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Best financial advisors in Fall River, MA

Registered advisers within 25 miles of Fall River, MA.

Offices
461
Firms
193
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,817,925 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
DANA R. NORMAN
COMMONWEALTH FINANCIAL NETWORK
INNOVATION PARTNERS LLC
INTEGRATED WEALTH CONCEPTS LLC
KESTRA ADVISORY SERVICES, LLC
HEMISPHERIC SPV CAPITAL LLC
EDWARD JONES
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
SOWELL MANAGEMENT
BLUE FIN CAPITAL, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
LINCOLN INVESTMENT
CLARITY RETIREMENT & WEALTH, LLC

Investors

Edward Burnett
MICHAEL JOHN FALCON
LISA GRAHAM
DANA ROBERT NORMAN
Eric Mauricio
JOSE MANUEL MATOS
Robert Stephen Bancroft
JOHNNY CORDEIRO
Joseph Cassese
JAVIER MICHAEL BENTO
Emily Rose Shea
Travis Michael Kessock
Robert F Blasche
Stephen Randolph
JESSE RATHIER
PETER CHARLES LANTZ
Bryan H Dunphy
RICHARD E SHELTON
Bradford C Corbett
ANTHONY CHARLES CARUSO
RASHID MAHMOOD
RANDI LAURA GIBBONS
NICHOLAS MICHAEL DADDONA
Sherri Lynn Curria
JON BUNDE SKOV
CARRIE A MCNAIR
JOHN EDWARD WILLIAMS
CHRISTOPHER ARNALDO RESENDES

Within 25 miles of Fall River, MA, Best Investors lists 193 registered investment advisory firms with 461 offices nearby, managing about $14.5T in combined regulatory AUM across 2,817,925 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 Fall River

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