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Best financial advisors in E Templeton, MA

Registered advisers within 25 miles of E Templeton, MA.

Offices
126
Firms
56
Combined AUM
$9.17T
Firm-wide filings, not assets booked only here
Clients
1.24M
1,241,355 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ON INVESTMENT MANAGEMENT CO
FOUNDERS FINANCIAL SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
INVESTMENT MANAGEMENT TRUST, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

PAUL EDWARD FITZPATRICK
Amanda Blair Melanson
Eric Chouinard
Ryan Edmond Laliberte
Jahan Kumar Manasseh
Jennifer Wironen Aube
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
David J Mason
Tina Leslie
RYAN JOSEPH MCGUANE
Cailte Kelley
Jordyn Lynds
WILLIAM DAVID KESSLER
KIMBERLY DAWN STEWART
Cameron Todd Feyrer
PATRICK STEPHEN BULLIS
PETER TIMOTHY SIMPSON
KENNETH PAUL POSCO
Nicole Christine Groskreutz
Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND
SUSAN DORVAL DORSEY

Within 25 miles of E Templeton, MA, Best Investors lists 56 registered investment advisory firms with 126 offices nearby, managing about $9.17T in combined regulatory AUM across 1,241,355 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 E Templeton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM