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Best financial advisors in Barre, MA

Registered advisers within 25 miles of Barre, MA.

Offices
172
Firms
65
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,702,882 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
FOUNDERS FINANCIAL SECURITIES LLC
ABLE FINANCIAL PLANNING
CETERA INVESTMENT ADVISERS LLC
J.R. PRUNIER CAPITAL MANAGEMENT LLC
ASSABET ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MML INVESTORS SERVICES, LLC

Investors

Jahan Kumar Manasseh
Eric Chouinard
Ryan Edmond Laliberte
David J Mason
Tina Leslie
Amanda Blair Melanson
PAUL EDWARD FITZPATRICK
ANDREW B. JENSEN
WILLIAM DAVID KESSLER
KIMBERLY DAWN STEWART
Cameron Todd Feyrer
JOHN PAUL ESTRELLA
PATRICK STEPHEN BULLIS
Jennifer Wironen Aube
Anne-Marie Kelley
Timothy Howard
THOMAS LEE GRUNBECK
Jeffrey Robert Prunier
Donald Hamilton Sienkiewicz
WAYNE MARTIN USHMAN
THOMAS MARTIN JACOBSEN
ROBERT EDWARD JACOBSEN
GERALD LEE JOHNSON
Madison Rose White
GRAHAM GRANGER MERK
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
DAVID MICHAEL RICCI
JULIANNA DERISLEY
Darren Parent
Drew Mazzeo
THOMAS M VALENTINE

Within 25 miles of Barre, MA, Best Investors lists 65 registered investment advisory firms with 172 offices nearby, managing about $10.8T in combined regulatory AUM across 1,702,882 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 Barre

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