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Best financial advisors in Holbrook, MA

Registered advisers within 25 miles of Holbrook, MA.

Offices
1,901
Firms
1,031
Combined AUM
$41.2T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,522,352 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

FINER & FINER, CPA'S
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
KOVACK ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
COMMONWEALTH FINANCIAL NETWORK
PASHADRE CAPITAL MANAGEMENT, INC
SANTANDER SECURITIES LLC
STONESTREET FINANCIAL, INC.
GENESIS WEALTH ADVISORS, LLC
PERLMUTTER, LAURENCE M.
LPL FINANCIAL LLC
FORTIS CAPITAL ADVISORS, LLC

Investors

RONALD M FINER
STANLEY S FINER
PETER JON FREDERICKSEN
SUSAN SANTOS HARKIN
Camilo Betancur
Obed Michael Daphnis
Mohamed Elhannawi
THOMAS MICHAEL BURKE
Evans Menard
NICHOLE A WIRTZ
GARRETT MICHAEL MILLS
Bryan Woodford
RICHARD WILLIAM SMITH
MICHAEL THOMAS SHANLEY
Buckey Wilson
Ronald Powers DeFeo
Colin March
BRIAN JOSEPH MCGIVERN
PAUL FLOYD STONE
NICHOLAS L.M. DE PEYSTER
PAUL FRANCIS DUVAL
DANIEL JOSEPH DUVAL
LAURENCE MARC PERLMUTTER
DAVID ANTHONY RANDALL
PETER ALBERT LOUNSBURY
STEPHEN JUDE KEARNEY
TUCKER VAUGHAN ROEDER
JACOB SYDNEY WALDMAN
MICHAEL ROBERT DIAS
Karen Sullivan
MARC STEFAN INSTRUM
Marc A Kurzberg
Linh G Nguyen
JOSEPH FRANCIS ZANCA

Within 25 miles of Holbrook, MA, Best Investors lists 1,031 registered investment advisory firms with 1,901 offices nearby, managing about $41.2T in combined regulatory AUM across 3,522,352 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 Holbrook

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM