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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

COMMONWEALTH FINANCIAL NETWORK
FLAGSHIP WEALTH ADVISORS, LLC.
424 CAPITAL, LLC
OXFORD MARTIN, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ALPHASTAR CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
JOHNSON O'CONNOR WEALTH MANAGEMENT
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SIMPLICITY WEALTH
EQUITABLE ADVISORS, LLC
FAIRSCALE CAPITAL, LLC

Investors

JASON GABRIEL NAVARRO
STEVEN JOSEPH NAVARRO
LAWRENCE R KARLE
LISA Marie RICHARD
SUSAN N. BIG
PAUL V RYAN
SCOTT LOUIS FACCHETTI
RICHARD PAUL JOYAL
DONALD ALDE JOYAL
BARBARA NAN REED
Michael Bergeron
ERIC RYAN MARTIN
THOMAS JOSEPH ROGERS
JOSEPH R D'AMORE
Tatyana Karayeva
LUCAS JON NOBLE
STEPHEN ROBERT SHAW
Tobias McCarthy
John Carmen DeSimone
Amy Madden
Tomas Goncharenko
Samuel Franklin Perry
JANICE VIRGINIA BERNER
BRENDAN D BURKE
STEPHEN EDWARD NAPIER
Michael Dalton
JAMES E ROSE IV
ALEXANDER ALDRICH KRISAK
Stephen Gerard Camarro
MICHAEL CHARLES ENRIGHT
GREGORY WILLIAM MEAHL
Nicholas Cay Hoang
Jacob Andrew Palhares
ROBERT ALAN GURMAN
MICHAEL MATTHEW RYAN
JAMES R CONNORS
JAMES RICHARD CONNORS
SCOT ALAN REYNOLDS
Brady Joseph Rodgers
KEVIN O'BRIEN DOWNES
STEVEN L JOHNSON
MAJA STOJANOVIC
MATTHEW SOLECKI
Amanda E. Marton
PHILIP JOSEPH CAMERLENGO
Stephen James Feron
JOHN THOMAS GARRITY
Steven Gaylen Schnobrich
Noah Gauthier
CHRISTOPHER JONG MANION
ALICIA ANNE DONAHUE
Micheal James Kertyzak
DYLAN THOMAS BAKER
JARED A ROSE
Robert Okumu-McCarron
EDWARD S COTTON
ERIC SERIOJ BAZIL
JEFFREY NORMAN WILLIAMS

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