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Best financial advisors in Brockton, MA

Registered advisers within 25 miles of Brockton, MA.

Offices
1,871
Firms
1,016
Combined AUM
$41.2T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,522,234 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

SANTANDER SECURITIES LLC
LPL FINANCIAL LLC
HOLMES INVESTMENT MANAGEMENT, INC.
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
RBC CAPITAL MARKETS, LLC
FIVE CORNERS FINANCIAL SERVICES
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
CLARY FINANCIAL, INC
PFS INVESTMENTS INC.
GREAT OAK CAPITAL PARTNERS, LLC
PROSPERITY CAPITAL ADVISORS
CERES FINANCIAL GROUP, INC.
BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Investors

Matt Donovan
Simion Procopenco
HOWARD JOSEPH HOLMES
AKHIL ABHIJIT SHAH
AMIR ALAMIR
STEPHEN PASSIAS
MICHAEL SCOTT ROTHBERG
Camilo Betancur
Obed Michael Daphnis
Mohamed Elhannawi
Michael Charles Verde
Chad P Bearce
KEVIN LEE WILLIAMS
NORA YOUSIF
Rebecca Faith Morin
Curtis Rafter
JOANNA LIBBY BISHOP
WILLIAM JOHN SEMPOLINSKI
JOHN LAVASSEUR
Robin Jeanne Urciouli
Kevin Gunning
JOHN THOMAS GUNNING
JASON R CLARY
ROBERT NICHOLS CLARY
MAUREEN MCCARRICK
FRANK MOY
JOHN RUSSELL NOONAN
WILLIAM R SYLVIA
JOSEPH F ARSENAULT
MARK DAVID MCAULEY
WILLIAM ROBINSON DRISCOLL
John Philip Cooney
STEPHEN ANTHONY DELLELO
JASON ANDREW COOPER
CHERYL A BUSH
MICHELE A. RUSSELL
JONATHAN JOEL BUSA
MARTIN EUGENE PAUL

Within 25 miles of Brockton, MA, Best Investors lists 1,016 registered investment advisory firms with 1,871 offices nearby, managing about $41.2T in combined regulatory AUM across 3,522,234 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 Brockton

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