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Best financial advisors in Jefferson, MA

Registered advisers within 25 miles of Jefferson, MA.

Offices
315
Firms
121
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,677,770 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
J.R. PRUNIER CAPITAL MANAGEMENT LLC
ASSABET ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC

Investors

ANDREW B. JENSEN
Anne-Marie Kelley
Timothy Howard
THOMAS LEE GRUNBECK
Jeffrey Robert Prunier
Donald Hamilton Sienkiewicz
WAYNE MARTIN USHMAN
THOMAS MARTIN JACOBSEN
ROBERT EDWARD JACOBSEN
Madison Rose White
GRAHAM GRANGER MERK
TIMOTHY JAMES HARRINGTON
RICHARD ALLAN SHAW
TODD WILLIAM ANDERSON
MICHAEL EDWARD HANLEY
CHRISTOPHER ROBERT SHARRY
Alfred Louis Boutiette
Lisa Marie Casillo
Paul Michael O'Malley
Catherine Harrington
Mark John Bernier
Mohamed Nasser Hamada
Hamilton Soriano
Wahaj Sarwar
PATRICK BERNARD HOLLAND
PETER V CARUSO
MICHAEL SMITH KELLEHER
Brian William Ford
DEREK P HAPPY
SHEPARD Woodrow ALLEN
ANTHONY RANDALL BARTLETT
Douglas Patrick Gower
JULIANNA DERISLEY
Darren Parent
Drew Mazzeo
THOMAS M VALENTINE

Within 25 miles of Jefferson, MA, Best Investors lists 121 registered investment advisory firms with 315 offices nearby, managing about $12.0T in combined regulatory AUM across 2,677,770 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 Jefferson

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM