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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

1414 VENTURES
INTERCONTINENTAL REAL ESTATE CORPORATION
INTERCONTINENTAL CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
EDWARD JONES
TILTON ASSET MANAGEMENT
VESTMARK ADVISORY SOLUTIONS, INC.
SENTINEL PENSION ADVISORS, LLC.
MAHONEY FIORENTINO & CO P.C.

Investors

WENDI CHRYSTINA COWDREY-RAGON
Michael Yuan
Yi Yang
Sandra Jane Cullen
Cigdem Sonmez
WILLIAM TODD SWENSON
AMY SUE SCARBOROUGH
RICHARD MURRAY HELD
Matthew Wagner Grygiel
JACK FREEMAN REETZ
JULEBY ANTHONY HIRSCH
STEPHANIE ANGELINA CASEY
JASON LEONARD BERTSCH
Myky Tran
NICHOLAS ANGELO PAPAKYRIKOS
ANDREW JED MASON
Thiago Ribeiro
Xiaoyue Shi
JUSTIN DELANEY
Christopher Clark Cinella
Karen Laplante
GREGORY JASON MCLEAN
DANIEL G TILTON
ROBERT GUIDO BATTISTA
TRISTAN WILLIAMS BENOIT
BRIAN OVERTON
Robert F Kozlowski
HENRY BANKSON RITER
Lisa Ann Barstow
JAMES PATRICK ENGLISH
NICHOLAS OCKENGA
Amber Starr Martignetti
Sean Benjamin Fox
JANELLE RUTH ANDERSON
DAVID ALEXANDER BATCHELDER
BRETT J SCHNEIDER
ALAN R PFEFFER
JULIE DORAN STEWART
KEVIN H LEUNG
MATTHEW Edward CLEARY
JONATHAN HENRY CLARK
DANIEL BERNARDO
ROSS EDWARD JAMES
EILEEN FAYE GREENSPAN
MICHAEL JOSEPH DIBACCO
JAMES WILLIAM O'BRIEN
RYAN MARK RANSFORD
BRIAN ANTHONY LOPEZ
JOYCE E. CLOUTHIER
NIKHIL AIDAN STIFF
Kimberly Mary Pepoli
Anthony Francesco Mancini
Angelina Francesca Walker
Lukas Benjamin Eldridge
James Jason LaFleur
Griffin Milton May
Michael Philip Svolos
JERO MOURADIAN
Garrett Murphy
Patrick Lambe
ROBERT MICHAEL DIMASE
MATTHEW HOWARD MCPHAIL
JOHN TERRY GRACE
JAMES MICHAEL CARNEVALE
DOUGLAS K DUSTIN JR
ARA DILOYAN
Sarah E Stevens
Ryan Matthew Petti
Brian Gerard Murphy
Daniel O'Brien
LAWRENCE BRIAN RAYMOND
JAMES HALSEY DAILEY
Dylan T. Lemis
Sophie Anne Benander
COLE S FULLER
MICHAEL STEPHEN LEONE

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