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Best financial advisors in Methuen, MA

Registered advisers within 25 miles of Methuen, MA.

Offices
967
Firms
354
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,174,493 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
LCW PLANNING AND INVESTMENTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
BRADFORD FINANCIAL SERVICES CORP
ONESEVEN
CONNOLLY FINANCIAL ADVISORS, INC.

Investors

JOHN LEWIS SHAFFER
JOSEPH CACI
TREVOR HARRIS
LINDSAY PAUL SMITH
BYRON DANIEL SPINNEY
KAUSHIKKUMAR PATEL
JON PHILLIP HARRISON
JAMES FARNHAM
MATTHEW NARDONE
CAITLIN MARY KAHABKA
Mark Chmiel
MARK JOSEPH ALAIMO
CLINTON HYLAND
ROBERT BYRON TRUDO
ROBERT ANDREW CERNIGLIA
Tyler David Lavoie
Patrick James Hammond
AMANDA JANE ETHERIDGE
MICHAEL FRANCIS ANTOSCA
RAFAEL BRITO
HARALAMBOS IGNATIOS KITSOS
Christopher W. Bryant
Heather Lee Hersey

Within 25 miles of Methuen, MA, Best Investors lists 354 registered investment advisory firms with 967 offices nearby, managing about $15.1T in combined regulatory AUM across 3,174,493 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 Methuen

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