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Best financial advisors in Haverhill, FL

Registered advisers within 25 miles of Haverhill, FL.

Offices
834
Firms
430
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,223,663 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT VALLEY ADVISOR GROUP, LLC
ATTICUS WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MONTELLO WEALTH MANAGEMENT, INC.
KUYRKENDALL CAPITAL
INVESTMENT ADVISORS OF AMERICA, LLC
OPTIMIST CAPITAL
HOOD RIVER CAPITAL MANAGEMENT LLC
PNC WEALTH MANAGEMENT LLC

Investors

BRIAN M BEATTIE
STEVEN ALAN KALODNER
BARBARA BIRT MANGANO
CRAIG STEPHEN WANDOFF
KEVIN LEWIS WANDOFF
MELIHA STEVANOVIC
Alejandra Mendez
ELLEN YUSEM STEWART
WILLIAM MATTHEW WOOD
BRIAN MICHAEL QUINN
BRIAN SCOTT EDGAR
SEAN CHRISTOPHER KILTAU
JOHN V ROMO
ROBERT JOSEPH DONOVAN
CHARLES HAL KRAMER
RICHARD A BECKER
JEREMY TAYLOR LURIER
CHRISTOPHER ZAGURSKI
JOHN KATSIGIORGIS
GOLAM FARHAD CHOWDHURY
JOSEPH ALEXANDER GIFFORD
DIANA DOCEA
CHERYL DENISE COHEN
FREDERICK BRUCE SALUS
SARAH ANNE CVETAS
JOSEPH STUART KARP
DOUGLAS JOSEPH BARTOLF
STEPHAN WILLIAM ZEHNER
Austin James Nelson
Micah John Droescher
MELISSA MARIE MONTALVO
COLIN JOHN ARNOLD
ROBERT GERALD GOGGIN
Leah Trietiak
Nicholas Ptak
Jesse Randolph Ellison
Justin Carpenito
GREGG JOSEPH POWERS
LINDSEY REVERE HANSEN
JOHN MARVIN HOUCHIN
Maria Esther Reusche
Mikael Daniel Montalvo Ruiz
MICHAEL D MOYE
Ullanda Latina Hill
Luis Felipe Olivera
Anthony BRUNO Sanguinetti
STACEY ANNE RASMUSSEN
Susana Martin Ortega
Mario Desmond Ceasor
FREDERICK BOYD AYER
MARK Aaron MESTROVICH
Austin Gene Kuyrkendall
GREGORY HAYWOOD ADAMS
IVAN ROSA
ALEXANDER RUNELS COOKE
JOHN ROBERT SMITH
LAURENCE MONTELLO
Brian Blake Westover
DAVID GORDON SWANK
BRIAN PAUL SMOLUCH
Bradley Daniel Carpenter
Ruoshi Qi
Lance Rodney Cannon
Jay Richard Dyer
Shawn Andrew Elliott
Connor Michael Raines
AYMAN SAAD
Derek Kyle Hubbard

Within 25 miles of Haverhill, FL, Best Investors lists 430 registered investment advisory firms with 834 offices nearby, managing about $18.9T in combined regulatory AUM across 3,223,663 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 Haverhill

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM