Best Investors Account Sign in

Best financial advisors in Melrose, MA

Registered advisers within 25 miles of Melrose, MA.

Offices
2,231
Firms
1,146
Combined AUM
$43.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,482 clients when Item 5C has a number
Avg / client
$12.1M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
ACCESS INVESTMENT MANAGEMENT
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RISEN PHOENIX CAPITAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
TRUST ADVISORY GROUP LTD
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
FINANCIALLY IN TUNE
BEACON POINTE ADVISORS, LLC

Investors

Christopher Clark Cinella
Karen Laplante
JUSTIN DELANEY
WENDI CHRYSTINA COWDREY-RAGON
MICHAEL STEPHEN LEONE
Fabiola Louis-Jean
Alex Toussaint
GREGORY JASON MCLEAN
MARC E YOUNG
DAVID RYAN ALVES
TAYLOR CAGGIULA
JONATHAN LANSTEIN
Jennifer Baker-Alves
NATHAN CHARLES GOODWIN
ADAM BRAND
WILLIAM HADLEY MCEVOY
DARRELL ANDERSON SMITH
Jarrett Brink
MEDINA AVDIC
Kevin Burke
COLE S FULLER
ANTHONY DAVID SPEZIALE
FRANK ANTHONY PERELLA
KEVIN RICHARD SULLIVAN
JAMES CLARENCE TAYLOR
JENNIFER DEWEY KUNDROT
JEANNE GIBSON SULLIVAN
PHILIP CLAYTON LEE
AMANDA ANNE MAGEE

Within 25 miles of Melrose, MA, Best Investors lists 1,146 registered investment advisory firms with 2,231 offices nearby, managing about $43.0T in combined regulatory AUM across 3,546,482 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 Melrose

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