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Best financial advisors in Medford, MA

Registered advisers within 25 miles of Medford, MA.

Offices
2,235
Firms
1,149
Combined AUM
$43.3T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,369 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

DIVERSIFY ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PGIM INVESTMENTS LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
OSAIC WEALTH, INC.
VALIC FINANCIAL ADVISORS, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
SOUTH SHORE INVESTMENT SERVICES LLC
CAPITAL ANALYSTS
LINCOLN INVESTMENT
ADVANCED PORTFOLIO DESIGN, LLC
EAGLE STRATEGIES LLC
NORTH SHORE WEALTH MANAGEMENT

Investors

MATTHEW ANGEL
CHRISTOPHER MICHAEL DONOVAN
Michael O'Connor
Matthew Raymond DiSandro
ANTHONY WISNER MILLER
JAY PATRICK IRVING
JEFFREY PAUL WHITE
JAMES ROBERT SICKOREZ
PAUL PHILIP MELANSON
MATTHEW NARDONE
JOSEPH THOMAS BENSON
STEPHEN JOHN LEARY
JOHN ALAN FREDERICKSON
MICHAEL PAUL QUIRK
Dylan Thomas Bernache
SEAN GEORGE BROWN
Luke Allen
WAYNE FRANCIS SULLIVAN
Joshua Edward Singer
Colby Hesson
KRISTEN MARIE NOONAN
PAUL Joseph KILDAY
BRYAN JOSEPH GALLIGAN
Jennifer Anne Murphy
PETER JONATHAN CANNIFF
Hope Suzanne Canniff
JASON THOMAS BOURQUE
BLAIR THOMAS BRETON
Matthew Hughes
Brian St Croix
John Olivieri

Within 25 miles of Medford, MA, Best Investors lists 1,149 registered investment advisory firms with 2,235 offices nearby, managing about $43.3T in combined regulatory AUM across 3,547,369 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 Medford

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