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Best financial advisors in Haverhill, MA

Registered advisers within 25 miles of Haverhill, MA.

Offices
882
Firms
331
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,135,025 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

BEATON MANAGEMENT CO INC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES
TD PRIVATE CLIENT WEALTH LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COHEN INVESTMENT ADVISORS, LLC

Investors

LAWRENCE ANTHONY FARETTA
SAMUEL FRANCIS GRANT
ERIC RICHARD MAJKA
Tracy Lee St Onge
James Paul Rubera
REGINA MOREIRA
AUSTEN DENSMORE
PAUL ANTHONY LA GRECA
DANIEL CHARLES REGAN
MICHAEL JOHN DANEAU
ALYSON TRICCO QUINNELLY
MATTHEW MICHAEL TULLOS
EUGENE THOMAS CINDRICH
Lauren Elizabeth Tullos
Michael John Quinn
Paul Louis Tiernan
TIMOTHY JAMES JORDAN
HOLLIE ANN DONOVAN
CURT MARTENS
Brian Allan Magoon
Matthew Magoon
Amanda Katherine Schell
Tucker Perry Schell
Todd Scot Schell
Nicolas L Cunha
CARL MALMROSE HANSON
Brian Michael Sullivan
JAMES N PERRY

Within 25 miles of Haverhill, MA, Best Investors lists 331 registered investment advisory firms with 882 offices nearby, managing about $15.6T in combined regulatory AUM across 3,135,025 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 Haverhill

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM