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Best financial advisors in Forestdale, MA

Registered advisers within 25 miles of Forestdale, MA.

Offices
169
Firms
80
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,587,716 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

BEAL CONSULTING, INC.
LPL FINANCIAL LLC
PIER 42 ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SANTANDER SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
GRANITE WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DAVID SMYTHE WHITING
Vincent Charles Renaut
SARAH WHALEY DRAKE
JOHN BRENDAN CASTELOT
Sarah Jessica Doolan
Kelly M Cooper
MICHELLE CRAWFORD HILL
NICHOLAS JOHN DIMENNA
DEREK MATTHEW GAGE
RICHARD JOHN JOHNSON
SUSAN BOLEN LOWRY
John David Smith
Michael Charles Hulett
LAURIE JEAN GODDARD
LORI ANN ULM
JOHN DENNIS EGGERS
John Joseph Donaruma
PHILIP BRIAN CHANDLER
SCOTTY SANTOS PIRES
Connor Thomas Brien-Berks
DEBORAH FRIEDA CAMPBELL
Kevin Michael Campbell
JOHN ANDREW ZARO
BRUCE ANTHONY ZARO
Brian Mullen
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK

Within 25 miles of Forestdale, MA, Best Investors lists 80 registered investment advisory firms with 169 offices nearby, managing about $11.7T in combined regulatory AUM across 2,587,716 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 Forestdale

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 CAPTRUST 963 advisers $1.24T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM