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Best financial advisors in W Concord, MA

Registered advisers within 25 miles of W Concord, MA.

Offices
2,204
Firms
1,124
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.56M
3,555,303 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

HERITAGE FINANCIAL NETWORK, INC.
MEETING HOUSE CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONCORDIA WEALTH MANAGEMENT, LLC
SPENCER BROOK ASSET MANAGEMENT, LLC
COVALENT PARTNERS LLC
ALTA EQUITY PARTNERS, LLC
MONUMENT GROUP WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
USA MUTUALS ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
BAY COLONY ADVISORS
CITIZENS SECURITIES, INC.
CAPE ANN CAPITAL, INC.
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TWELVE POINTS WEALTH MANAGEMENT
NEWEDGE ADVISORS

Investors

CHARLES ROBERT LAWSON
JAMES DONALD LAWSON
OLEG G LITVINENKO
Joseph M Shutt
Zeid Basyouni
ROBERT RODRIGUEZ
WILLIAM CLAFLIN SPRING
LEE CHRISTOPHER MCGOWAN
Gregory Racki
BYRON EWART WOODMAN
Erin Rose Sullivan
KELLY LYNN COLLINS
PAUL CONDE STREHLE
JOHN THOMAS CONTE
ROBERT LYLE GREEN
SHAWN PAUL HARRINGTON
ETHAN MARK FREISHTAT
JAMES CLEMENTS CATACCHIO
JOHN WINTHROP OHL
FRANCOIS JEROME DUCROUX
DAVID EDWARD BUNKER
Nicholas Peter Jon Grose
PETER JOHN EARLE GROSE
RICHARD MOLLIN
JACOB D MURRAY
TIMOTHY THOMAS DOUGHERTY
JOHN BRITTON HUGHES
PAMELA JEAN BAKOS
Sandi S. Goodman-Brown
STILSON NORIYOSHI TOMITA
MICHAEL Martin LONG
JAMES RALPH JASINSKI
GEOFFREY D MCCARTHY
LEE NELSON SCHMERTZLER
DOUGLAS CHARLES NORBERG
Brendan Donaghey
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
Vikram Konanki
EMANUEL NMN FRANGIADAKIS
FRANCESCA EILEEN FEDERICO
ANDREW MCGILL
William George Koshivas
STEPHEN JOHN BRUNO
Igor Tiguy
ABBEY LEE HENDERSON

Within 25 miles of W Concord, MA, Best Investors lists 1,124 registered investment advisory firms with 2,204 offices nearby, managing about $42.2T in combined regulatory AUM across 3,555,303 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 W Concord

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