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Best financial advisors in West Concord, MA

Registered advisers within 25 miles of West 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

TREMONT REALTY CAPITAL LLC
CENTAURUS FINANCIAL, INC.
IBN FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
GUIDON GLOBAL LLC
FOCUS PARTNERS WEALTH, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SACAJAWEA & COMPANY, LLC
RANGE ROCK CAPITAL
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SAVANT WEALTH MANAGEMENT
POLARIS INVESTMENT ADVISORS, LLC
J.D. CAPITAL PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Charles I Downey
William Francis Bonk
MARY LORETTA MCDONALD
SUSAN MARION MILLER
FREDERICK THOMAS BAIRD
JonPaul McBride
Yuli Zhang
Egor Shiroglazov
ERIC V SECHMAN
WILLIAM HAMILTON WREAN
KURT LOVELL
JAMES ROBERT GRIGLUN
ANDREW COE CLEARY
Timothy James Over
ROBERT LESTER PORACK
DUSTON LADIEU
SETH RAYNOR WALTZ
CHRISTOPHER MICHAEL RIFFLE
DANIEL J CAPPUCCI
ROBERT SAMUEL BERMAN
John Edward Brady
EMILY MARIE SIMCOKE
RAYMOND JOHN PEDRICK
Aline Yurik
SOPHIE BARROW
GEORGE FRANCIS GRANT
JOHN STEPHENSON CHRISTO
MARGARET E SIMONDS
MARIBETH SCOTT
MARK ANDREW UZZELL
KIRA ROBINSON-KATES
BRIAN ROBERT POPIEL
STEVEN Karnig JOHNIAN
REBECCA FRANCES SACCONE
JAMES STEPHEN WOLFSON
HARRY STERLING MARGOLIS
JOHN MICHAEL PHELPS
STEVEN NICHOLAS GRAZIANO
JOHN JOSEPH VIOLA
ARIK PAUL SCHECHET
Rose Ann Smart
DANA EDMOND GILPATRICK
MICHAEL PATRICK GORE
ROBERT EARLE WHITNEY
Michael Joseph DeBiase
PATRYCJA SERAFIN COTTER
ANDRIUS JURKUNAS
DIANA G TAKSIR
Chris Suraci
MATTHEW JAMES PERRON
ELLEN MARIE MCCORMACK
PETER BURBANK
AMY CORSI
MICHAEL JOSEPH BURBANK
PETER BURBANK

Within 25 miles of West 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 West 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