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Best financial advisors in Framingham, MA

Registered advisers within 25 miles of Framingham, MA.

Offices
2,082
Firms
1,082
Combined AUM
$41.6T
Firm-wide filings, not assets booked only here
Clients
3.57M
3,572,208 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

WOODSIDE WEALTH MANAGEMENT
OSAIC WEALTH, INC.
IMPACT PARTNERSHIP WEALTH, LLC
FITTS FINANCIAL
BORTOLUSSI WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
AMERITAS ADVISORY SERVICES, LLC
BORABOND, LLC
RAKATANSKY FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EXCHANGE PLACE ADVISORS, LLC
JULEX CAPITAL MANAGEMENT
PRUDENT GROWTH INVESTMENTS LLC
PFS INVESTMENTS INC.
CREATIVE PLANNING
ASSET STRATEGY ADVISORS, LLC

Investors

CHERYL ANN COSTA
Matthew William Costa
JOELLE D SPEAR
Craig Eastman Shepard
Christopher Warren Fitts
DANIELLE MARIE LEARY
Abdelrahman Nasser Hamada
HENRY MICHAEL FISHER
BRUCE SUTHERLAND HULME
SAMUEL BRITTON BALDWIN
WILLIAM THOMAS SPENCER
DANIEL STEPHEN ENOS
PETER DONOVAN MURPHY
MICHAEL R ARCHAMBAULT
JUSTIN ANTHONY DESANTIS
John Stephen Bruneau
Kalule Raymond Guwatudde
Alex Rakatansky
THOMAS ANTHONY PADOVANO
XIANGHAI HENRY MA
THOMAS SCOTT TERRACCINO
Jason Mackey
ROMAN KOLES
ASHLEY KOLES
CORLEEN MARIE CADMAN
MATTHEW K ELSENBECK
REBEKAH ANN PENNELL
ERIC GANELES
TIMOTHY JOSEPH BLACK
BRUCE WOODMAN HARDY
KENT ALLAN FITZPATRICK
WILLIAM D MAHONY
PETER DOHERTY
Jian Wei Fu
William Christopher Sargent
Kaelan C Fitzpatrick
Edward Rosenau
DAVID CHRISTOPHER O'BRIEN
ROSARIO SALVATORE SALAMONE
RICHARD ROBERT RACINE

Within 25 miles of Framingham, MA, Best Investors lists 1,082 registered investment advisory firms with 2,082 offices nearby, managing about $41.6T in combined regulatory AUM across 3,572,208 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 Framingham

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM