Firms by city
Registered investment advisers in Concord, MA
6 SEC-registered advisers headquartered in Concord, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Twelve Points Wealth Management | Concord, MA | $2.24B |
| Bay Colony Advisory Group | Concord, MA | $1.43B |
| Monument Group Wealth Advisors | Concord, MA | $679M |
| Concordia Wealth Management | Concord, MA | $197M |
| Cape Ann Capital | Concord, MA | $193M |
| Covalent Partners | Concord, MA | $117M |
- Headquarters
- Concord, MA
- Regulatory AUM
- $2.24B
- Headquarters
- Concord, MA
- Regulatory AUM
- $1.43B
- Headquarters
- Concord, MA
- Regulatory AUM
- $679M
- Headquarters
- Concord, MA
- Regulatory AUM
- $197M
- Headquarters
- Concord, MA
- Regulatory AUM
- $193M
- Headquarters
- Concord, MA
- Regulatory AUM
- $117M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Concord on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.