDS
DALLIS KHANE GOODSON
BRICE MICHAEL MCMAHON
MARILYN CLAIRE HAYES
SCOTT ROSS BUNDY
JOHN P SULLIVAN
DAVID JOHN HORONZY
JONATHAN PAUL ENGERT
Britton Defeo
Ty August Vinick
STEPHEN DENAPOLI
Inis Mija
LORELI ANN GHEE
ROBERT D SELLECK
Rowan Drake Bradlee
ADAM BRECKENRIDGE BEARD
GORDON CHESTER BARRETT
CHAPIN POTTER MECHEM
AIMEE RUTH KORCH
OGNJEN SOSA
Evan Novak Couture
Ashley Elizabeth Weir
Alison Catherine DiFonzo
Andressa Fernandes Tsaparlis
MATTHEW CHRISTOPHER BUSCONE
ERIN McCall Nicholls
Christopher Ryan Hemhauser
James Gilchrest Begen
Joshua Ryan Perez
Brian Dennis Kelleher
CHRISTOPHER JOHN GOOLGASIAN
Chase Stratton

Within 25 miles of Essex, MA, Best Investors lists 557 registered investment advisory firms with 1,042 offices nearby, managing about $37.3T in combined regulatory AUM across 3,321,170 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 Essex

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