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Best financial advisors in Lowell, MA

Registered advisers within 25 miles of Lowell, MA.

Offices
2,021
Firms
1,046
Combined AUM
$41.5T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,962 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THE FIDUCIARY ALLIANCE
BAKER TILLY WEALTH MANAGEMENT, LLC
MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
EQUITY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
MONEY CONCEPTS CAPITAL CORP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TD PRIVATE CLIENT WEALTH LLC

Investors

CHRISTOPHER PAUL MARA
PAUL JASON LANDRY
BRIAN HOWARD DICK
TIMOTHY DICK
Kevin Edward Dick
BARRY RAYMOND DICK
JONATHAN TAYLOR DICK
MATTHEW ARTHUR KEEFE
JEREMY M ROBERT
TIMOTHY EDWARD HOLE
DAVID MICHAEL DUBRAVA
Brian Michael McLarney
Kyle Gavin
BRIAN FRANCIS MCLARNEY
MARK ERNEST BILODEAU
CAROLINE SUZANNE BOUDREAU
Fady M Iskander
ROBERT ALAN PAUL
TRACY ANN SHEA
MARK RICHARD LEFEBVRE
KENNETH MATTHEW LEFEBVRE
KENNETH MICHAEL JOHNSON
Philip Joseph Proulx
BRIAN WILLIAM HEFFERNAN
TRISTAAN TERVEEN PETULLO
Joseph L Languirand
Michael Rinaldi
Nathaniel Tarlow
MURAD HUSON ROYAL
MARIANNE ELIZABETH ZAWACKI
MICHAEL JOSEPH CUNNINGHAM
MICHAEL ANTHONY CARBONE
LAWRENCE FRANCIS EPPOLITO
MATTHEW MENDALL SCHWARTZ
MASROOR HASSAN

Within 25 miles of Lowell, MA, Best Investors lists 1,046 registered investment advisory firms with 2,021 offices nearby, managing about $41.5T in combined regulatory AUM across 3,545,962 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 Lowell

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