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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

FELIS ADVANTAGE, LP
OT MANAGEMENT, LLC
TELOS NORTH
AUDAX PRIVATE EQUITY
KUAHIWI MANAGEMENT LLC
MMA SECURITIES LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
TRIBECA INVESTMENT INC.
SANTANDER SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RATIONAL INVESTMENT GROUP, LLC
NUBIAN SQUARE INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
DARROW WEALTH MANAGEMENT
CANNON BEACH FINANCIAL ADVISORS
HIGHTOWER ADVISORS, LLC
THURSTON HALL INVESTMENT RESEARCH, LLC
DENHAM CAPITAL MANAGEMENT LP

Investors

MAUREEN GABRIELLE LINDERT
SARA ELIZABETH CARVALHO
BRADLEY PENNINGTON PIKE
James Shannon Morris
ANDREW BRYAN BAYLISS
LORI ANN STEVENSON
JENNIFER KATE SAHADY
MICHAEL ANTHONY MUSCARELLA
DANAROSE T BRIGANDI
NATHAN DEAN RASMUSSEN
ANDREW MICHAEL ZIERGIEBEL
Diogenis Jorge Leiva
MICHAEL JOSEPH HAGELGANS
DAVID JOHN ZANNINO
EUGENE RICHARD WEBER
REBECCA LOUISE HAFER
ANDREW PATRICK THORPE
Lisa Buffington
SAMUEL G HAINES
CHRISTINA GILLIES LORANGER
JACK RUSSELL WILKINSON
Amanda Savini
JAMES M OGRADY
MATTHEW EDWARD TELFER
JENNIFER BATES CONKLYN
Ellen Margaret Darling
CATHERINE MAIVAN HOANG
STEPHEN PERRY SAMPLE
THEODORE MORRIS
Ashley Beth Cluley
Patrick Robert Walters
ROBERT MICHAEL KELLEY
JAMES GERARD HAGENEY
ANN MARGARET Donnelly
KEVIN JAMES BRODERICK
JOSEPH EUGENE BARTNICKI
PAUL GEORGE LIEBEZEIT
Patrick Neil Tschetter
PATRICK STEWART REISINGER
Nelson David Rinehart
BENJAMIN DIVEN ZIETZ
MICHAEL STEVEN FAVALORO
ALYSSA LEIGH REILLY
ZACHARY ADAM ROSENOFF
Yolanda Michelle Gardner
Bradford Clayton Jeter
WILLIAM W CLARKSON
Mark Manderson
ADRIAN R GONZALEZ
Ryan Matthew Brennan
TIMOTHY LEE SWANSON
PETER JOSEPH VALOTTA
TOM EDMON JOHNSON
STEVEN JUN QIAN
Mimie Dam
Naveed Heravi
VU TRIEU DUONG
Anush Gyulbudaghyan
Antashe Katherine-Jessie Howard
Jock Darian Payten
Jason Michael Andrade
Mackenzie Catherine Liman
JENNIFER ALISON HARNEY-READ
Peter Michael Aiello
MICHELLE ELISE WELLS
MATTHEW ROBERT MCCREARY
KRISTIN BOTTO MCKENNA
JOHN EDWARD LEVANGIE
GREGORY STEWART ROGERS
Kimberly R Clouse
SID CHAUDHRY

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