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Best financial advisors in Manchester By The Sea, MA

Registered advisers within 25 miles of Manchester By The Sea, MA.

Offices
1,393
Firms
830
Combined AUM
$40.8T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,349,313 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
BOSTON RESEARCH AND MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARJUNA CAPITAL, LLC
INTEGRATED ADVISORS NETWORK LLC
FAMILY PARTNERS CAPITAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WILLOW PARTNER ADVISORS, LLC
OSAIC WEALTH, INC.
EAST COAST ASSET MANAGEMENT, LLC
PARK STATE ASSET MANAGEMENT LLC
BLUEDOOR PRIVATE WEALTH, LLC
CABOT WEALTH MANAGEMENT
WERNAU ASSET MANAGEMENT
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

HEIDI LYDIA HANSON
BENJAMIN JAMES MUCHLER
ROBERT STUART MCKENZIE
MEGHAN ROSE FLYNN
DANIEL FREDERICK TORTOLA
Leslie Warnick Kernan
CHARLES EDWARD BABIN
LESLEY ANN DEVER
LYSTRA KHAN
KATHERINE ELIZABETH GLIDDEN
DANIEL BUKKHEGYI
JOHN CARROLL
KARL DOUGLAS FRIES
FRANK FARNUM BROWN
NATASHA LIBBEY LAMB
PETER CHRISTIAN ANDERSEN
JOSHUA JAMES CAHILL
DEBORAH JOAN LITTLEFIELD
MATTHEW JOHN DAVIDSON
David Robert Littlefield
PAUL CHARLES LITTLEFIELD
THOMAS JOHN CLAY
James Robert Crockett
CHRISTOPHER MATTHEW BEGG
MICHAEL MCDOWELL CONNOLLY
OWEN JOHN HYLAND
Samuel Bernard Cohen
Daniel Alden Carman
LAURA MOK
WILLIAM LOEMKER FURBER
MICHAEL CHARLES KOZAK
THOMAS EUGENE SHEPHERD
Grady Kozak
ROBERT BYRON MURPHY
Kelly Jean Birchmore
ALEXANDER FRANCIS CASTRICHINI
Nathan Stevens
PETER CHRISTOPHER WERNAU
JONATHAN LOUIS IANNACONE
Patricia Boulanger Beckwith
IRYNA PETRIVNA ANTONYUK
KEVIN ANDREW WEBER
Christopher James Noble

Within 25 miles of Manchester By The Sea, MA, Best Investors lists 830 registered investment advisory firms with 1,393 offices nearby, managing about $40.8T in combined regulatory AUM across 3,349,313 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 Manchester By The Sea

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