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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

RATIONAL INVESTMENT GROUP, LLC
NUBIAN SQUARE INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
COLLABORATIVE FINANCIAL SOLUTIONS LLC
THURSTON HALL INVESTMENT RESEARCH, LLC
JANUARY VENTURES GP, LLC
SCOTT MANAGEMENT
PSG EQUITY L.L.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DARROW WEALTH MANAGEMENT
EDWARD JONES

Investors

Antashe Katherine-Jessie Howard
Jock Darian Payten
Jason Michael Andrade
Mackenzie Catherine Liman
JENNIFER ALISON HARNEY-READ
AMY CHRISTINE PASQUARELLI
DAVID MICHAEL KILEY
CRAIG HOWARD HARSFIELD
SID CHAUDHRY
Dennis Michael Sexton
James Justice Ogborn
Alicia Marie Clancy
Raymond Richard Forster
MICHELLE ELISE WELLS
MATTHEW ROBERT MCCREARY
KRISTIN BOTTO MCKENNA
JOHN EDWARD LEVANGIE
JOSEPH E SHEA
Shelly Kay Gillis
Andrew David Gillis
Matthew Tylus
Joseph R O'Brien
MICHAEL EDWARD RYAN

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