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Best financial advisors in Franklin, MA

Registered advisers within 25 miles of Franklin, MA.

Offices
1,336
Firms
613
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,416,778 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
THE PLAYER'S LEGACY VENTURES, LLC.
INTEGRATED WEALTH CONCEPTS LLC
BYRNE FINANCIAL FREEDOM, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TITANIUM ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SULLIVAN RETIREMENT RESOURCES, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RICHARDSON FINANCIAL SERVICES
NORTON FINANCIAL CONSULTANTS
DELCAM CAPITAL

Investors

PAUL MARTIN DERBYSHIRE
Hayden J Curley
Peter William McGuire
DAVID E MCGUIRE
TIMOTHY ANDREW DEMERITT
JOSEPH GERARD BYRNE
Christopher Raymond Byrne
Ryan James McCormick
JASON SCOTT WEISS
JAMES GARY WALSH
STEVEN FRED PARKINSON
Christopher Antolini
KEVIN ALLEN AUERR
LOUIS Leon KLINE
KEVIN LEE NULTON
Kevin Lee Johnson
PIETER WILLEM VANVREDENBURCH
MARK LEHOULLIER
MICHAEL STEPHEN CONSTANTINE
WILLIAM WARE DITTRICH
THOMAS HENRY CARLOW
Andrew Ware Dittrich
MARK DITTRICH
MARYBETH HIPSON STANTON
Janet H. Frye
DANIEL JOSEPH SULLIVAN
Brian E Hertzberg
RICHARD EJNAR HERTZBERG
MENGNI LIU
STEVEN MICHAEL RICHARDSON
BRIAN HOWARD MAXFIELD
EDWARD MICHAEL PITTS
Caleb Smith
ELISA M CHAN
CHRISTIAN WILLIAM SCHNEIDER
DANIEL F GIRARD
CHRISTA NORTON CANAVAN
MICHAEL THOMAS DAMON
CLINTON Arthur MCHOUL
Matthew C Peterson

Within 25 miles of Franklin, MA, Best Investors lists 613 registered investment advisory firms with 1,336 offices nearby, managing about $21.0T in combined regulatory AUM across 3,416,778 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 Franklin

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM