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Best financial advisors in Bridgewater, MA

Registered advisers within 25 miles of Bridgewater, MA.

Offices
759
Firms
307
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,151,007 clients when Item 5C has a number
Avg / client
$5.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
BOSTON INVESTMENT TRUST MANAGEMENT, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
PROSPERITY CAPITAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
SANTANDER SECURITIES LLC

Investors

Albert Check Yin Mui
Benjamin Holloway
John Maxwell McGrath
Michael P. Klein
ROSS ANTONIO DELUCA
PATRICK O'SHEA DRISCOLL
DAVID PAUL KOPACK
Christopher John Maynard
STEPHEN ANTHONY ADAMS
ADAM JAY RUDIKOFF
ALAN ERIC SLAVIN
Eileen F Holzman
LORI H MONCADA
JORDAN LANE COHNE
GLENN ALLEN LEVINE
STEVEN R MADEIRA
GUY ANTHONY TOMASE
CHRISTOPHER JOHN CIVALE
EDWARD GRAHAM MARSHALL
MATTHEW PETER RILEY
STEPHEN ANTHONY DELLELO
JASON ANDREW COOPER
CHERYL A BUSH
Philip Lennox
PATRICIA HOPE REGAN
BRUNO M CUNHA
DAVID ARMOND BRIDGWOOD
MATTHEW MORGAN BRUCE
Hamit Merlika

Within 25 miles of Bridgewater, MA, Best Investors lists 307 registered investment advisory firms with 759 offices nearby, managing about $18.0T in combined regulatory AUM across 3,151,007 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 Bridgewater

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM