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Best financial advisors in Halifax, MA

Registered advisers within 25 miles of Halifax, MA.

Offices
571
Firms
236
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,138,909 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
C&S ADVISORS, INC.
KOVACK ADVISORS, INC.
WH CORNERSTONE INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
FLOREK FINANCIAL, LLC
FMA WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
SAVIOR WEALTH
INVESTMENT ADVISORY GROUP LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

COLLEEN MARY MAIMARON
THOMAS MICHAEL BURKE
PAULA SULLIVAN HARRIS
Nolan Jacob Melo
Cody Mitchell Wright
WILLIAM MARTIN HARRIS
STEPHEN ANTHONY ADAMS
CHARLES H. KRAHMER
JEREMY MICHAEL DALIDOWITZ
ANDREW J BLANCHARD
SARA GAYLE ENOS
PHILIP STANLEY BARNES
ANTHONY THOMAS NOFI
Nicholas James Banks
ROBERT COADY FLOREK
PAUL DANIEL FURCINITO
JAMES MARC MORRIS
Brian Mullen
JOHN M MCLAUGHLIN
BRENTON ALEXANDER PITT
WHITNEY HOWARD FLOREN
DANIEL VINCENT MIELE
GREGORY R FORTIER
MARIA NAQISHBANDI
PATRICK COLLINS
EARLE WILLIAM PITT
SUSAN RUCH BARBER
Rhonda Bernier
THEODORE D CIOLKOSZ
PAUL WILLIAM REARDON
KEITH WENDELL WHITT
Marko Vukovic
Michael Kelleher
Justin Adam Perry
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
MARTIN LEE ROBBINS

Within 25 miles of Halifax, MA, Best Investors lists 236 registered investment advisory firms with 571 offices nearby, managing about $17.6T in combined regulatory AUM across 3,138,909 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 Halifax

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