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Best financial advisors in Easton, MA

Registered advisers within 25 miles of Easton, MA.

Offices
1,989
Firms
1,063
Combined AUM
$41.3T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,522,484 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CLARY FINANCIAL, INC
RBC CAPITAL MARKETS, LLC
PFS INVESTMENTS INC.
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GREAT OAK CAPITAL PARTNERS, LLC
FIVE CORNERS FINANCIAL SERVICES
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
PROSPERITY CAPITAL ADVISORS
LPL FINANCIAL LLC
HOLMES INVESTMENT MANAGEMENT, INC.
SANTANDER SECURITIES LLC

Investors

Michael Charles Verde
Chad P Bearce
JASON R CLARY
ROBERT NICHOLS CLARY
KEVIN LEE WILLIAMS
NORA YOUSIF
Rebecca Faith Morin
Curtis Rafter
JOANNA LIBBY BISHOP
MAUREEN MCCARRICK
FRANK MOY
MARTIN EUGENE PAUL
Andrew David Carl
John William McBride
JOHN RUSSELL NOONAN
WILLIAM R SYLVIA
JOSEPH F ARSENAULT
MARK DAVID MCAULEY
WILLIAM ROBINSON DRISCOLL
John Philip Cooney
WILLIAM JOHN SEMPOLINSKI
JOHN LAVASSEUR
Robin Jeanne Urciouli
Kevin Gunning
JOHN THOMAS GUNNING
MICHAEL SCOTT ROTHBERG
STEPHEN PASSIAS
STEPHEN ANTHONY DELLELO
JASON ANDREW COOPER
CHERYL A BUSH
Simion Procopenco
HOWARD JOSEPH HOLMES
AKHIL ABHIJIT SHAH
AMIR ALAMIR
Matt Donovan

Within 25 miles of Easton, MA, Best Investors lists 1,063 registered investment advisory firms with 1,989 offices nearby, managing about $41.3T in combined regulatory AUM across 3,522,484 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 Easton

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