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Best financial advisors in Leominster, MA

Registered advisers within 25 miles of Leominster, MA.

Offices
424
Firms
163
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,261 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
SOUND INCOME STRATEGIES, LLC
OSAIC WEALTH, INC.
INTEGRATED WEALTH CONCEPTS LLC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION
CETERA INVESTMENT ADVISERS LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Christina Gunther Lashua
Christine Karen Pelletier
Christopher Paul Bozicas
BARRY MICHAEL BELLWOOD
MATTHEW CHRISTIAN SMITH
Elizabeth A Hagan
WAYNE PETER CARNEY
LEE ANN NAULT
MARK CHRISTOPHER BOLDEIA
DAVID ANDREW RAMPELLO
SUSAN DORVAL DORSEY
ROBERT A CURTIS
PATRICK THOMAS ENGLISH
John Patrick English
JAMES E. ELLIS
BRIAN HOWARD SARANOVITZ
WILLIAM DANIEL HACKLER
BRITTNEY JANE SANTOS
Steve S Thurston
Mark Anthony Montaquila
JOHN ANTHONY MEUSE
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND
THOMAS FRANCIS WHEELER
Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
PETER TIMOTHY SIMPSON

Within 25 miles of Leominster, MA, Best Investors lists 163 registered investment advisory firms with 424 offices nearby, managing about $12.1T in combined regulatory AUM across 2,679,261 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 Leominster

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