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Best financial advisors in Bondsville, MA

Registered advisers within 25 miles of Bondsville, MA.

Offices
221
Firms
68
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.07M
2,065,876 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERA FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TD PRIVATE CLIENT WEALTH LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
TROMBLEY WEALTH MANAGEMENT

Investors

DAVID MICHAEL RICCI
Hunter E Boody
WAYNE PAUL PROULX
STEVEN DOUGLAS LEPAGE
COLLEEN MARIE BIANCO
MARK DEAN BRANNIGAN
KYONG M CRUZ
DANIELLE MARIE ACCARDI
DAMON J ACCARDI
JOSEPH NICHOLAS ACCARDI
Kathleen Elizabeth Pumilia
DAVID JOHN HAVICAN
Carol Ann Scatolini
Steven Anthony Crespo
Kelly Rosa Haber
Richard Kevin Sylvester
Sophie Miller
Ryan Edward Sokolowski
Joseph Anthony Salemi
Edward Jonathan Sokolowski
Brendan Cornelius Burke
ANTONIO VENI BASTOS
AYCA AKISIK
ROBERT J ROY
GARRICK RUSSELL LEGAULT
SHARON MICHELLE MARSHALL
JOHN LAWWRENCE GILFOIL
JEFFREY ANDREWS WHYTE
Jared Austin Rollins
PETER W LEONCZYK
PAUL RICHARD VEGIARD
BARBARA TROMBLEY
MICHAEL TROMBLEY
Elaine Renee Cote

Within 25 miles of Bondsville, MA, Best Investors lists 68 registered investment advisory firms with 221 offices nearby, managing about $10.5T in combined regulatory AUM across 2,065,876 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 Bondsville

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