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Best financial advisors in Marstons Mills, MA

Registered advisers within 25 miles of Marstons Mills, MA.

Offices
157
Firms
73
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,476,606 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BURR & COMPANY, LLC
LPL FINANCIAL LLC
LENK LADNER INVESTMENT SOLUTIONS LLC
CETERA INVESTMENT ADVISERS LLC
WASHINGTON FINANCIAL GROUP, INC.
REVIRESCO INVESTMENT MANAGEMENT LLC
JANNEY MONTGOMERY SCOTT LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WAVERLY ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
CAPTRUST

Investors

ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford
JOHN GERARAD DOHERTY
AMY C DOHERTY
CARIE ANN CARNEY
JOSEPH FRANCIS MCGEE
JOHN BORDEN WILLIAMS
HUMAM KHALIL SIRHAL
LYNNE MARIE CLANCY
JAYNE M SCANLON
ROBERT DUNKLEY
ROBERTA ELIZABETH (RICHARDS) MAUCH
WILLIAM ALBERT MURDOCH
SCOTT PETER BARKER
ALFRED PETER SCHOFIELD
STEPHANIE MK ROLFE
JOHN RAYMOND THOMAS
DEREK MATTHEW GAGE
SEAN CHRISTOPHER KELLY
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER
SCOTT THOMAS MYERS
Lisa Evelyn Bracken
BARRY NATHAN PASTER
Alexander Dolle
Silas John Atsalis
ROBERT RUSSELL BROUTHERS
Matthew Warren Cole
Andrew G Mason
STACY AUSTIN REINHART

Within 25 miles of Marstons Mills, MA, Best Investors lists 73 registered investment advisory firms with 157 offices nearby, managing about $11.6T in combined regulatory AUM across 2,476,606 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 Marstons Mills

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM