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Best financial advisors in Bellingham, MA

Registered advisers within 25 miles of Bellingham, MA.

Offices
1,045
Firms
430
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,386,059 clients when Item 5C has a number
Avg / client
$5.77M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DELCAM CAPITAL
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
THE PLAYER'S LEGACY VENTURES, LLC.
BYRNE FINANCIAL FREEDOM, LLC
INTEGRATED WEALTH CONCEPTS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TITANIUM ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.

Investors

MENGNI LIU
PAUL MARTIN DERBYSHIRE
Hayden J Curley
Peter William McGuire
DAVID E MCGUIRE
JOSEPH GERARD BYRNE
Christopher Raymond Byrne
Ryan James McCormick
JASON SCOTT WEISS
JAMES GARY WALSH
TIMOTHY ANDREW DEMERITT
STEVEN FRED PARKINSON
Christopher Antolini
KEVIN ALLEN AUERR
LOUIS Leon KLINE
KEVIN LEE NULTON
Kevin Lee Johnson
JACQUELYN ANN SHERMAN-HERNE
STEPHEN JOHN COFFEY
MELISSA JEAN INDELICATO
PIETER WILLEM VANVREDENBURCH
MARK LEHOULLIER
MICHAEL STEPHEN CONSTANTINE
WILLIAM WARE DITTRICH
THOMAS HENRY CARLOW
Andrew Ware Dittrich
MARK DITTRICH
MARYBETH HIPSON STANTON
Janet H. Frye
ALAN J HADAD
SHELLEY Elaine ZICOLELL
MARK ANTHONY LEONE
MICHAEL THOMAS DAMON
DAVID ROGER MELLO
David Barry

Within 25 miles of Bellingham, MA, Best Investors lists 430 registered investment advisory firms with 1,045 offices nearby, managing about $19.5T in combined regulatory AUM across 3,386,059 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 Bellingham

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM