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Best financial advisors in Carver, MA

Registered advisers within 25 miles of Carver, MA.

Offices
339
Firms
136
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,769,482 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
JCM FUND MANAGER, LLC
FLAGSHIP WEALTH ADVISORS, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FINANCIAL FOCUS ASSET MANAGEMENT,INC.
EAGLE STRATEGIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
GRANITE WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DAVID SMYTHE WHITING
STEPHEN MICHAEL STABILE
Joseph Paul Chalifoux
Daniel Francis Cosgrove
Brian Mullen
RUSSELL TODD SADLER
TERRY WILLIAM GRIFFITH
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
LEO FRANCIS LEYDON
Attar Leve Chalif
MICHELLE CRAWFORD HILL
NICHOLAS JOHN DIMENNA
DEREK MATTHEW GAGE
RICHARD JOHN JOHNSON
SUSAN BOLEN LOWRY
John David Smith
Michael Charles Hulett
LAURIE JEAN GODDARD
LORI ANN ULM
JOHN DENNIS EGGERS
John Joseph Donaruma
JOHN ANDREW ZARO
BRUCE ANTHONY ZARO
PHILIP BRIAN CHANDLER

Within 25 miles of Carver, MA, Best Investors lists 136 registered investment advisory firms with 339 offices nearby, managing about $13.6T in combined regulatory AUM across 2,769,482 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 Carver

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM