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Best financial advisors in Dudley, MA

Registered advisers within 25 miles of Dudley, MA.

Offices
219
Firms
82
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
1.77M
1,772,053 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

MWA FINANCIAL SERVICES INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
EDWARD JONES
MCCURDY & ANDREW INVESTMENTS, LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JAMES MICHAEL THOMPSON
DENISE MEDAGLIA
Francis Randall
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
Cara Holland
Kartik Trivedi
JOSEPH JOHN SZELA
JOHN ARTHUR OLSON
DENNIS ADOLPHE MCCURDY
Lindsey D Andrew
Christopher O'Connor
AMY HILDA Kiley
Michael James Halloran
CHRISTOPHER J MALLON
KEVIN C OUTLAND
JOHN THOMAS JAWOR
James Patrick McNamara
JOHN PAUL BERNIER
Dennis Antonopoulos
Jamie DeCaire
Trevor Nielsen
JUSTIN RYAN BROUILLARD
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
Brady Dow
ASHLEY KIM SPARHAWK KRINER
Tanner Jacob Sargent
LEISL LISSFELT LANGEVIN
Holly Wanegar
LOGAN Dorey LUM
LAURENCE NEWTON HALE
JAMES ALLEN ZAHANSKY
Jonathan Mathews
NICHOLAS KENNETH OLSON
Brandon David Koehler
ALEESHA K. GRAHAM
Thomas Charles Brennan
PAUL CHRISTOPHER VERDERESE
SEASON J MONDINO

Within 25 miles of Dudley, MA, Best Investors lists 82 registered investment advisory firms with 219 offices nearby, managing about $11.0T in combined regulatory AUM across 1,772,053 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 Dudley

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM