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Best financial advisors in Brookline, MA

Registered advisers within 25 miles of Brookline, MA.

Offices
2,307
Firms
1,171
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,549,556 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

TIMBERLAND INVESTMENT RESOURCES, LLC
MAY HILL CAPITAL, LLC
SANTANDER SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARAMETRIC HOLDINGS LLC
HOUBEN PLANNING ASSOCIATES INC.
J.P. MORGAN SECURITIES LLC
COLLABORATIVE FINANCIAL SOLUTIONS LLC
CANNON BEACH FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RATIONAL INVESTMENT GROUP, LLC
NUBIAN SQUARE INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
HIGHTOWER ADVISORS, LLC
CITIZENS SECURITIES, INC.
NORTHSTAR ASSET MANAGEMENT, INC
STEIN FINANCIAL ADVISORY

Investors

TOM EDMON JOHNSON
SETH DAVID CORKIN
Kenneth Ko
MICHAEL CARY TOW
JEFFREY LAWRENCE HOUBEN
Peter Michael Aiello
CRAIG HOWARD HARSFIELD
Mimie Dam
GREGORY STEWART ROGERS
Naveed Heravi
VU TRIEU DUONG
Anush Gyulbudaghyan
Antashe Katherine-Jessie Howard
Jock Darian Payten
Jason Michael Andrade
Mackenzie Catherine Liman
JENNIFER ALISON HARNEY-READ
Kimberly R Clouse
Puneet Pal Singh
GEORGE DANIEL YOUNG
JEREMIAH DALLAS GALLINGTON
TUYET NHI LAM NGUYEN
LESLIE ELLAYNE CHRISTIAN
JULIE N.W. GOODRIDGE
Tenzing Tashishar
Map K On
Harrison Seitz

Within 25 miles of Brookline, MA, Best Investors lists 1,171 registered investment advisory firms with 2,307 offices nearby, managing about $42.1T in combined regulatory AUM across 3,549,556 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 Brookline

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