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Best financial advisors in Lexington, MA

Registered advisers within 25 miles of Lexington, MA.

Offices
2,273
Firms
1,166
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,662 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

FREYA FINANCIAL SERVICES
COMMONWEALTH FINANCIAL NETWORK
STRAIGHTPOINT CAPITAL LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
OUELLETTE WEALTH ADVISORY LLC
HIGHTOWER ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
SANTANDER SECURITIES LLC
HARDER MANAGEMENT COMPANY, INC.

Investors

LINDA COLLEEN NELSON
LAURA PEEKE
YEKATERINA S FERRARO
KATHRYN LINDA MAFFEI
WILLIAM ROBERT STURGES
Zeid Basyouni
JOSEPH MICHAEL BUCKLEY
JENNIFER MARY MCCARTHY
PATRICK JEREMIAH CARPENTER
JOHN WILLIAM BULLOCK
Katrina Mann Graves
Nicholas Joseph Avola
THOMAS JOSEPH OUELLETTE
Paul Matthew Garozzo
SPENCER NORMAN BETTS
Jack Freedman
ASHLEY MARIE HOY
DOROTHY INEZ BICKLING
Terrence McManus
Mark C Witt
NEERJA KALLOO
TAYLOR JOSEPH MORRISON
SUSAN LYN PANDUKU
Andrew Richardt
MARK STEPHEN CARLEY
MICHAEL STEPHEN TUCCI
KERRY HENRY LURIA
GEORGE EDWARD BOUTON
JAMES LEO HASTINGS
JASON DANIEL HASTINGS
AARON MARK DERDERIAN
KRISTINE MARIE PORCARO
Peter Sullivan
Carlos Ferreira
Bruce Price Thompson
FRANK ANTHONY CENSULLO
Roger Henry Foster
Bakhtiar Hussaini
PHILIP CHARLES STONE
KATHRYN ALICIA DUNLOP
MARIOLENI MANDELIS
MICHAEL JOSEPH IOFFREDO
ALAN ANTHONY IOFFREDO
KACEY NELSON SMITH
LINDA ELLEN DURANT
SALVATORE JAMES MANISCALCO
TORRENCE C. HARDER

Within 25 miles of Lexington, MA, Best Investors lists 1,166 registered investment advisory firms with 2,273 offices nearby, managing about $42.2T in combined regulatory AUM across 3,546,662 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 Lexington

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