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Best financial advisors in Big Pond, MA

Registered advisers within 25 miles of Big Pond, MA.

Offices
169
Firms
59
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,681,770 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
ST. GERMAIN INVESTMENT MANAGEMENT
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
INTEGRATED ADVISORS NETWORK LLC
MML INVESTORS SERVICES, LLC
ROCKINGSTONE ADVISORS
BERKSHIRE MONEY MANAGEMENT, INC.
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TABLEAUX WEALTH
L. B. EDDY

Investors

ROBERT CHARLES ELY
JAMES JOHN ZIEN
KATE ZIEN KOPLIN
Marianne Sara Fresia
Matthew Ryan Freitag
TANYA LYNNE HAAS
MAURICE STEVEN BOWERMAN
MICHAEL ARCHIE FAZIO
Walter Edward Drenen
Timothy Evan Flynn
JOHN PATRICK LIPTAK
RICHARD DOMENICK CAPANNOLA
WILLIAM GEORGE DOBBINS
JOSHUA PHILIP STEBBINS
ANNE M FAUNCE
Jason Jakubasz
JESSICA BARTLE
MELISSA MAE
COLIN HAMILTON SMITH
ERIC RICHARD KATZMAN
Holly Kathleen Simeone
JASON THOMAS FREE
TERRENCE WILLIAM WEBB
JESSICA MANSFIELD MORRIS
STACIE WEINER
SHERRY LEE DE CELLE
GARY ELLIOT MARTINELLI
Luke Farrell Delorme
Joseph Richard Polidoro
MATTHEW SAMUEL CHESTER
Bryce Edward Schuler
Daniel Gerald Morin
MARK JOSEPH DE CELLE
Courtney A Boudreau
LATIMER BALLOU EDDY

Within 25 miles of Big Pond, MA, Best Investors lists 59 registered investment advisory firms with 169 offices nearby, managing about $10.2T in combined regulatory AUM across 1,681,770 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 Big Pond

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM