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Best financial advisors in Berkley, MA

Registered advisers within 25 miles of Berkley, MA.

Offices
626
Firms
238
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,884,218 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

SOUTHCOAST ADVISORY GROUP, INC
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
DANA R. NORMAN
SUCCESSFUL MONEY STRATEGIES INC
EDWARD JONES
NORTHEAST CAPITAL MANAGEMENT, INC.
SOUTH COAST PLANNING & WEALTH MANAGEMENT
INTEGRATED WEALTH CONCEPTS LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

MARK NASSIFF
Ismael Tavares
RAYMOND DESORMIER
BRETT STEPHEN PERONI
KALLIE ROSENBACH
DAVID ARMOND BRIDGWOOD
MATTHEW MORGAN BRUCE
STEPHEN ROBERT KARAM
MICHAEL JOHN FALCON
LISA GRAHAM
DANA ROBERT NORMAN
JOHN LESTER PIGEON
DENNIS JUDE O'KEEFE
Edward Thomas Armstrong
Andrea Marie Tremblay
ROGER H SAINT-PIERRE
Albert Check Yin Mui
Benjamin Holloway
Daniel Silva Pinheiro
JOHN A VARAO
DEREK JOHN VARAO
CHERYL GUINAN
KEVIN GUINAN
WILLIAM PAUL AVRIL
THOMAS ROBERT PIPPITT
NATHAN M RICHARD
BRENDEN TIMOTHY BOWERS
MARK SAVASTANO
JOSHUA DAVID WOERDEMAN
NEAL BORGES
JILLIAN MARIE BLANCHARD
THOMAS JOSEPH PAVLOVICH
Peter J Serino
TRACY LYNN BAKER
KIMBERLY ANNE BUTTERFIELD
RICHARD CHARLES BASSETT
JOSEPH ALLAN MARSHALL

Within 25 miles of Berkley, MA, Best Investors lists 238 registered investment advisory firms with 626 offices nearby, managing about $14.7T in combined regulatory AUM across 2,884,218 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 Berkley

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 CAPTRUST 963 advisers $1.24T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM