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Best financial advisors in Auburn, MA

Registered advisers within 25 miles of Auburn, MA.

Offices
330
Firms
130
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,732,689 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOYD FINANCIAL STRATEGIES, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CONCORD WEALTH PARTNERS
PFS INVESTMENTS INC.
USA FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

SEASON J MONDINO
Katharina Jennings
Jack Pearson Boyd
PETER ANDREW BOYD
SUNSHINE LEE MARSH
JAMES JOHN IOZZO
Brady Dow
ASHLEY KIM SPARHAWK KRINER
Thomas Charles Brennan
PAUL CHRISTOPHER VERDERESE
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
Dennis Antonopoulos
Jamie DeCaire
Tyler Smith
JOSEPH DANIEL MURPHY
DANIEL F GIRARD
EDWARD JOSEPH ZYWIEN
Joseph Porter Waitkevich
ADAM ANTHONY WAITKEVICH
BRIAN KEITH CARROLL
JOHN RICHARD LAMONTAGNE
ROBERT HUGHES
STACIA PATTON-BOWE
CHRISTIAN GRUNDEL
JOHN SCOTT PIMENTAL
PAUL FRANCIS BUCKLEY
JOSHUA WILLIAM KANE
ANDREW JOHN CATALFAMO
Austin James Porchelli
JOHN ROBERT BOYD

Within 25 miles of Auburn, MA, Best Investors lists 130 registered investment advisory firms with 330 offices nearby, managing about $12.2T in combined regulatory AUM across 2,732,689 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 Auburn

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM