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Best financial advisors in Cohasset, MA

Registered advisers within 25 miles of Cohasset, MA.

Offices
1,846
Firms
1,005
Combined AUM
$41.5T
Firm-wide filings, not assets booked only here
Clients
5.41M
5,410,502 clients when Item 5C has a number
Avg / client
$7.67M
Combined AUM ÷ clients

Nearby offices

Firms

PGIM INVESTMENTS LLC
GRAND COAST CAPITAL GROUP, LLC
LPL FINANCIAL LLC
EDWARD JONES
EXEMPLAR WEALTH PARTNERS LLC
ENDEAVOUR INVESTMENT PARTNERS, LLC
TOC-23 ERA
INFLECTION CAPITAL MANAGEMENT, LLC
VISIBLE VENTURES
GWENDOLYN J. FLOYD, CPA, CFP(R)
ALL PEAKS CAPITAL
KONDRACKI ADVISORY, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEW WORLD ADVISORS LLC
PAYOUT MANAGEMENT LLC
DAI WEALTH, LLC

Investors

PATRICK JOSEPH MCGINTY
JEFFREY BRADBURY CARTER
Amanda Elyse Murray
Barbara Lynn Wipf
Justin Murphy
ANTHONY WISNER MILLER
Jonathan Radcliffe Asher
PATRICK JAMES CAROLAN
Colin Daniel Fitzgibbons
STEPHEN MARC LUBIN
GWENDOLYN JEANNE FLOYD
CHRISTOPHER JOSEPH KONDRACKI
MARTIN LEE ROBBINS
CHRISTOPHER DAVID CABRAL
JOHN A FASCIANO
Jonathan R Creighton
BRIAN WINDSOR JOHNSON
GEORGE WINDSOR JOHNSON

Within 25 miles of Cohasset, MA, Best Investors lists 1,005 registered investment advisory firms with 1,846 offices nearby, managing about $41.5T in combined regulatory AUM across 5,410,502 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 Cohasset

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