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Best financial advisors in Edgemere, MA

Registered advisers within 25 miles of Edgemere, MA.

Offices
621
Firms
277
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,748,246 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
THE PATRIOT FINANCIAL GROUP, LLC
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
MAYFLOWER ADVISORS
COMMONWEALTH FINANCIAL NETWORK
SILVER OAK SECURITIES, INCORPORATED
EQUITABLE ADVISORS, LLC
THE AMERIFLEX GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CORNERSTONE PLANNING GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ALISON WHEELER KENNEDY
JAMES F CALLAHAN
CHRISTIAN WILLIAM JEEVES
SAMANTHA MARIE MEDLEY
JOSHUA JEFFREY FOSTER
JOSEPH MICHAEL DELELLIS
FREDERIK OTTE
ROBERT ANDREW EARLY
RICHARD CLOW
KENNETH A LUDY
NATHAN M LUCIER
JOSEPH A ISABELLE
JASON ROY
HARRISON F. MCCANN
DAVID M. MONROE
JASON JENNINGS PORT
CHRISTOPHER WALKIEWICZ
KENNETH S. MONGEON
SERGIO SACCOCCIO
ZACHARY R. ROBINS
SHAZIA TARIQ
SAMUEL GRUDZIEN
PASCO DELFARNO
BANNING BLANCHARD HOWES
LEAH B COCO
ANDREW LAW SMITH
JEFFREY F JEZNACH
MICHAEL FRATTO
CHRISTOPHER J LARKIN
MARK DAVID NALBANDIAN
SCOTT E. KIERNAN
ANNA JOYCE
ETHAN W. HOWE
RYAN ROBERT BERNATH
HOPE WINTER DENNIS
Samantha Welsh
JEFFREY MARK SINGER
NEIL HENRY GENDREAU
DAVID SCOTT MCLAREN
CHRISTOPHER PETER PROVO
Theodore Provo
AARON STEPHEN MURPHY
STEVEN RICHARD SANTUCCI
Matthew E Lemire
BRYAN MCDAVITT
Richard Joseph Patient
Carol Ann Crowley
Ricardo A Molina
GREGORY PAUL STAMAS
BRADLEY ALLEN GORNEY
MARGARET ANN BENISON
Magdeleine Nheb Guiney
ROBERT NORMAND RICHARD
POONAM WALIA
MICHAEL ELIAS HOUSSAN
DAVID RICHARD OJERHOLM
Zainab Karim
ALFRED THOMAS HARGRAVE
JONATHAN FUREY
JULIANNE HERTEL
JOHN ANTHONY POSTIZZI
NANCY LESLIE-SCANLON MALONE
John P Corron

Within 25 miles of Edgemere, MA, Best Investors lists 277 registered investment advisory firms with 621 offices nearby, managing about $16.5T in combined regulatory AUM across 2,748,246 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 Edgemere

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM