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Best financial advisors in Lynn, MA

Registered advisers within 25 miles of Lynn, MA.

Offices
2,136
Firms
1,108
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,886 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
LENNOX FINANCIAL
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
TD PRIVATE CLIENT WEALTH LLC
J.P. MORGAN SECURITIES LLC
SANTANDER SECURITIES LLC
FINER WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PLAN FOR IT FINANCIAL, LLC
OSAIC WEALTH, INC.
TRUST ADVISORY GROUP LTD
LPL ENTERPRISE, LLC

Investors

Andrew Menefee
PAUL KEVIN BERGERON
Stephen Yeager
JOSEPH E SHEA
David John Dorgan
COLIN PATRICK MCCARTHY
BRIAN ROBERT THOMAS
JESSICA LEE LOUGHNANE
JOHN LENNOX BOYLE
SCOTT P BROGAN
RYAN SCOTT VERNON
CHRISTIAN ODONNELL
KLODIANA SINA GJIKONDI
MEDINA AVDIC
Michael G Dooley
GARY MICHAEL COON
MICHAEL SCOTT FINER
MATTHEW ERIC SACHAR
Tatiana Sigalova
CHRISTOPHER ANDREW LAZZARO
FRANK ANTHONY PERELLA
ANTHONY DAVID SPEZIALE
RICHARD VERNON GAYNE
Fabiola Louis-Jean
Oscar G. Rodriguez
Ari J. Goldfine
CHRISTOPHER JOHN FOGARTY

Within 25 miles of Lynn, MA, Best Investors lists 1,108 registered investment advisory firms with 2,136 offices nearby, managing about $42.0T in combined regulatory AUM across 3,545,886 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 Lynn

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM