Best financial advisors in Berlin, MA

Registered advisers within 25 miles of Berlin, MA.

Offices

870

Firms

376

Combined AUM

$17.0T

Firm-wide filings, not assets booked only here

Clients

3.25M

3,250,180 clients when Item 5C has a number

Avg / client

$5.22M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

400 Donald Lynch Blvd Ste 103
Marlborough, MA 01752

LPL FINANCIAL LLC

853 DONALD LYNCH BLVD
MARLBOROUGH, MA 01752

COMMONWEALTH FINANCIAL NETWORK

44 Bearfoot Road Suite 200
Northborough, MA 01532

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

9 Howe Ln
Northborough, MA 01532

VANDERBILT ADVISORY SERVICES

1 LINCOLN STREET
HUDSON, MA 01749

EDWARD JONES

19 Main St
HUDSON, MA 01749

SIMPLICITY WEALTH

200 Union Street
Clinton, MA 01510

LPL FINANCIAL LLC

17 POPE STREET
HUDSON, MA 01749

LPL FINANCIAL LLC

221 WASHINGTON ST
HUDSON, MA 01749

APEX INVESTMENT GROUP

145 MAIN ST
HUDSON, MA 01749

BOLTON GLOBAL ASSET MANAGEMENT

579 MAIN STREET
BOLTON, MA 01740

BOLTON SECURITIES CORPORATION

579 MAIN STREET
BOLTON, MA 01740

CETERA INVESTMENT ADVISERS LLC

1 CABOT RD #225
HUDSON, MA 01749

COMMUNITY FINANCIAL GROUP, INC.

201 BOSTON POST ROAD WEST SUITE 406
MARLBOROUGH, MA 01752

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

201 Boston Post Rd W Ste 401
Marlborough, MA 01752

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

190 BOSTON POST RD W
MARLBOROUGH, MA 01752

PARK AVENUE SECURITIES LLC

28 MAIN STREET
NORTHBOROUGH, MA 01532

COMMONWEALTH FINANCIAL NETWORK

9 Monroe Street Unit 1
Northborough, MA 01532

LPL FINANCIAL LLC

53 W MAIN ST
NORTHBOROUGH, MA 01532

COMMONWEALTH FINANCIAL NETWORK

37 South Street
NORTHBORO, MA 01532

Firms

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

VANDERBILT ADVISORY SERVICES

SIMPLICITY WEALTH

APEX INVESTMENT GROUP

BOLTON GLOBAL ASSET MANAGEMENT

CETERA INVESTMENT ADVISERS LLC

COMMUNITY FINANCIAL GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PARK AVENUE SECURITIES LLC

Investors

MARIA GIAMPIETRO

DAVID NORTON TINSLEY

JUDITH ANDREA HENRY

MARIANNE ELIZABETH ZAWACKI

DANIEL JOSEPH WALSH

Aidan Joseph Cushman

GREGORY JOHN MISTOVICH

Daniel Michael Tenore

JOSEPH FRANCIS MACMUNN

ANDREW J NAWROCKI

MARY LORETTA MCDONALD

GREGORY SCOTT NORRIS

PEDRO MIGUEL SILVA

JOSEPH EMERICK BAKAYSA

Joseph Jeff Charles

Edmond Corbett Griffin

MARTIN TALMASKY SILBERT

HENRIQUE JOAO PINHEIRO

EUCLIDES RAFAEL MORENO

CHARLES VINCENT SULLIVAN

CARLOS R VILLANUEVA SUCRE

VICTOR KELVIN HERNANDEZ

RAFAEL ALEXANDER SOTILLO APONTE

LUCAS MAGALHAES RIO TORTO

Thiago Souza De Queiroz

Paul Shanks Klukas

MITCHELL EDWIN SCANLON

RAYMOND GERARD GRENIER

RAFAEL ALBERTO ALVAREZ

MIGUEL ANDRES BALLESTAS

MICHAEL A PANSOVOY

AGUSTIN DE ESTRADA

NORVIN JOSE ULLOA-GONZALEZ

LEONARDO TEDESCHI

DAPHNE JANE MAHLE

ALEX ALBERTO ASTUDILLO

FELIX DANIEL BOSQUE

CAROLINA ACURIO

CRISTINA CLARIBEL ACOSTA

Oscar ENRIQUE Guevara

SORAYA BATISTA-GARCIA

STEPHEN GEORGE MAYOR

ERNESTO CUCALON

SERGIO SOTOLONGO

MARK ROBERT VAN DER EIJK

MICHAEL ANDREW DEJANA

ANDREI L. SANTOS

MARIA A FERNANDEZ

MARCELO ELIAS CHARUL

GUILLERMO R ROSSI

JOSE EDUARDO FERREIRA

THOMAS HOLUBIAK

KRISTINA MARIE PETIT

Eduardo I Cadenas

Eduardo Enrique Aguerrevere

KASSANDRA SANTANA

Piero Antonio Velasquez

Andres Alberto Astudillo

Isabelle Louise Dow

WILLIAM IGNACIO KRIZ PAKCIARZ

DOMINGO ANTONIO ESTEVEZ

Juan Carlos Pernas

CYNTHIA LEE NIMS

HERBERT ANTHONY KLUKAS

NANCY MARIE PETERSON

RICARDO ALBERTO MOREAN

ERICK DAVID MEJIA

TIMOTHY JAMES EDMOND

PAUL EDWARD CAREAU

FELIPE ANTONIO BALLESTAS

ARCHIBALDO VASQUEZ

JOHNNY ZIGHELBOIM

DANIEL STEVEN AYMERICH

GRACIELA MARIA PEREZ

MANUEL MARTINEZ

IVAN ROBERTO PALACINO

ALEXANDER CHRISTOPHER CALVO

ARIEL OSVALDO KAY

CESAR COLIS VIDAL

JOHN GENNARO CATALDO

CARLOS MANUEL LECOUR

Jason Adam Andriano

ELIZABETH M AMARILLO

GONZALO CANELAS

ADRIANA M PEREZ

CHRISTIAN FELIX

ROBERT SAUL STEPLEMAN

FELTON J MESSINA

MIGUEL FERNANDEZ

Joaquin Oscar Pastor

Luis Venancio Flores

VAUGHN LEE WOODS

ELIO EDUARDO KING

NICHOLAS JOSEPH MILANA

DIOGO CAVALCANTI

DIANA JANE HELLIWELL

MADELINE SIMONE RHEAUME

DANTE WILFREDO NEYRA

ERNESTO AMENGUAL

FRANKLIN CHRISTOPHERS

ARTURO HIERRO BOHIGAS

Catalina Mercedes Ballestas

MARTHA ELENA CHINEA

GABRIEL FERREIRA RIZZO

Edward Yervant Eric Naroian

Gabriella Isabel Espaillat

RONALD JAMES FREMAULT

PHILIPPE BENJAMIN GRENIER

CHRISTOPHER T BOURDEAU

THOMAS DAVID FISHER

JONATHAN M GREEN

MARGARET ELLEN GREEN

MATTHEW ANTHONY WALLACE

PAUL MANUEL TRAVIS

Graham Munro Tower

Kristopher Robert Grenier

Peter Anthony Crinella

Justin Brian Jones

Danielle S Gaudette

MICHAEL JASON HODGE

Within 25 miles of Berlin, MA, Best Investors lists 376 registered investment advisory firms with 870 offices nearby, managing about $17.0T in combined regulatory AUM across 3,250,180 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 Berlin

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