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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

AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL ANALYSTS
J.P. MORGAN SECURITIES LLC
COVALENT PARTNERS LLC
ALTA EQUITY PARTNERS, LLC
GRANITE ADVISORS LLC
CONCORDIA WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOCUS PARTNERS WEALTH, LLC
WESTMINSTER FINANCIAL ADVISORY CORP
LPL FINANCIAL LLC
HERITAGE FINANCIAL NETWORK, INC.
ANDERSONLANE
MEETING HOUSE CAPITAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDELMAN FINANCIAL ENGINES
EDWARD JONES

Investors

BRYAN TIMOTHY CAREY
SANDRA LEE LALOND
Surya Karen Sapra
TIMOTHY MCALOON
Erin Rose Sullivan
KELLY LYNN COLLINS
Larry A Xhama
Mohamad Mawed
Gregory William Lamping
DAVID M DENNIS
ROBERT RODRIGUEZ
Joseph M Shutt
Zeid Basyouni
CHANEL LOIS GULLAGE
BARRY JON MORGAN
Derek Robinson Thisse
DEBRA KENDALL BREDE
THOMAS FRANCIS LABRIE
BRIDGET MAHONEY GRELLA
CHARLES ROBERT LAWSON
JAMES DONALD LAWSON
SCOTT ANDERSON SWARTZ
OLEG G LITVINENKO
PAUL BERNARD COONEY
BRAD LANGLEY CROALL
STEPHANIE ANN MANCHON
NATHAN JACOB BALDWIN
ELLIOT BRUCE HERMAN
DEBRA ANN BURNS
Alexi Aris Tsolirides
Gary Shilman

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