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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

HOLMES INVESTMENT MANAGEMENT, INC.
ZARATHUSTRA WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.
VALMARK ADVISERS, INC.
CHARLES J. MEANS & CO., LLC
FABCO INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
MAYFLOWER ADVISORS
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THURSTON HALL INVESTMENT RESEARCH, LLC
PLANMEMBER SECURITIES CORPORATION

Investors

HOWARD JOSEPH HOLMES
AKHIL ABHIJIT SHAH
AMIR ALAMIR
Eric James Thomson
JORDAN LANE COHNE
GLENN ALLEN LEVINE
STEVEN R MADEIRA
MATT RICHMOND STONE
SEAN PETER REILLY
STEPHEN MICHAEL DIPARDO
PAUL CHARLES HILL JR
ROBERT ANGUS MACARTHUR
CHARLES JEFFRIES MEANS
FERMO A BIANCHI
AARON JACK SIMON
WILLIAM BENTON PYLES
JAIME RHEAUME
JOHN JOSEPH NUNES
BRADLEY ALLEN GORNEY
Jeremy Cox
JUSTIN LEE TURCOTTE
Evan Andrew Mattern
Jonathan Coffin Wolff
George Scott Schutte
Jonathan Coffin Wolff
SID CHAUDHRY
Stephen R Vachon
John J Doherty
SAMUEL ALAN GOLDBERG
JASON BERNHARDT THOLANDER
Paul K Kapur
CRAIG LLOYD SLATER
SCOTT RYAN WHEELER
Tyson Mitchell Lashley
RYAN JOHN SCHOTT
CHRISTOPHER MICHAEL SZYMANSKI
Michael John Kulesza
William Keefe

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