Best financial advisors in East Freetown, MA

Registered advisers within 25 miles of East Freetown, MA.

Offices

399

Firms

170

Combined AUM

$10.5T

Firm-wide filings, not assets booked only here

Clients

2.39M

2,393,818 clients when Item 5C has a number

Avg / client

$4.41M

Combined AUM ÷ clients

Nearby offices

CLARITY RETIREMENT & WEALTH, LLC

158 CHARLES L MCCOMBS BLVD. 2ND FLOOR
NEW BEDFORD, MA 02745

CETERA INVESTMENT ADVISERS LLC

2796 ACUSHNET AVENUE
NEW BEDFORD, MA 02745

CITIZENS SECURITIES, INC.

550 TARKIN HILL ROAD
NEW BEDFORD, MA 02745

EDWARD JONES

461 FAUNCE CORNER ROAD,SUITE 1
NORTH DARTMOUTH, MA 02747

AE WEALTH MANAGEMENT, LLC

352 Faunce Corner Rd
Dartmouth, MA 02747

OSAIC WEALTH, INC.

38 South Main Street
ACUSHNET, MA 02743

SOWELL MANAGEMENT

84 Faunce Corner Rd
Dartmouth, MA 02747

THRIVENT INVESTMENT MANAGEMENT INC.

86 Faunce Corner Mall Rd
North Dartmouth, MA 02747

SAVIOR WEALTH

65 Main Street
Lakeville, MA 02341

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

331 ELSBREE ST
FALL RIVER, MA 02720

OSAIC INSTITUTIONS, INC.

1604 President Ave.
Fall River, MA 02720

CETERA INVESTMENT ADVISERS LLC

700 Pleasant Street Suite 300
New Bedford, MA 02740

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

700 PLEASANT ST CI CLIENT SERVICES
NEW BEDFORD, MA 02740

EDWARD JONES

700 PLEASANT STREET SUITE 525
NEW BEDFORD, MA 02740

COMMONWEALTH FINANCIAL NETWORK

725 STATE ROAD
WESTPORT, MA 02790

SANTANDER SECURITIES LLC

125 Huttleston Avenue
Fairhaven, MA 02719

OSAIC WEALTH, INC.

227 UNION STREET SUITE 702
NEW BEDFORD, MA 02740

LPL FINANCIAL LLC

40 SHAWOMET AVE.
SOMERSET, MA 02726

BELPOINTE ASSET MANAGEMENT LLC

35 Bowker Terrace
Somerset, MA 02726

BARRY INVESTMENT ADVISORS, LLC

128 UNION STREET SUITE 507
NEW BEDFORD, MA 02740

Firms

CLARITY RETIREMENT & WEALTH, LLC

CETERA INVESTMENT ADVISERS LLC

CITIZENS SECURITIES, INC.

AE WEALTH MANAGEMENT, LLC

OSAIC WEALTH, INC.

SOWELL MANAGEMENT

THRIVENT INVESTMENT MANAGEMENT INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC INSTITUTIONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COMMONWEALTH FINANCIAL NETWORK

SANTANDER SECURITIES LLC

LPL FINANCIAL LLC

BELPOINTE ASSET MANAGEMENT LLC

BARRY INVESTMENT ADVISORS, LLC

Investors

JOHN EDWARD WILLIAMS

CHRISTOPHER ARNALDO RESENDES

Louis Daniel Tavares

TRAVIS JAMES SOUSA

Jackson Wellman

Shilah Ashley Tate

Emily Rose Shea

Travis Michael Kessock

Robert F Blasche

PETER CHARLES LANTZ

SCOTTY SANTOS PIRES

Connor Thomas Brien-Berks

RANDI LAURA GIBBONS

NICHOLAS MICHAEL DADDONA

Sherri Lynn Curria

CARLOS MANUEL OLIVEIRA

PAUL NICHOLAS PETRONELLI

PAULA MARIE TAVARES

William BARRY Vincente

James Edward Miles

JOSE MANUEL MATOS

TREY HAROLD WHALLEY

MARCEL ANDRE GADBOIS

Mark L Tremblay

WHITNEY Erin HOLLAND

ELIZABETH MCGRATH GARVEY

PATRICK JOHN BARRY

Andrew Joseph Straus

KATHY ANN ALVES

BETHANY LYNN PARKER

Tyler Cedric Craig

JOSEPH MICHAEL BARRY

Within 25 miles of East Freetown, MA, Best Investors lists 170 registered investment advisory firms with 399 offices nearby, managing about $10.5T in combined regulatory AUM across 2,393,818 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 Freetown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM