Top financial advisors in Concord, MA
We’ve curated a list of the best financial advisors in Concord, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$836,151,463
Number of advisors
23 advisors
| $836,151,463 | 23 advisors | |
| 2 |
Assets under management
$423,321,466
Number of advisors
6 advisors
| $423,321,466 | 6 advisors | |
| 3 |
Assets under management
$361,596,816
Number of advisors
18 advisors
| $361,596,816 | 18 advisors | |
| 4 |
Assets under management
$148,662,173
Number of advisors
3 advisors
| $148,662,173 | 3 advisors | |
| 5 |
Assets under management
$93,747,000
Number of advisors
4 advisors
| $93,747,000 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Bay Colony Advisors
Bay Colony Advisors is a financial advisory firm based in Concord, Massachusetts. It currently has approximately $836,151,463 of assets under management and employs about 23 people. Bay Colony Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and platform fee from sub-advisers.
$836,151,463 under management
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PLATFORM FEE FROM SUB-ADVISERS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersMonument Group Wealth Advisors, LLC
Monument Group Wealth Advisors, LLC is a registered investment advisor established in February 2001, located in Concord, MA. The firm specializes in providing investment management services to individuals, high net worth individuals, trusts, estates, and businesses. Monument offers services such as investment management, financial planning, and family office services. The firm acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. Investment management fees are based on a tiered structure, starting at 1.00% for the first $2.5 million of assets under management. Monument primarily uses fundamental analysis methods for investment strategies and employs a long-term investment approach. The firm does not charge performance-based fees and does not manage proprietary investment funds. Monument does not have custody of client assets and recommends Charles Schwab & Co., Inc. as a custodian. The firm has a Privacy Policy in place to protect clients' personal information and does not sell such information to third parties. For more information, clients can contact Monument at 978-451-6466 or visit www.monumentgroupwealth.com.
$423,321,466 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersTwelve Points Wealth Management
Twelve Points Wealth Management is a financial advisory firm based in Concord, Massachusetts. It currently has approximately $361,596,816 of assets under management and employs about 18 people. Twelve Points Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$361,596,816 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersEducational Seminars/workshopsConcordia Wealth Management, LLC
Concordia Wealth Management, LLC is a financial advisory firm based in Concord, Massachusetts. It currently has approximately $148,662,173 of assets under management and employs about 3 people. Concordia Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$148,662,173 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesFamily Office ServicesCovalent Partners LLC
Covalent Partners LLC is an SEC Registered Investment Adviser established in 2005, providing investment advice to pooled investment vehicles. The firm manages approximately $120,998,000 in regulatory assets under management as of January 31, 2025, with 100% discretionary control. Covalent's compensation structure for advising Funds includes asset-based fees and performance-based fees or allocations. The firm caters to a range of clients, including institutional investors, trusts, high net worth individuals, and more, with a minimum investment of $5,000,000 per client. Covalent employs fundamental and technical analysis, among other methods, and utilizes various investment strategies such as long-term purchases, short sales, and trading. The firm's investment philosophy focuses on analyzing fundamental factors and considers industry-specific cyclical and technical factors. Covalent discloses potential investment risks, including strategy risk, market risk, and investment in troubled companies, among others. The firm has a Code of Ethics in place to ensure professional conduct and manages client accounts on a fully discretionary basis. Covalent also handles proxy voting for client securities and has established policies and procedures for voting decisions. The firm does not have custody of client funds directly but complies with regulations under the Custody Rule. Additionally, Covalent has no disciplinary events to disclose and does not compensate for client referrals.
$93,747,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.