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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

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
INTEGRATED WEALTH CONCEPTS LLC
LPL ENTERPRISE, LLC
ON INVESTMENT MANAGEMENT CO
SHELTERED GARDEN FINANCIAL GROUP LLC
FINANCIAL FOUNDATIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LIVELIFE CAPITAL PARTNERS LLC
MML INVESTORS SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
CREATIVE PLANNING
BORTOLUSSI WEALTH MANAGEMENT, INC.
FITTS FINANCIAL

Investors

Cara Holland
Kartik Trivedi
JAY THOMAS LIND
Matthew Ralph Ellsworth
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
RUSLAN BURSHTEYN
ANTHONY JOSEPH SCOLA
GENNADY SAM SHUSTER
Michelle Andrade De Morais
JAMES Edward MCINTIRE
William Harmer
Shane Walsh
ASHLYN R KELLY
Alec Daniel Duncan
Christopher Cole Wilson
WILLIAM LEWIS DUSETT
BERNARD SAUL RAVELSON
LOUIS KEVIN JEFFRIES
Andrew C Grande
Jing Yang
Michael E Abramo
John P Fronek
John Stulpin
Richard A Bagby
Elina Doszhan
MICHAEL ALAN BRAMLEY
Scott Vander Veen
Francis Randall
RYAN JOSEPH MCGUANE
Ryan Sheehan Creegan
ANTHONY VELOSO
BRYAN A AMANDOLARE
MICHELLE MORRISSEY
Alexander Joseph Figueiredo
NICHOLAS SALVATORE COSENTINO
JASON ALLEN REESEY
DAVID ANDERSON
CHRISTINA VASILIADIS MITKONIS
Lauren Campbell
Joshua Edward Olson
SAMUEL D. QUOOS
DOUGLAS BLAKE STOCKLAN
ERIC V SECHMAN
Rose Ann Smart
DANA EDMOND GILPATRICK
SUSAN R FECHTOR
CHRISTOPHER ROBERT FISHER
SHAWN MATTHEW MAURO
ADAM SCOTT CEFALO
ALEX PHILIP RANERE
CHRISTOPHER ALAN MENINNO
GARY JOHN THIBEAULT
JUSTIN J SLATTERY
Derek Knight Fairchild
MICHELLE VALANTE BEAUSEJOUR
DAVID JOHN MINGORI
MARK RALPH MCMANUS
DEMETRA J MOORE
ANDREW ROBERT JOYCE
John Winthrop Foley
BEAU Rylie YURKEVICIUS
Pouya Mohammad Jalili
MARGARET E SIMONDS
RICHARD EVAN ROSENTHAL
MATTHEW K ELSENBECK
REBEKAH ANN PENNELL
ERIC GANELES
BRUCE SUTHERLAND HULME
Christopher Warren Fitts
DANIELLE MARIE LEARY

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