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Best financial advisors in East Arlington, MA

Registered advisers within 25 miles of East Arlington, MA.

Offices
2,302
Firms
1,166
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,878 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
J.D. CAPITAL PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
BG FINANCIAL PLANNING
WHITMAN FINANCIAL SERVICES, LLC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FAMILY FIDUCIARY SERVICES, INC.
CAPTRUST
LPL FINANCIAL LLC
VALMARK ADVISERS, INC.

Investors

CARL S ALOUPIS JR
BRIAN SCOTT SULLIVAN
WILLIAM CHRISTOPHER SHAD
ADAM PAUL ROGERS
DEVIN MICHAEL CALLINAN
Kate Gamache
Jacob Daniel Zisk
Andrew Morrison Brooks
Duke Ferrara
ALI M FAHR
JOHN BRESNEHAN
JONATHAN G MOORE
ROBERT LAURENT BENOIT
TIMOTHY E GRAY
MARISSA G KIVETT
MICHAEL CLARK BISHOP
Thaddeus Andrew Niemiec
Mia G Scanlon
Devin Katherine Callaghan
Yang Chai
ROBERT JAMES SALAMY
LAUREL SIMON BOBROWICH
NICHOLAS D. BOLLAS
Patrick Brosnihan
Jessica Hoffman
THOMAS KELLEY HUMPHREYS
LILI MARLENE TRUDEAU
Evelyn C Alberding
Phillip PIERRE Closuit
DANIEL JON RABATSKY
KEVIN MICHAEL DOWD
Lisa C Mendis
HARVEY JAY MCINERNEY
COURTNEY KEITH ANDERSON
FRANK ANTHONY PERELLA
Michael Joseph DeBiase
PATRYCJA SERAFIN COTTER
ANDRIUS JURKUNAS
DIANA G TAKSIR
Chris Suraci
MATTHEW JAMES PERRON
ELLEN MARIE MCCORMACK
PETER BURBANK
AMY CORSI
MICHAEL JOSEPH BURBANK
PETER BURBANK
JOHN MICHAEL PHELPS
STEVEN NICHOLAS GRAZIANO
JOHN JOSEPH VIOLA
ARIK PAUL SCHECHET
KURT LOVELL
JAMES ROBERT GRIGLUN
ANDREW COE CLEARY
Timothy James Over
ROBERT LESTER PORACK
DUSTON LADIEU
SETH RAYNOR WALTZ
CHRISTOPHER MICHAEL RIFFLE
DANIEL J CAPPUCCI
ROBERT SAMUEL BERMAN
John Edward Brady
EMILY MARIE SIMCOKE
RAYMOND JOHN PEDRICK
Aline Yurik
SOPHIE BARROW
GEORGE FRANCIS GRANT
JOHN STEPHENSON CHRISTO
MARGARET E SIMONDS
MARIBETH SCOTT
MARK ANDREW UZZELL
KIRA ROBINSON-KATES
BRIAN ROBERT POPIEL
STEVEN Karnig JOHNIAN
REBECCA FRANCES SACCONE
JAMES STEPHEN WOLFSON
HARRY STERLING MARGOLIS
IANKA TOCHEVA RANDO
LYN ALLISON PARKER
CATHERINE ANN LYNCH JOHNSON
KELLIE D JACQUES
James Owens
JOHN T LEAHY
Dabney Baum
STEVEN GRARY HELFER
RICHARD ALLAN BAUM
KEITH ALAN WEINSTEIN
JONATHAN DANIEL JACKSON
Nicole Reilly
RICHARD STEARNS ALLES
BRUCE ROBERT BUCK
Brian Lannigan
LAWRENCE GOODALL MILLER
Zachary Maxwell Clifford
MICHAEL ALAN SCHREIBER
COREY S STEIN
Marisa Elise Muldowney
AMY ZELMAN RESNIC
SCOTT KORN
LISA FAITH VAILLANCOURT
JAMIE CHRISTOPHER FREIDHOF
ANN S DECAPRIO
SARAH MARGARET DUNWORTH
SUSAN CAROL KAPLAN
LAWRENCE D KAPLAN
Samuel Trumps
Mikhail Veselov
JOHN DAVID WILLIAMS

Within 25 miles of East Arlington, MA, Best Investors lists 1,166 registered investment advisory firms with 2,302 offices nearby, managing about $42.2T in combined regulatory AUM across 3,547,878 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 East Arlington

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