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Best financial advisors in Gilbertville, MA

Registered advisers within 25 miles of Gilbertville, MA.

Offices
218
Firms
68
Combined AUM
$9.75T
Firm-wide filings, not assets booked only here
Clients
1.96M
1,958,730 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

ABLE FINANCIAL PLANNING
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
EDWARD JONES
BEACON POINTE ADVISORS, LLC
WEST BRANCH CAPITAL LLC
CAPITAL ANALYSTS
LINCOLN INVESTMENT
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.
CITIZENS SECURITIES, INC.
PERIGON WEALTH MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

JOHN PAUL ESTRELLA
DAVID MICHAEL RICCI
GERALD LEE JOHNSON
STEVEN DOUGLAS LEPAGE
COLLEEN MARIE BIANCO
WAYNE PAUL PROULX
Hunter E Boody
Lucia Burleigh Shah
IAN L MAHMUD
JAMES KAI HO
AYAZ MAHMUD
Jahan Kumar Manasseh
ROBERT W. PRYOR
MARK CHRISTOPHER ZACEK
GLENN STEWART ALLAN
CHRISTIAN ARTHUR SULMASY
MICHAEL O DOYLE
Victoria Ruth Maraia
RONALD JAY NATHAN
Trevor Nielsen
Kartik Trivedi
Christopher O'Connor
AMY HILDA Kiley
Michael James Halloran
CHRISTOPHER J MALLON
KEVIN C OUTLAND
JOHN THOMAS JAWOR
James Patrick McNamara
DOUGLAS JAMES WHEAT
ANDREW MARK/NICHOLAS BELLAK
Mary M Glaser
NICHOLAS EDWARD STERN

Within 25 miles of Gilbertville, MA, Best Investors lists 68 registered investment advisory firms with 218 offices nearby, managing about $9.75T in combined regulatory AUM across 1,958,730 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 Gilbertville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM