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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

WELLS FARGO CLEARING SERVICES, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BRECKINRIDGE CAPITAL ADVISORS INC
ANDERSEN
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
KESTRA ADVISORY SERVICES, LLC
FEDERATED SECURITIES CORP.
WILLIAM BLAIR
CLARO ADVISORS INC.
NORTHEAST INVESTMENT MANAGEMENT INC
TRUIST ADVISORY SERVICES, INC.
BROWN ADVISORY

Investors

STEPHEN FRANCIS SYPEK
LEO ANTHONY ROBINSON
BONNIE FRENCH KELLER
PAULA C. MOGAN
TIMOTHY MICHAEL FORTUNE
CHAD ALFRED BESEGAI
PATRICK A DRONEY
JEFFREY MARC SHERMAN
MICHAEL JOSEPH MURPHY
JAMES WILLIAM YAMEEN
MARK ALEXANDER SOUKUP
JOHN PETER DELMONICO
LINDA MONTOYA MULLEN
CALIXTO PEREZ
MICHAEL DALE DODGE
PETER JAMES COTTER
KEVIN EDWARD BIRCH
GREGORY THOMAS CURRAN
CATHERINE NICHOLS GODFREY
LOUIS GRIMALDI
CHRISTINA E DELGUIDICE
PETER TRYON LANDRY
DAVID JOHN MOGAN
SHANNON DEVERNA MIKUS
ERIN M EARLE
MEGHAN ELLEN WALSH
JASON EDWARD SCHOTT
LAURA E REVASZ
VIA RIVERA
GEORGE HALL
Timothy Francis Mogan
ANDREW JAMES LEBLANC
John Peter Landry
BRITTNEY OBRIEN
KLEJDI META
HENRY G. HUBBELL
PAUL BRIAN TOOMEY
ANTHONY VITO DEMARCO
CRISTEN TARA MOORE
GREGORI ALEXANDRE VOLOKHINE
CATHERINE DERBY BURGESS
JAMIE CONNELLY
Dylan Craig Tirrell
PATRICK KELLEY
MICHAEL DAVID FIELDING
LOUIS S DONATO
BARRY THOMAS ONEIL
RHONDA MARIE CUNNEEN
IAN T MACNEILL
JONATHAN BRUMMER
NATHANIA WALSH
GARY ALAN RUBIN
Jeffery Carson
JOSEPH MARK HUBBELL
Ryan Patrick Birch
JENNIFER LYNN GARVER
CORY SCOTT KERZNAR
ALFRED ERWIN BRAUN
BRIAN CROCKER
TIMOTHY SCOTT OSTRANDER
DAVID JAMES KAMINSKI
Donal Tiarnan ORourke
Chloe Rose Green
William H Jordan
Fredy Molfino de la Jara
Hannah Gloria Aronowitz
Colin James Giombetti
Abigail R Gonzalez
MARK ALLYN POPELESKI
KEVIN T SMITH
ALEXANDER W SCHEIER
KAELYN MARIELLE MARSANO
ANTHONY JOSEPH BEVILACQUA
BRIDGET MARIE HOLBROOK
Brendan C Gaffney
BROOKE ELIZABETH GORDON
JENNAH SANTIAGO
LAURA ELIZABETH MCHUGO
Alison Rose Boudreau
Sydney R Gellerman
Olivia Danielle Anastasy
SEAN MURPHY
Eric Bryan Haase
Khurram Gillani
MITCHEL JOSEPH SYP
JEFFREY MICHAEL GLENN
ABIGAIL DEVINE INGALLS
JAMES LAWRENCE SPIDLE
ARIANA MARIE POLK
PETER BRECKINRIDGE COFFIN
JEREMY PAUL JENKINS
BENJAMIN SHEPARD CLOUGH
Mollie Caputo
TIMOTHY MICHAEL MCCANN
NICOLA TA WALTER
JOHN L HAGE
Thomas Bussone
MICHAEL JOHN REISER
RIA M HART
GEORGE MAKRYS
JAMES MICHAEL EGAN
VARUN THOMAS JOHN
KATHERINE K SHERIDAN
JOSEPH MICHAEL MAZZA
SAILING DAVID ADLER
DAVID LOUIS BARKER
WILLIAM TRYON JENNINGS
Kyle Scott Alvarez
CAROL ANN BALL
JENNY MARIE FOLEY
MARY ELISE FLANIGAN
Juli Hofmockel Rahill
JEREMY A TAYLOR
BRIAN ROBERT WILLER
VLADIMIR GUERRIER
REBECCA HUTTON VAUTOUR
Marco Larocque
BRADLEY MICHAEL COHEN
Trey Owen
Shaun Paul Hamilton
Logan N Ryan
Jake Alexander Amell
JOHN-LUKE DAMICO
NICHOLAS EDWARD NOWAK
JENNIFER COLLIER STREET
JAMES WILLIAM ABBOTT
MICHAEL JOHN KURKULONIS
WILLIAM HERON
DANA CHRISTIAN ROWEN
RYAN SCOTT BELANGER
PAUL M LITCHFIELD
BRANDON FINK
BRADEN FARLEY OSTEN
Jared Joseph Gagne
PATRICK ALFRED MCNAMARA
Luke Matthew Harder
MICHAEL JOHN COONEY
JORDAN MEURRIER PEDRON
MICHAEL EDWARD MULLIN
NANCY MARIE MULLIGAN
James W Murphy
JOHN FRANK FRANCINI
STEVEN JOSEPH DECHIARIO
DANIEL COSTA
Hal Paul Newman
CHRISTOPHER C HOLCOMBE

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