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Best financial advisors in Marlboro, MA

Registered advisers within 25 miles of Marlboro, MA.

Offices
1,467
Firms
778
Combined AUM
$23.9T
Firm-wide filings, not assets booked only here
Clients
3.36M
3,361,050 clients when Item 5C has a number
Avg / client
$7.10M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROFICIENT WEALTH COUNSELORS, LLC
EQUITY RESOURCE INVESTMENTS, LLC
LPL FINANCIAL LLC
PARAMETRIC HOLDINGS LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
APPIAN WAY ENERGY PARTNERS, LLC
BAUKUNST MANAGEMENT COMPANY, LLC
APPLIED FUNDAMENTAL RESEARCH, LLC
GUIDON GLOBAL LLC
EP WEALTH ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
C. MICHAEL AMIN, LLC
CITIZENS SECURITIES, INC.
NORTHSTAR ASSET MANAGEMENT, INC
STEIN FINANCIAL ADVISORY

Investors

DAVID SCOTT NICHOLSON
GERALD LOFTIN
THOMAS J ELKINS
Peter Derek TenBroeck Jr.
Thomas McHugh
THEODORE H. WAGENKNECHT
BRIAN PATRICK MULVEY
James R Claroni
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
CYRUS AMIN
SHALINI GUGLANI
Reina Alvarez
Darci Cloutier-Ham
Martin Dedvukaj
Andrew John Wood
Lori Lynn Bateman
JAMES FRANCIS VICECONTE
TOWERA VANESSA GONDWE
PHILIP A CRAWFORD
ADAM B GORLYN
GIUSEPPE FERACO
CARL MARTIN OSTERGAARD
MARTHA MURPHY LORD
Jeffrey Cougoule
PAUL W CASEY
JOHN T VALENTINE
REBECCA L BEAR
ANDREW JAMES BAKER
TOM W BURCHELL
Eric Joseph Foley
RUHAN INANOGLU
Brian Riordan
Nicholas Lawrence Campanale
Jennet Mammedova
Mariya Dmytryk
Daniel Luis Jara
Liam Prajapati Patel
John P Gavey
PAUL SILVA
JONATHAN TODD HABIB
Jack Keleshian
Jason Robert Friday
Lawrence Richard Martin
ADAM I KHALIFA
Stephen Andrew Delgado
ADAM TUCKER BOYCE
Christopher Anton Valley
ALEXANDRIA MARIE KIRCHNER
RACHEL ELISABETH MANCINI
ABRAHAM JOSEPH STRUM
MICHAEL D HANS
Daniel Patrick Smyth
Jack Ryan Kastenschmidt
DAVID LEE HUDSON
C Risque Michael Downes
Meghan Howland Forrester
Patrick William Devlin
STACY H BORTLE
Michael Gerald Collins
JEREMIAH DALLAS GALLINGTON
TUYET NHI LAM NGUYEN
LESLIE ELLAYNE CHRISTIAN
JULIE N.W. GOODRIDGE
Tenzing Tashishar
GEORGE DANIEL YOUNG
DENNIS ALFRED FRANSON

Within 25 miles of Marlboro, MA, Best Investors lists 778 registered investment advisory firms with 1,467 offices nearby, managing about $23.9T in combined regulatory AUM across 3,361,050 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 Marlboro

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM