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Best financial advisors in Merrimac, MA

Registered advisers within 25 miles of Merrimac, MA.

Offices
742
Firms
286
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,810,790 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COHEN INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
BRIGHTREE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
BEATON MANAGEMENT CO INC
CITIZENS SECURITIES, INC.
OSAIC INSTITUTIONS, INC.

Investors

Amanda Katherine Schell
Tucker Perry Schell
Todd Scot Schell
Brian Michael Sullivan
JAMES N PERRY
CARL MALMROSE HANSON
Hadrick Alexis Green
Lindsey Belo
Preston Carbone
DANIELLE SHIRLEYANN HOLMES
John Roland MacDonald
William Cushing
DAVID ANDREW BLAKE
Nicolas L Cunha
HOLLIE ANN DONOVAN
CURT MARTENS
Paul Louis Tiernan
LAWRENCE ANTHONY FARETTA
SAMUEL FRANCIS GRANT
ERIC RICHARD MAJKA
Joseph Robert Perusse
Brian Allan Magoon
Matthew Magoon
Tracy Lee St Onge
James Paul Rubera
REGINA MOREIRA
AUSTEN DENSMORE

Within 25 miles of Merrimac, MA, Best Investors lists 286 registered investment advisory firms with 742 offices nearby, managing about $15.2T in combined regulatory AUM across 2,810,790 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 Merrimac

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 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