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Best financial advisors in Saugus, MA

Registered advisers within 25 miles of Saugus, MA.

Offices
2,220
Firms
1,140
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,449 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

BOSTON PARTNERS
HELICASE VENTURE ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SANTANDER SECURITIES LLC
INTEGRATED WEALTH CONCEPTS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CATARIA CAPITAL MANAGEMENT LP
WEALTH EFFECTS
RHUMBLINE ADVISERS
RIVERVIEW CAPITAL ADVISERS LLC
CRAWFORD FUND MANAGEMENT, LLC
MCCARTER PRIVATE WEALTH SERVICES LLC
J.P. MARVEL WEALTH MANAGEMENT, INC.
MAYFLOWER ADVISORS
REDWOOD INVESTMENTS, LLC
WEATHERBIE CAPITAL, LLC
INTERGENERATION CAPITAL MANAGEMENT, LLC
CONVERGENCY PARTNERS ADVISORS LLC

Investors

CHRISTOPHER JAMES BRENNAN
MICHAEL J RAPOSA
ADAM CHRISTOPHER BAUR
Elias Elmoualem
R. AARON MILLER
Alaina Giordani
Scott E Richer
GERALD JOSEPH DONOVAN
DOUGLAS JUDE DICERBO
JAMES NOE PETTORELLI
Daniel A Pion
Evan Shifley
Thomas Andrew Pekkarinen
WILLIAM THOMAS FULTON
PAUL ANTHONY MASLOWSKI
Scott I Liston
Bailey O'Brien Fielding
SAMUEL JOSEPH DIARBAKERLY
Avery E Dwyer
Brandon Thomas Franco
Beltran Maroto Tobias
Philip Andre Peloquin
Ian Watson
WILLIAM ANTHONY LIBERTI
WARNER WHITMAN WAYNE
Derek Chase Liberti
BRIAN THOMAS BURKHART
STANTON FOCHT WEISSENBORN
Benjamin P Seaman
PAULA J PIENKOWSKA
Kevin Bonacci
NICOLE MARIE HEAVERN
ALAN LEONARD ARCADIPANE
CHRISTOPHER LEIGH CRAWFORD
JONATHAN RICHARD SAUNDERS
SCOTT LUDWIG UTZINGER
MARK A NOWAK
MELISSA W FLYNN
JOSEPH F PATTON
ROBERT TRENT STEPHENSON
JOHN L WILCOX
LAWRENCE MICHAEL GLAZER
ALLISON M. Crate
Christopher Barrett
JOHN ALBERT LONGO
Jared Jon Manville
JEFFREY SAMUEL MEHNE
JEFF JOSEPH CASHIN
JONATHAN ARTHUR TAYLOR
RYAN PATRICK FOLEY
JONIDA MUCKA PAPAJANI
DANIELLE LISE BREEN
Jonathan Rollins Brown
STEVEN DIMITRIOU
PETER GEARY MARTIN
LOUIS FRANCIS CHONG
MATTHEW JASON MCLOY
VINSON EDWARD BROD
JOSEPH PAUL KENDALL
CORYDON GEORGE CALLAHAN
Christopher Ryan McSherry
LLOYD GEORGE GLAZER
JOHN HENRY MITCHELL
COLIN PATRICK CRONIN
DONALD WILLIAM SMITH
EZRA S SAMET
JEFFREY M MILLER
ERIC JOHN HOERDEMANN

Within 25 miles of Saugus, MA, Best Investors lists 1,140 registered investment advisory firms with 2,220 offices nearby, managing about $42.0T in combined regulatory AUM across 3,546,449 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 Saugus

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