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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

ZENITH INVESTMENT MANAGEMENT, LLC
ST. GERMAIN INVESTMENT MANAGEMENT
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
XDUS FUND ADVISOR
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EGGZ
BOND FINANCIAL GROUP, INC.
RICHARD P. DOLEVA & ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DAVID FRANK FERNANDES
SYLVIA MENDOZA CALLAN
MICHAEL ROBERT MATTY
Richard Raymond Bleser
Tatyana Shut
David Francis Modzelewski
Angelo Samuel Fiore
Laura Ann Delmolino
TIMOTHY WALLACE SUFFISH
POLLY WHITE CORDLE
PATRICIA MAE Matty
THADDEUS STEVENS WELCH
Siobhan G Matty
Kelly P Selkirk
Steven James Tynan
Ava Claire Cariddi
PAUL JOSEPH MARCHESE
MATTHEW ROBERT FARKAS
CHRISTINE M ANDRZEJEWSKI
JOSHUA DAVID BEDELL
Brendan Roberts
MAURICE STEVEN BOWERMAN
LAURA MARIE BOVINO
TANYA LYNNE HAAS
Jason Irwin
Dennis C Morin
CHRISTOPHER BOOTH MILNE
Patrick Dennis Sherman
TRAN NGUYEN TRAN
DAVID ANTHONY PETRUZZELLI
MICHAEL SCOTT POGGI
Paul Richard Duquette
ANGELA BETH STREETER
RONALD JAMES BRIGGS
Charles David Epstein
MICHAEL STEIN
Jeremy Paul Stefanik
DYLAN EDWARD BOND
TIMOTHY MICHAEL GIGUERE
RICHARD PAUL DOLEVA
AMY ELIZABETH SANTARELLI
Hunter E Boody
DAVID MICHAEL RICCI
JAY ADAM RUBMAN
DEREK CARL MEADE
JO ANN WALK

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