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Best financial advisors in Mansfield, MA

Registered advisers within 25 miles of Mansfield, MA.

Offices
1,846
Firms
956
Combined AUM
$39.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,518,689 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MACDONALD WEALTH MANAGEMENT, LLC
DELPHINUS FINANCIAL ADVISORS, LLC
DAKOTA WEALTH, LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BRIDGEPORT FINANCIAL SOLUTIONS
TD PRIVATE CLIENT WEALTH LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
INTEGRATED WEALTH CONCEPTS LLC
BETRO MILESZKO & COMPANY
EDWARD JONES
CAPTRUST
MML INVESTORS SERVICES, LLC
DODGE WEALTH MANAGEMENT

Investors

William Francis Hughes
KATERINA LUBONJA
Edward George Turnbull
KATIE ANNE MACDONALD
Andrew Simon Blacker
ANTHONY A SALOTTO
LOUIS ANTHONY DELLA VALLE
ROSS Patrick MCWILLIAMS
Michael Kelleher
ANDREA ELIZABETH HOTTLEMAN
RICHARD CHARLES RINGLER
ALLISON ELIZABETH CONLON
EVAN PETER WELCH
Mitchell Sanford
MICHAEL WILLIAM MALLON
ROBERT PELLAND
Eric Maiuri
KAWTAR SLAOUI
HIMANI PATEL
JON MATTHEW GARVIN
Kamryn Person
TIMOTHY L O'ROURKE
CHERYL GUINAN
KEVIN GUINAN
JOHN MICHAEL MILESZKO
FELIX SCHELLER BETRO
Brian Edwin Smith
Michael C Marge
EDWARD CHRISTOPHER BURKE
WILLIAM PAUL AVRIL
GREG STEPHEN DODGE

Within 25 miles of Mansfield, MA, Best Investors lists 956 registered investment advisory firms with 1,846 offices nearby, managing about $39.7T in combined regulatory AUM across 3,518,689 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 Mansfield

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 CAPTRUST 963 advisers $1.24T AUM