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Best financial advisors in North Billerica, MA

Registered advisers within 25 miles of North Billerica, MA.

Offices
2,096
Firms
1,096
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,548,107 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THE FIDUCIARY ALLIANCE
TD PRIVATE CLIENT WEALTH LLC
LINCOLN MANAGEMENT

Investors

FRANK MICHAEL HYNES
CHARLES MICHAEL CARELLA
WARREN BRUCE BAUM
MURAD HUSON ROYAL
MARIANNE ELIZABETH ZAWACKI
MICHAEL JOSEPH CUNNINGHAM
Michael Rinaldi
Nathaniel Tarlow
Anthony J Silvio
Thomas Lawrence Fitzpatrick
JASON BERNHARDT THOLANDER
ROGER CUNHUI YANG
YU FU
Joseph L Languirand
Amara Vashti Mohan
MICHAEL ANTHONY CARBONE
LAWRENCE FRANCIS EPPOLITO
MATTHEW MENDALL SCHWARTZ
MARY JOANNE METRO
Rachel Veronica Davis
Jonathon Salo
DENNIS EUGENE HOLLAND
SCOTT SHERIDAN HANLEY
PHILIP DRUMMOND WINN
BRIAN HOWARD DICK
TIMOTHY DICK
Kevin Edward Dick
BARRY RAYMOND DICK
JONATHAN TAYLOR DICK
MATTHEW ARTHUR KEEFE
BRIAN WILLIAM HEFFERNAN
MASROOR HASSAN
DAVID J. ELIADES
AMY L. MCCOY
Michael Tartarini
DALE ELIZABETH LEWIS

Within 25 miles of North Billerica, MA, Best Investors lists 1,096 registered investment advisory firms with 2,096 offices nearby, managing about $42.0T in combined regulatory AUM across 3,548,107 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 North Billerica

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