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Best financial advisors in Westford, MA

Registered advisers within 25 miles of Westford, MA.

Offices
1,581
Firms
783
Combined AUM
$23.0T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,384,243 clients when Item 5C has a number
Avg / client
$6.81M
Combined AUM ÷ clients

Nearby offices

Firms

PROSPERITY CAPITAL ADVISORS
OSAIC WEALTH, INC.
EDWARD JONES
COLLABORATIVE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTH SHORE WEALTH MANAGEMENT
ADVANCED PORTFOLIO DESIGN, LLC
LINCOLN MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

David Ira Roth
JANATH VIJAYA DESILVA
DAVID Jules VERHEYEN
James Adam Normington
RONALD E DOKUS
Joseph Richmond
CARL VINCENT MARCHITTO
ERIC RICHARD HOWLAND
MARY THERESA BUTLER-ALDRICH
ELIZABETH PURDIE SAMPSON
RICHARD JOHN WEST
Arianna Christina O'Rourke
SCOTT ALAN COPPOCK
John Olivieri
Jennifer Anne Murphy
PETER JONATHAN CANNIFF
Hope Suzanne Canniff
Alan Douglass Bell
Michael Tartarini
DAVID J. ELIADES
AMY L. MCCOY
TRACY ANN SHEA
MARK RICHARD LEFEBVRE
KENNETH MATTHEW LEFEBVRE
KENNETH MICHAEL JOHNSON
DENNIS EUGENE HOLLAND
SCOTT SHERIDAN HANLEY
PHILIP DRUMMOND WINN
MARY JOANNE METRO
Rachel Veronica Davis
Jonathon Salo
Amara Vashti Mohan
Philip Joseph Proulx
TRISTAAN TERVEEN PETULLO

Within 25 miles of Westford, MA, Best Investors lists 783 registered investment advisory firms with 1,581 offices nearby, managing about $23.0T in combined regulatory AUM across 3,384,243 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 Westford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM