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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

OSAIC WEALTH, INC.
M HOLDINGS SECURITIES, INC.
EDWARD JONES
TECTONIC VENTURES MANAGEMENT, LLC
ARMSTRONG ADVISORY GROUP INC.
EAGLE STRATEGIES LLC
PHILIP J. SAGAN FINANCIAL CONSULTING, INC.
WELLESLEY HILLS CAPITAL
THE FAMILY FINANCIAL GROUP
CITIZENS SECURITIES, INC.
THURSTON HALL INVESTMENT RESEARCH, LLC
KASTEL CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CHAIN REACTION GROUP LLC
DARROW WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
THE PATRIOT FINANCIAL GROUP, LLC

Investors

GREGORY JOHN MCLAUGHLIN
PETER AARON SECHOKA
KEVIN GARRETT HILL
ANTHONY RALPH DI CHIARA
JULIE ANNE PATTERSON-D'ANGELO
MICHAEL PAUL FORNAL
JULIE L DONARUMA
MAX MORGOVSKY
MARK CHRISTOPHER SULLIVAN
GEORGE ANDREW BERNET
ADAM M SACHS
KEVIN JOHN KOGUT
ADAM PETER MARINO
ERICA LYNN MELLONE
ROBERT C BASIRI
BRITTANY MARIE RUSSELL-PORTER
AIDAN ROGERS MURPHY
PATRICIA MARIE CURRAN
GREGORY R FORTIER
Scott cicerone
Gregory M OConnell
Haley Clifford Adams
MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley
Cash Patterson Armstrong
CHARLES ZODDA
PAUL MICHAEL LANE
MICHAEL SARGENT ARMSTRONG
MARK STUART SCHAFFER
MICHAEL FRANCIS BARRY
Chiquita Rice
Adam Todd Hark
DAVID C LEHMANN
SANDRA V. GELLER
SHIRI GHIMIRE
SID CHAUDHRY
MATTHEW VASSAR PIERCE
STEPHEN ANTHONY ADAMS
MICHELLE ELISE WELLS
MATTHEW ROBERT MCCREARY
KRISTIN BOTTO MCKENNA
JOHN EDWARD LEVANGIE
Xinyu Zhuo
MARLEAN M KOMAR
MICHAEL PAUL GALLI
Jon J Loranger
Sean Frederick Moynihan
DAVID MICHAEL ODONNELL
REBECCA ROSE FROHLICH
JOFFREY ADAM SMITH
MICHAEL E PATTERSON
KYLE PAUL BATEMAN
Theodore Provo
Daniel Charles Miller
DAVID L HENRY
SETH MICHAEL NEBEN
GERALD RAPHAEL DUFAULT
RACHEL ELINOR LAUBER
THOMAS BELL CHILDS
MICHAEL DAVID NEBEN
Kevin McGohan
KEVIN BRUEN MCGRATH
PAUL RICHARD DEARDEN

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