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Best financial advisors in Marion, MA

Registered advisers within 25 miles of Marion, MA.

Offices
229
Firms
99
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,611,707 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COTTAGE STREET ADVISORS
SAGE WEALTH ADVISORS LLC
EDWARD JONES
BALDWIN WEALTH PARTNERS, LLC
TD PRIVATE CLIENT WEALTH LLC
FIRST DUE FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
NORTHSTAR FINANCIAL COMPANIES, INC.
SANTANDER SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.

Investors

KELLEY ELIZABETH MCGOLDRICK
BONNIE SUSAN KIRCHNER
MICHAEL KIM DAVIS
KATHLEEN ANNE ANDERSON
Philip Michael Mondeau
KIMBERLY WILKES TIRRELL
KATHRYN SHAW ROWE
MICHAEL NMI BALDWIN
ANDREW FLETCHER MCINTIRE
STEVEN THOMAS DEAN
ERIC HAAKON STRAND
WILLIAM HARVEY MARVEL
KIMBERLY MARIE SWIFT
NATHAN D. STEWART
JOHN ROBERT PRYS
CRAIG R. DUMAS
ARI SALAMON LAZAR
STEVEN ALAN GRIFFITH
Ronald Merton Ellis
William Nechtem Swerdlick
JEROME SULLIVAN
Andrew Thomas McAlarney
ASTA MULDOON
Luc James Domagala
BARRY SCOTT WYMAN
ELIZABETH K SOUZA
LYNNE T NAHIGYAN
Connor Charles March
SALVATORE ALFRED MONDELLO
SARAH WHALEY DRAKE
JOHN BRENDAN CASTELOT
Sarah Jessica Doolan
SCOTTY SANTOS PIRES
Connor Thomas Brien-Berks
Kelly M Cooper

Within 25 miles of Marion, MA, Best Investors lists 99 registered investment advisory firms with 229 offices nearby, managing about $13.2T in combined regulatory AUM across 2,611,707 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 Marion

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