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Best financial advisors in Malden, MA

Registered advisers within 25 miles of Malden, MA.

Offices
2,217
Firms
1,145
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,420 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

STEP FUNCTION VENTURES MANAGEMENT LLC
BG FINANCIAL PLANNING
WHITMAN FINANCIAL SERVICES, LLC.
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
VESTMARK ADVISORY SOLUTIONS, INC.
SENTINEL PENSION ADVISORS, LLC.
SCOTT MANAGEMENT
PSG EQUITY L.L.C.
KESTRA ADVISORY SERVICES, LLC
VINYL CAPITAL
ATLAS VENTURE
ACCOMPLICE MANAGEMENT LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
ICAPITAL, LLC
JOHNSON O'CONNOR WEALTH MANAGEMENT
MOORE FINANCIAL ADVISORS, LTD.

Investors

IANKA TOCHEVA RANDO
LYN ALLISON PARKER
Thomas McHugh
Andrew Menefee
PAUL KEVIN BERGERON
Stephen Yeager
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
Shariq Yousfi
GEORGE MICHAEL BOWEN
LAUREN RACHEL NOHELTY
RICHARD SCOTT NOHELTY
Connor Bryan Demore
DENNIS ALFRED FRANSON
PHILIP JOSEPH CAMERLENGO
MOLLY ANNE GOODWIN
Erika Krohomer
KATIE ANN UMILE
RYAN D RUTHERFORD
TANYA MARIE MCMAHON
ERIN Flynn Wells
Meghan Elisabeth Rooney
Stephen James Feron
ROBERT FREDERICK KANIA

Within 25 miles of Malden, MA, Best Investors lists 1,145 registered investment advisory firms with 2,217 offices nearby, managing about $42.1T in combined regulatory AUM across 3,547,420 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 Malden

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