Best Investors Account Sign in

Best financial advisors in Florence, MA

Registered advisers within 25 miles of Florence, MA.

Offices
209
Firms
64
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.07M
2,071,204 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
ST. GERMAIN INVESTMENT MANAGEMENT
ONE DAY IN JULY LLC
BEACON INVESTMENT ADVISERS, LLC
DIVERSIFIED, LLC
J.P. MORGAN SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC

Investors

Christopher Thaddeus Huxley
NICOLE CATHERINE DOMNARSKI
Joseph Michael Bach
Nicholas Sebastian Paine
AARON FRANCIS SMITH
MARK PHILIP VACLAVICEK
Chris Landry
STEPHEN RAY LANZIT
DANIEL LEE POLACHEK
JAMES JOSEPH MAHONEY
Shane Hollenbeck
Marianne Dorothy Bannan
MELODY ANDREA ADA FOTI
Dennis C Morin
LAURA MARIE BOVINO
MARY KATE FRODEMA
CHRISTOPHER BOOTH MILNE
SYLVIA MENDOZA CALLAN
John Robert Bass
KATHLEEN ELIZABETH COLLINS
RENAE RANSDELL
Emi Lee Haryasz
FRANCIS EDWARD COLLINS
WALTER EDWARD BAK
Joanne Rosa Saraiva
Jennifer Craig Ewers
Laura Townes
JEFFREY L WAKEFIELD
JOHN CALDWELL RHOADES
Adam Alexander Krol
ADAM GLEN ROBINSON
MARK BOYLE GOGGINS
Kashawn Sanders
KATHERINE FOOTE NEWMAN
ROBERT KARL OSTBERG
Joshua Abrams Sanborn

Within 25 miles of Florence, MA, Best Investors lists 64 registered investment advisory firms with 209 offices nearby, managing about $11.6T in combined regulatory AUM across 2,071,204 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 Florence

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM