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Best financial advisors in Dracut, MA

Registered advisers within 25 miles of Dracut, MA.

Offices
1,175
Firms
497
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,018 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MICHAEL JOSEPH SAVASTANO
MARK JOHN MARRONI
FRANK ROSANO
Michael Lex Persons
PATRICK FITZGERALD MCKALLAGAT
Ramon Alberto Cervantes
Peter Charles Morin
Jonathan de Jesus
William Olson
KRISTEN C TORRES
Kevin Swansburg
TRISTAAN TERVEEN PETULLO
BRIAN WILLIAM HEFFERNAN
TRACY ANN SHEA
MARK RICHARD LEFEBVRE
KENNETH MATTHEW LEFEBVRE
KENNETH MICHAEL JOHNSON
ANTHONY JOSEPH MARINO
MASROOR HASSAN
Joseph L Languirand
MICHAEL ANTHONY CARBONE
LAWRENCE FRANCIS EPPOLITO
MATTHEW MENDALL SCHWARTZ
Michael Rinaldi
Nathaniel Tarlow
MURAD HUSON ROYAL
MARIANNE ELIZABETH ZAWACKI
MICHAEL JOSEPH CUNNINGHAM
DENNIS EUGENE HOLLAND
SCOTT SHERIDAN HANLEY
PHILIP DRUMMOND WINN
MARY JOANNE METRO

Within 25 miles of Dracut, MA, Best Investors lists 497 registered investment advisory firms with 1,175 offices nearby, managing about $17.4T in combined regulatory AUM across 3,186,018 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 Dracut

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM