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Best financial advisors in Braintree Highlands, MA

Registered advisers within 25 miles of Braintree Highlands, MA.

Offices
2,105
Firms
1,100
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,404 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
NAJARIAN FINANCIAL LLC
GENESIS WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
KELLY FINANCIAL SERVICES LLC
LEGACY INVESTMENT ADVISORS INC.
CAPACUITY LLC
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
KRAEMATON INVESTMENT ADVISORS, INC.

Investors

JOSEPH FRANCIS ZANCA
Marc A Kurzberg
Linh G Nguyen
JOSEPH MICHAEL CARNEY
MICHAEL KENNETH NAJARIAN
Adrian Baldeon
Devon J French
Xinyu Zhuo
TIMOTHY JOSEPH KELLEY
CHARLES FENWICK MURPHY
MICHAEL THOMAS SHANLEY
GARRETT MICHAEL MILLS
ADAM KIMBALL LADD
CHRISTOPHER PETRIK
Margaret M Goddeau
Gregory John Workman
Joshua Matthew Smith
MICHAEL PATRICK DOUCETTE
GREGORY PETER MURRAY
CHARLES WILLIAM GABLE
William Anthony Kelly
STEPHANIE RAE GALLEGOS
CHAD WILLIAM GUTNER
Kevin Alexander Cotton
MICHAEL James QUINN
SARAH MAY NEWELL
DAVID JOSEPH MERRIGAN
ERIC PAUL MERRIGAN
MARY MADELINE WARREN KELLY
CHRISTOPHER ROBERT KRISTIAN
Scott John Seibel
MICHAEL EDWARD DEVLIN
Ryan McIntyre
Michael G McIntyre
MICHAEL THOMAS SILK
CRAIG THOMAS CHRISTO

Within 25 miles of Braintree Highlands, MA, Best Investors lists 1,100 registered investment advisory firms with 2,105 offices nearby, managing about $42.0T in combined regulatory AUM across 3,545,404 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 Braintree Highlands

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM