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Best financial advisors in Somerville, MA

Registered advisers within 25 miles of Somerville, MA.

Offices
2,265
Firms
1,159
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,586 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

MASS GENERAL BRIGHAM VENTURES, LLC
EQUAL OPPORTUNITY VENTURES
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ENGINE VENTURES
WOOD WEALTH GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WATERLINE VENTURES, LLC
CAUSEWAY MEDIA PARTNERS
CAUSEWAY MANAGEMENT II, LLC
FOUNDER COLLECTIVE
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.
CLARUS VENTURES, LLC

Investors

Stephen J Saulnier
THOMAS JOSEPH REGAN
Inga Yengoyan
Chloe Elizabeth Sanders
Rodney Ryan Beckles
Timothy Stark
Christopher Fairfield
Todd MATTHEW Kobelski
Matthew D Pimental
Justin OConnor
Gudeta S Tura
Albert Dobrushkin
THOMAS RAY TUCKER
MARK RONALD DEGREGORIO
BRENDAN EDWARD CALLAHAN
Jerry Bowman
William Michael Satkevich
Andres Eduardo Ayala
CLAUDIA ANNE ROSS
PAUL RUSSELL ADAMS
JEFFREY P SPENCER
GEOFFREY MISHKIN
Kevin Andrew Harrison
CHRISTOPHER JOSEPH WOOD
JAMES HERBERT SWALLOW
Michael Yuan
Yi Yang
NICOLE KRISTINE ABBOTT
JAMES R. WHEELER
ADAM GRENIER
PETER CANESTRARI
RYAN SHOREY
ALEXANDRA ESSMAN
COURTNEY MCCAULEY
KYLE ROBERT FERREIRA
PAIGE TEOH
GIANNI VALENTINI
SARAH MARIE WHEELER
KYLE BOKUNIEWICZ
MATTHEW CRIMMINGS
JOHN SOBORSKI
SEAN EGAN
JULIA GURZENDA
CHRISTOPHER P. COLANTONI
JACK BENENSON
George Leo Barrett
PATRICK J. MONAGHAN
EMILY O'NEIL
SAGE BERESIN
RICHARD COOPER WARREN
JOHN HONEBRINK
NICHOLAS ANKETELL
RICHARD MCGAUGHEY
Edward C Radler
XIAO-XIA ERICA ZHEN
LEON FRIDMAR
Amanda K. O'Dell
Matthew Weiss Cohen
LAUREN VIVES
Sandra Jane Cullen
Cigdem Sonmez
WILLIAM TODD SWENSON
AMY SUE SCARBOROUGH
RICHARD MURRAY HELD
Matthew Wagner Grygiel
JACK FREEMAN REETZ
JULEBY ANTHONY HIRSCH
STEPHANIE ANGELINA CASEY
JASON LEONARD BERTSCH
John T. Miranda

Within 25 miles of Somerville, MA, Best Investors lists 1,159 registered investment advisory firms with 2,265 offices nearby, managing about $42.1T in combined regulatory AUM across 3,547,586 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 Somerville

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