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Best financial advisors in Linwood, MA

Registered advisers within 25 miles of Linwood, MA.

Offices
698
Firms
303
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,210,382 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
GIRARD CAPITAL MANAGEMENT
NCU INVESTMENT SOLUTIONS
YARRINGTON MANAGEMENT COMPANY

Investors

JODY YOUNG CLEMENT
GREGG ANTHONY CATSOULIS
GREGG ROBERT MANIS
JAMES ALLEN VALIS
Thomas Patrick Clinton
Paul Henry Couture
Matthew Richard Bouthillette
MENGNI LIU
DANIEL F GIRARD
GARTH MICHAEL FONDO
Jeffrey Forsythe
JOSEPH DANIEL MURPHY
Mark Freeman
Tyler Smith
David Barry
DAVID ROGER MELLO
David Michael Girard
JOHN P. GALEGO
MICHELLE JOCHUM HALLENBECK
NERMIN KHALIL
MICHAEL THOMAS DAMON
Ann Marie Irons
Harry Shuman
Robert Joseph DAmico

Within 25 miles of Linwood, MA, Best Investors lists 303 registered investment advisory firms with 698 offices nearby, managing about $15.9T in combined regulatory AUM across 3,210,382 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 Linwood

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM