Best Investors Account Sign in

Best financial advisors in Leicester, MA

Registered advisers within 25 miles of Leicester, MA.

Offices
259
Firms
95
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,720,839 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

CARL P. SHERR & CO., LLC
WORCESTER ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC
CARR FINANCIAL GROUP
INTEGRATED WEALTH CONCEPTS LLC
CUTLER CAPITAL MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAPITOL SECURITIES MANAGEMENT, INC.

Investors

JENNIFER LEIGH SIMES
EDWARD LAURENCE SHERR
GARY HYMAN SHERR
JOSEPH JOHN BOURQUE
Jacob Wharton
SANGAM DAHAL
CARLOS OMAR ORTIZ
ROBERT ALDEN HOEY
Patrick John Hoey
HAZEL JOY Nutt
Christopher A Laura Tenecela
ALLEN WEBSTER DILLAIRE
Kyle Eastwood Cornell
Louise Lydia Carin Henningsson
CHARLES EDWARD PATTERSON
JAMES WALTER CUSHMAN
MICHELLE MARIE FULLER
DEVON MATTHEW COONEY
NANCY LYNN SCOTT
MICHELLE LEIGH NEWCOMB
ASHLEY ELIZABETH RILEY
Brian R Jamros
KYLE CHRISTOPHER SWAIM
Susan Kelley
JONATHAN STEVEN MACK
JOSHUA ALEXANDER PAUL
ALEXANDER C BARTHOLOMEW
KATHLEEN JULIA Cyganiewicz
THOMAS JOHN BARTHOLOMEW
PETER CHARLES MCMANUS
HEATHER RYAN GIROLAMO
SPENCER MILLS LYONS
MARK GRAZIANO DISTEFANO
CHRISTOPHER PAUL CARELLI
ANDREA LYNNE LUCEY
BENJAMIN WILLIAM CAULEY
LEAH HELEN MICHALOWSKI
RICHARD MICHAEL CARR
Robert Thompson
MICHAEL EDWARD HOGAN
MELVIN STANLEY CUTLER
GEOFFREY KRISTOPHER ALLAN DANCEY
MONIQUE MARIE D'AUTEUIL
JENNIFER AITES GUADIZ
PETER BRUCE LURIER
ALEX M SULLIVAN
JASON W CAMUTI
JEREMY TAYLOR LURIER
DAVID Z LI
SALVATORE GIACALONE
JOHN MICHAEL DICONZA
CAROLYN MARGARET MCIVER
BRIAN HENRY WATERS
MICHAEL C MAZEIKA
Jordan A Cellucci
Patrick M Power
SHEILA ANN BULAK
KATHLEEN JONES
KEVIN R SEABURY
NANCY LYNN OLDAKOWSKI
JAMES B KENARY
Hannah K Goode
EMILY ELIZABETH KENARY
Emily Rose Domash
James Cellucci
GEORGE ANTHONY JOSEPH
SAMUEL CLARKE KENARY
PIERCE G LEASCA
Lynette J Forder
DOUGLAS E. WILSON
GEORGE PETER LEASCA
MARK GERARD COTE
FRANCIS MICHAEL NOVAK
MARK HOWARD FEIGELMAN
PAMELA ANNE GOLD
JOCELYN SANTOS
KYLE B LEMOND
Andrew Brink
JOHN C GONDOLFO
George Alexander Demos
JONATHAN LEE COHEN
Margaret CELESTE Algieri
Crystal Shimizu
Nicholas Rodriguez
RICHARD THOMAS HIGGINS
Michael JOSEPH Garand
DAVID PAUL SMITH
Peter Sebastian Balesano
MATTHEW JOSEPH SHIELY
VEENA GARG
ANNE MARIE FORD
RYAN R WAKEFIELD
HEATHER CATHERINE FREEMAN
CHRISTINA ANN LAFORTUNE
MARIE BETH PATURZO
Laura F Wiedeman
Erik Eriksen
Jonathan Olson
Akash Raj Garg
Alexander A Hamboyan
DANIEL GRAMMEL
Dennis W Arnone
CHRISTOPHER JOHN ROERING
ROBERT MARK COTTER
PATRICIA M HENNEDY
EVAN A GREER
Christopher Michael Payton
Paul Mercer
Bryan C. Smith
MICHAEL SHAWN TIVNAN
Thomas Charles Brennan
PAUL CHRISTOPHER VERDERESE
SATYA BRATA MITRA
JOHN EDWARD KELLEY
ROBERT JOSEPH OFTRING

Within 25 miles of Leicester, MA, Best Investors lists 95 registered investment advisory firms with 259 offices nearby, managing about $11.8T in combined regulatory AUM across 1,720,839 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 Leicester

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