Financial advisers in Concord, MA
7 registered investment adviser firms in Concord managing $4.9B in assets, based on public SEC Form ADV filings.
Twelve Points Wealth Management
Concord, MA · Est. 2017
RegionalInternational
- AUM
- $2.2B
- Per adviser
- $173M
- Advisers
- 13
No reported disclosures
Bay Colony Advisors
Concord, MA · Est. 2016
RegionalInternational
- AUM
- $1.4B
- Per adviser
- $48M
- Advisers
- 30
No reported disclosures
Monument Group Wealth Advisors, LLC
Concord, MA · Est. 2001
LocalInternational
- AUM
- $679M
- Per adviser
- $226M
- Advisers
- 3
No reported disclosures
Concordia Wealth Management, LLC
Concord, MA · Est. 2013
LocalInternational
- AUM
- $197M
- Per adviser
- $99M
- Advisers
- 2
No reported disclosures
Cape Ann Capital, INC.
Concord, MA · Est. 2006
Local
- AUM
- $193M
- Per adviser
- $97M
- Advisers
- 2
Covalent Partners LLC
Concord, MA · Est. 2006
Local
- AUM
- $117M
- Per adviser
- $29M
- Advisers
- 4
No reported disclosures
USA Mutuals Advisors, INC.
Concord, MA · Est. 2004
Local
- AUM
- $74M
- Per adviser
- $37M
- Advisers
- 2
No reported disclosures