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Best financial advisors in Marshfield, MA

Registered advisers within 25 miles of Marshfield, MA.

Offices
1,048
Firms
622
Combined AUM
$39.4T
Firm-wide filings, not assets booked only here
Clients
3.24M
3,244,969 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
FLAGSHIP HARBOR ADVISORS, LLC
TWIN GRYPHON ADVISORS LLC
MCNAMARA FINANCIAL SERVICES, INC.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.
PARKMOUNT FINANCIAL PARTNERS LLC
TEIXEIRA PARTNERS LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FLOREK FINANCIAL, LLC
FMA WEALTH MANAGEMENT, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
ALL PEAKS CAPITAL

Investors

JOHN M MCLAUGHLIN
BRENTON ALEXANDER PITT
WHITNEY HOWARD FLOREN
DANIEL VINCENT MIELE
GREGORY R FORTIER
MARIA NAQISHBANDI
PATRICK COLLINS
EARLE WILLIAM PITT
SUSAN RUCH BARBER
CHARLES H. KRAHMER
JEREMY MICHAEL DALIDOWITZ
ANDREW J BLANCHARD
SARA GAYLE ENOS
PHILIP STANLEY BARNES
ANTHONY THOMAS NOFI
Nicholas James Banks
MICHAEL J GALVIN
JOHN E WELCH
TIMOTHY CHARLES WITHERS
ERIK N SAARINEN
ALYSSA MCNAMARA REED
JUSTIN JACOBSON MCNAMARA
MICHAEL JOSEPH MCNAMARA
CHRISTOPHER FOWLER FULTON
JOSEPH TARQUINI
THOMAS ALBERT ZAMAGNI
Connor Christian MacIsaac
Andrew Ingeme
PAUL TIMOTHY REIDY
FIDELIO LOPES RODRIGUES
Joseph Francis Boughan
Xinyu Zhuo
MARTIN LEE ROBBINS
ROBERT COADY FLOREK
PAUL DANIEL FURCINITO
JAMES MARC MORRIS
SEAN PATRICK CRAGAN
JAMES ALEXANDER HANSMAN

Within 25 miles of Marshfield, MA, Best Investors lists 622 registered investment advisory firms with 1,048 offices nearby, managing about $39.4T in combined regulatory AUM across 3,244,969 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 Marshfield

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