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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
CANOPY CAPITAL GROUP
ON INVESTMENT MANAGEMENT CO
PARK AVENUE SECURITIES LLC
CRR WEALTH MANAGEMENT
GUIDON GLOBAL LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
SHELTERED GARDEN FINANCIAL GROUP LLC

Investors

ERIC V SECHMAN
Christopher Conrad Adams
Emily C French
JONATHAN T AYRES
JONATHAN LEWIS AYRES
ZACHARY CONOVER BOUCHARD
ROBERT WALTER TAFURI
LEE GRAHAM EUDY
Spencer John Gilmore
James Mathew Gibbons
Tatiana Sigalova
Ryan Nelson
DAVID FRANCIS MAHER
MICHAEL NICOLAS MARTONE
ERIC JASON GOLDEN
JEFFERY PAUL BOUTIN
JOHN L HOWARD
JOHN S ROCCO
Christina OConnell
Lillian Kathryn Eason
JAMES M DESROCHER
JOHN FRANCIS RIZZO
Perry Travis Radford
Andrew K Dean
Nicolas L Cunha
KIMBERLY ANN RATCLIFFE
JONI A STONE
ROBERT BRANDT HEITZMAN
REED THOMAS MANNING
RYAN BERNARD MCQUILKIN
YVAN PHILIPPE BODART
TODD CHRISTOPHER MILLS
CHRISTIAN DAVID MCVEY
Ryan Sheehan Creegan

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