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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

NEW ENGLAND FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FINANCIAL FOCUS ASSET MANAGEMENT,INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
GRANITE WEALTH MANAGEMENT LLC
GREAT OAK CAPITAL PARTNERS, LLC
CITIZENS SECURITIES, INC.

Investors

ALFRED LEO CAVACCO
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
LEO FRANCIS LEYDON
MICHELLE CRAWFORD HILL
NICHOLAS JOHN DIMENNA
DEREK MATTHEW GAGE
RICHARD JOHN JOHNSON
SUSAN BOLEN LOWRY
John David Smith
Michael Charles Hulett
LAURIE JEAN GODDARD
LORI ANN ULM
JOHN DENNIS EGGERS
John Joseph Donaruma
PHILIP BRIAN CHANDLER
Attar Leve Chalif
JOHN ANDREW ZARO
BRUCE ANTHONY ZARO
DEBORAH FRIEDA CAMPBELL
Kevin Michael Campbell
John Philip Cooney
JON KELLY HENDERSON
JERALD GORDON RUBIN
Charles CHRISTOPHER Gilbert
EMRE OZTUNC
Samuel Nogueras
JESSICA ENGLAND

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