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Best financial advisors in N Andover, MA

Registered advisers within 25 miles of N Andover, MA.

Offices
1,778
Firms
960
Combined AUM
$41.2T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,536,092 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

ANDOVER ADVISORY GROUP
DEMERS FINANCIAL PLANNING
ROOTSON CAPITAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
MASSACHUSETTS WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
FLYING POINT FINANCIAL, INC.
FRENCH AND SKLOFF INVESTMENT ADVISORS, LLC
MML INVESTORS SERVICES, LLC
NEEDHAM ADVISORY CORPORATION
HIGHTOWER ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
SANTANDER SECURITIES LLC
STONEX ADVISORS INC.
ABBOT FINANCIAL MANAGEMENT, INC

Investors

JEFFREY ALLEN SHANK
MAUREEN MARY DEMERS
Wei Chen
JOY ANN BARON
JONATHAN BRITTON
JEREMY ALAN WALTON
Jessica Renee Morello
KAITLYN ANN O'Neill
SAMUEL JAMES CONTE
ADAM JAY TOBIN
KEVIN JAMES KENNEDY
AMY ELIZABETH MASTROMONACO
Scott Edward French
KRISTIN ANN NORDAHL
CAITLIN ALICIA DESOYE
GEORGE JONES KIMBALL
Ai L Welch
John Ham
Scott Brown
Joseph William Hayes
Marybeth R Breed
Ronald F Siggens
Stephen F Curran
Benjamin Duchano
Theo Dean Kalantzakos
Eileen Splaine Currie
Norine Lima
Blake ONeal
John Ryan Halloran
MARK DANIEL KRUPKOWSKI
JEFFREY ANDREW STREET
DENNIS CARL WASSUNG
ANDREW JAMES NOVELLINE
ROBERT ALAN MCLEMORE

Within 25 miles of N Andover, MA, Best Investors lists 960 registered investment advisory firms with 1,778 offices nearby, managing about $41.2T in combined regulatory AUM across 3,536,092 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 N Andover

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