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Best financial advisors in Jamaica Plain, MA

Registered advisers within 25 miles of Jamaica Plain, MA.

Offices
2,279
Firms
1,160
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,396 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRATED WEALTH CONCEPTS LLC
MSA FINANCIAL
IHT WEALTH MANAGEMENT LLC
APOLLON WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FAMILY FIDUCIARY SERVICES, INC.
CAPTRUST
LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
CITIZENS SECURITIES, INC.
EDWARD JONES
RENAISSANCE WEALTH ADVISORS, LLC
STALEY CAPITAL
GROVESTREET

Investors

PANAYIOTA KOUTSIS MOUCHLIAN
RICHARD ERIC STRAM
RYAN ALAN ZIMMERMAN
BRIAN J GAFFNEY
DANIEL PAUL MCCARTHY
PAUL BERNARD COONEY
BRAD LANGLEY CROALL
CATHERINE ANN LYNCH JOHNSON
KELLIE D JACQUES
James Owens
JOHN T LEAHY
Dabney Baum
STEVEN GRARY HELFER
RICHARD ALLAN BAUM
KEITH ALAN WEINSTEIN
JONATHAN DANIEL JACKSON
Nicole Reilly
RICHARD STEARNS ALLES
BRUCE ROBERT BUCK
Brian Lannigan
LAWRENCE GOODALL MILLER
Zachary Maxwell Clifford
MICHAEL ALAN SCHREIBER
COREY S STEIN
Marisa Elise Muldowney
AMY ZELMAN RESNIC
SCOTT KORN
LISA FAITH VAILLANCOURT
JAMIE CHRISTOPHER FREIDHOF
ANN S DECAPRIO
SARAH MARGARET DUNWORTH
SUSAN CAROL KAPLAN
LAWRENCE D KAPLAN
Samuel Trumps
Mikhail Veselov
JOHN DAVID WILLIAMS
Michael Stephen Murphy
Abbie L D'Amico
Colton Valchuis
Brian Nash
ERIC CHRISTOPHER FALLON
PAIGE JACQUELYN VALCHUIS
James Robert Basiliere
Daniel Robert Gage
DOUGLAS BRADFORD GAGE
JEREMY WALKER MOSS
Nicholas Harvath
SHALINI GUGLANI
Reina Alvarez
Darci Cloutier-Ham
Martin Dedvukaj
Andrew John Wood
Lori Lynn Bateman
JAMES FRANCIS VICECONTE
TOWERA VANESSA GONDWE
PHILIP A CRAWFORD
ADAM B GORLYN
GIUSEPPE FERACO
CARL MARTIN OSTERGAARD
MARTHA MURPHY LORD
Jeffrey Cougoule
PAUL W CASEY
JOHN T VALENTINE
REBECCA L BEAR
ANDREW JAMES BAKER
TOM W BURCHELL
Eric Joseph Foley
RUHAN INANOGLU
Brian Riordan
Nicholas Lawrence Campanale
Jennet Mammedova
Mariya Dmytryk
Daniel Luis Jara
Liam Prajapati Patel
John P Gavey
PAUL SILVA
JONATHAN TODD HABIB
Jack Keleshian
Jason Robert Friday
Lawrence Richard Martin
ADAM I KHALIFA
Stephen Andrew Delgado
ADAM TUCKER BOYCE
Christopher Anton Valley
ALEXANDRIA MARIE KIRCHNER
RACHEL ELISABETH MANCINI
ABRAHAM JOSEPH STRUM
MICHAEL D HANS
Daniel Patrick Smyth
Jack Ryan Kastenschmidt
DAVID LEE HUDSON
C Risque Michael Downes
Meghan Howland Forrester
Patrick William Devlin
STACY H BORTLE
Michael Gerald Collins
BRADLEY SCOTT ARMSTRONG
WILLIAM AUGUSTINE CONNELL
PAUL EDWARD HENRY
LAURIS STEFANS LAMBERGS
JONATHAN HARRIS LOER

Within 25 miles of Jamaica Plain, MA, Best Investors lists 1,160 registered investment advisory firms with 2,279 offices nearby, managing about $42.1T in combined regulatory AUM across 3,547,396 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 Jamaica Plain

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