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Best financial advisors in Lawrence, MA

Registered advisers within 25 miles of Lawrence, MA.

Offices
1,574
Firms
755
Combined AUM
$30.1T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,276,430 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRATED ADVISORS NETWORK LLC
FLAGSHIP HARBOR ADVISORS, LLC
LPL FINANCIAL LLC
SEAPORT WEALTH LLC
COSIMO VENTURE PARTNERS L.P.
APEX WEALTH MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PANOS FINANCIAL PARTNERS, LLC
PROFICIO CAPITAL PARTNERS LLC
LOGIKOS CAPITAL MANAGEMENT
DAKOTA WEALTH, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIERA CAPITAL INC.
SSGA FUNDS MANAGEMENT, INC.
TRILLIUM ASSET MANAGEMENT
JOHCM (USA) INC
STATE STREET DIGITAL LTD

Investors

MARK BERNARD LUBLIN
JOHN PORTER SAWYER
TIMOTHY PETER HIGGINS
CHRISTOPHER MICHAEL SHEEHAN
MATTHEW AARON MORROW
MICHAEL KRASCO
BRENDAN MICHAEL LAMMERS
PHILIP JOHN MATHEY
ALAN ALAEDDIN FATEMI
JASON RYAN DUGUAY
JONATHAN Edward COUGHLIN
JONATHAN BROOKS MARSTON
Vijay N Addanki
DAVID JAY KAUFMAN
KEVIN MICHAEL SMITH
THOMAS OWEN SHEPARD
DANIEL EDWARD PARKER
RODNEY MELVIN LAURENZ
DWAYNE ANTHONY HALL
DANIEL FRANCIS MORAN
WALTER HENRY RIESTER
GREGORY JAMES PRAYZNER
JOSHUA JULIO TOPP
ADAM BATEMAN
ERIK LAWSON JEFFERSON
ADAM MICHAEL HOGUE
KYLE HURLEY
FATIMA AWADA
CARLETON WILLIAM CROCKETT
ROBERT MICHAEL THORNE
SCOTT MICHAEL MONDEAU
LEE GEORGE PAPPAS
QUENTIN WILLIAM CLIMER
KELSEY LILLIAN STRAIT
DARIA ROSE GRADY
SIEGLINDE AIGNER-CROOKS
Nancy Greenwood Andrew
STEVEN BRETT BRUCE
KIMBERLY ANN KELLY
BRIAN JEFFREY GRIFFITH
JULIAN BRETT MORRIS
GREGORY PAUL MUNROE
SCOTT DAVID NELSON
JEFFREY MICHAEL KRUEGER
Christopher Thomas Archambault
Antony Tony Khalife
CHRISTINE ANN KELLER
DEREK CHRISTOPHER DEANGELIS
JAMES EDWIN THOMPSON
JAMES PATRICK PANOS
PETER WALTER KRONBERG
TAYLOR LYNN KALE
NICOLE' CHARLES MEREDITH KEANE
JONATHAN DAVIDSON POND
Sarah Ann Earwood
Scott Andrew Earwood
ERIC V SECHMAN
Patrick Dunk
Tassadit Bellal
Mark David Toomey
MITALI N/A PRASAD
SADA MARIE GEUSS
NAKIA A MADDOX-EUBANKS
Kathleen M Bochman
LISA DORENE MACKINNON
Stephanie Maria Pascual
TOBI ANNE MASON
MATTHEW WILLIAM PATSKY
Raven Montana Brockriede

Within 25 miles of Lawrence, MA, Best Investors lists 755 registered investment advisory firms with 1,574 offices nearby, managing about $30.1T in combined regulatory AUM across 3,276,430 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 Lawrence

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 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM