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Best financial advisors in Kates Corner, MA

Registered advisers within 25 miles of Kates Corner, MA.

Offices
2,070
Firms
1,081
Combined AUM
$41.6T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,724 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

ADVANCED PORTFOLIO DESIGN, LLC
NORTH SHORE WEALTH MANAGEMENT
OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
THE FIDUCIARY ALLIANCE
COLLABORATIVE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
COLMAN KNIGHT ADVISORY GROUP, LLC

Investors

Jennifer Anne Murphy
PETER JONATHAN CANNIFF
Hope Suzanne Canniff
John Olivieri
FRANK MICHAEL HYNES
CHARLES MICHAEL CARELLA
WARREN BRUCE BAUM
JANATH VIJAYA DESILVA
PAUL JASON LANDRY
Thomas Lawrence Fitzpatrick
JASON BERNHARDT THOLANDER
CHRISTOPHER PAUL MARA
Anthony J Silvio
DAVID Jules VERHEYEN
James Adam Normington
ANTHONY JOSEPH MARINO
BRIAN HOWARD DICK
TIMOTHY DICK
Kevin Edward Dick
BARRY RAYMOND DICK
JONATHAN TAYLOR DICK
MATTHEW ARTHUR KEEFE
RONALD E DOKUS
Joseph Richmond
CARL VINCENT MARCHITTO
ERIC RICHARD HOWLAND
MARY THERESA BUTLER-ALDRICH
ELIZABETH PURDIE SAMPSON
RICHARD JOHN WEST
Arianna Christina O'Rourke
SCOTT ALAN COPPOCK
ROGER CUNHUI YANG
YU FU
BRIAN WILLIAM HEFFERNAN
MASROOR HASSAN
MICHELLE LYNN CONTOIS
David Kwasi Manteau
MARC GERALD BERMAN
RICHARD KEITH COLMAN
Joseph James Knight Colman

Within 25 miles of Kates Corner, MA, Best Investors lists 1,081 registered investment advisory firms with 2,070 offices nearby, managing about $41.6T in combined regulatory AUM across 3,546,724 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 Kates Corner

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