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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

MODERA WEALTH MANAGEMENT, LLC
ANDERSONLANE
FOCUS PARTNERS WEALTH, LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
OKEMO CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
PLANMEMBER SECURITIES CORPORATION
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROFICIENT WEALTH COUNSELORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
WESTCOTT INVESTMENT ADVISORS LLC

Investors

ELIZABETH HASTINGS DANIELS
SCOTT ANDERSON SWARTZ
CHANEL LOIS GULLAGE
BARRY JON MORGAN
Derek Robinson Thisse
DEBRA KENDALL BREDE
VIRGIL SALES
Nancy Madonna
BRIAN TIMOTHY CONLON
MARIA COCLIN
ADAM JOSEPH SUREAU
STEPHEN PAUL PIOTTE
Stephen R Vachon
JOHN PAUL BERNIER
GERALD LOFTIN
Gilbert J Medeiros
PAUL K WONG
DAVID SCOTT NICHOLSON
Nathaniel B Wojcik
BRADLEY SCOTT ARMSTRONG
Trevor Nielsen
Kartik Trivedi
Daniel E. Dudemaine
SAMUEL M RAHEB
Robert DiCalogero
GARY WAYNE PELOQUIN

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