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Best financial advisors in Ipswich, MA

Registered advisers within 25 miles of Ipswich, MA.

Offices
763
Firms
349
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,159,133 clients when Item 5C has a number
Avg / client
$6.97M
Combined AUM ÷ clients

Nearby offices

Firms

TD PRIVATE CLIENT WEALTH LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITABLE ADVISORS, LLC
EQUITY SERVICES, INC.
FAMILY PARTNERS CAPITAL, LLC
EAST COAST ASSET MANAGEMENT, LLC
CLARK & STUART INC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ARETE WEALTH ADVISORS, LLC
PARK AVENUE SECURITIES LLC
HARBOR ISLAND CAPITAL LLC
ESSEX PRIVATE WEALTH MANAGEMENT LLC
NOVEM GROUP
TAPPARO CAPITAL MANAGEMENT

Investors

CHRISTOPHER GLEN PERRY
Matthew Kirschner
Jeffrey T Becker
PAUL SULLIVAN COMO
ELLEN MACKEY ROSE
JASON MICHAEL JEFFERS
OWEN JOHN HYLAND
James Robert Crockett
CHRISTOPHER MATTHEW BEGG
MICHAEL MCDOWELL CONNOLLY
Sarah Jerena Moore
Sarah K Wilsey
Katherine L Dick
MICHAEL HENRY STUART
THOMAS JOHN CLAY
IRYNA PETRIVNA ANTONYUK
KEVIN ANDREW WEBER
TUCKER KENYON BIXBY
JOHN G BALZER
JOHN H AKOURY
ANDREW SCOTT KEHOE
DANA EDWARD BERNARD
PAUL DAVID FORTIN
JAMES DAVID BAGA
PETER EARL MULHOLLAND
BRIAN ANDREW WOODLAND
CYNTHIA MAE DEAL
Gavin James Ugone
MARK PETER GATTI
JAMES WILLIAM UGONE

Within 25 miles of Ipswich, MA, Best Investors lists 349 registered investment advisory firms with 763 offices nearby, managing about $22.0T in combined regulatory AUM across 3,159,133 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 Ipswich

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 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM