Best financial advisors in Vlg Nagog Wds, MA

Registered advisers within 25 miles of Vlg Nagog Wds, MA.

Offices

2,077

Firms

1,078

Combined AUM

$41.7T

Firm-wide filings, not assets booked only here

Clients

3.55M

3,547,714 clients when Item 5C has a number

Avg / client

$11.7M

Combined AUM ÷ clients

Nearby offices

TWELVE POINTS WEALTH MANAGEMENT

9 POND LANE SUITE 3A
CONCORD, MA 01742

NEWEDGE ADVISORS

9 Pond Lane #1F
Concord, MA 01742

NEWEDGE ADVISORS

9 Pond Lane Suite 1F
Concord, MA 01742

USA MUTUALS ADVISORS, INC.

300 BAKER AVE SUITE 300
CONCORD, MA 01742

HORNOR, TOWNSEND & KENT, LLC

300 BAKER AVENUE SUITE 300
CONCORD, MA 01742

MONUMENT GROUP WEALTH ADVISORS, LLC

801 MAIN STREET SUITE 14
CONCORD, MA 01742

MONUMENT GROUP WEALTH ADVISORS, LLC

801 MAIN STREET
CONCORD, MA 01742

SPENCER BROOK ASSET MANAGEMENT, LLC

747 MAIN STREET SUITE 213
CONCORD, MA 01742

SPENCER BROOK ASSET MANAGEMENT, LLC

747 MAIN STREET, STE 213
CONCORD, MA 01742

INTEGRATED WEALTH CONCEPTS LLC

2250 Main Street Suite 3
Concord, MA 01742

OSAIC WEALTH, INC.

2352 MAIN STREET SUITE 300
CONCORD, MA 01742

HERITAGE FINANCIAL NETWORK, INC.

97 LOWELL ROAD
CONCORD, MA 01742

LPL FINANCIAL LLC

185 LITTLETON RD
CHELMSFORD, MA 01824

MEETING HOUSE CAPITAL, LLC

100 MAIN STREET SUITE 110-2
CONCORD, MA 01742

COVALENT PARTNERS LLC

30 MONUMENT SQUARE SUITE 250
CONCORD, MA 01742

ALTA EQUITY PARTNERS, LLC

30 MONUMENT SQUARE SUITE 302
CONCORD, MA 01742

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

52 MAIN ST
CONCORD, MA 01742

CONCORDIA WEALTH MANAGEMENT, LLC

37 MAIN STREET SUITE 1
CONCORD, MA 01742

AMERIPRISE FINANCIAL SERVICES, LLC

33 Bedford St 2nd Flr
Concord, MA 01742

EDWARD JONES

14 NASON STREET
MAYNARD, MA 01754

Firms

TWELVE POINTS WEALTH MANAGEMENT

NEWEDGE ADVISORS

USA MUTUALS ADVISORS, INC.

HORNOR, TOWNSEND & KENT, LLC

MONUMENT GROUP WEALTH ADVISORS, LLC

SPENCER BROOK ASSET MANAGEMENT, LLC

INTEGRATED WEALTH CONCEPTS LLC

OSAIC WEALTH, INC.

HERITAGE FINANCIAL NETWORK, INC.

LPL FINANCIAL LLC

MEETING HOUSE CAPITAL, LLC

COVALENT PARTNERS LLC

ALTA EQUITY PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CONCORDIA WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JEFFREY STUART KING

Gregory Alan Phillips

Carolyn Brenda Mullins

Tracey Beauregard Hartford

NEIL JOSEPH TREMBLAY

DEBORAH NORTH CARTISSER

CHRISTOPHER ALAN CAHILL

DAVID MATTHEW CLAYMAN

Joseph Paul Montana

JOEL DOUGLAS FEARON

BARBARA BECKER MAIETTA

Joseph Michael Belsanti

EMANUEL NMN FRANGIADAKIS

FRANCESCA EILEEN FEDERICO

William George Koshivas

STEPHEN JOHN BRUNO

ABBEY LEE HENDERSON

Elizabeth Allen Malgari

PAUL CONDE STREHLE

JOHN THOMAS CONTE

LEE CHRISTOPHER MCGOWAN

BYRON EWART WOODMAN

WILLIAM CLAFLIN SPRING

BRAD MITCHELL CAPLAND

SCOTT WALLACE HOLDEN

CHARLES ROBERT LAWSON

JAMES DONALD LAWSON

Michael Tartarini

OLEG G LITVINENKO

ROBERT RODRIGUEZ

Erin Rose Sullivan

KELLY LYNN COLLINS

Tristan Bezzant

Within 25 miles of Vlg Nagog Wds, MA, Best Investors lists 1,078 registered investment advisory firms with 2,077 offices nearby, managing about $41.7T in combined regulatory AUM across 3,547,714 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 Vlg Nagog Wds

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