Investment advisers in Concord, MA
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Twelve Points Wealth Management | $2.24 billion | 25 | 0 |
| Bay Colony Advisors | $1.43 billion | 36 | 0 |
| Monument Group Wealth Advisors, LLC | $678.9 million | 7 | 0 |
| Concordia Wealth Management, LLC | $197.1 million | 4 | 0 |
| Cape Ann Capital, Inc. | $193.0 million | 2 | 0 |
| Covalent Partners LLC | $117.3 million | 4 | 0 |
| USA Mutuals Advisors, Inc. | $73.7 million | 2 | 0 |