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Best financial advisors in Middleborough, MA

Registered advisers within 25 miles of Middleborough, MA.

Offices
432
Firms
164
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,773,806 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
SAVIOR WEALTH
BANKERS LIFE ADVISORY SERVICES, INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
BOSTON INVESTMENT TRUST MANAGEMENT, INC.
JCM FUND MANAGER, LLC
FLAGSHIP WEALTH ADVISORS, LLC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC

Investors

BRETT STEPHEN PERONI
KALLIE ROSENBACH
DAVID ARMOND BRIDGWOOD
MATTHEW MORGAN BRUCE
Rhonda Bernier
LORI H MONCADA
Albert Check Yin Mui
Benjamin Holloway
GUY ANTHONY TOMASE
CHRISTOPHER JOHN CIVALE
EDWARD GRAHAM MARSHALL
MATTHEW PETER RILEY
John Maxwell McGrath
Michael P. Klein
ELIZABETH K SOUZA
ROSS ANTONIO DELUCA
PATRICK O'SHEA DRISCOLL
DAVID PAUL KOPACK
Christopher John Maynard
STEPHEN MICHAEL STABILE
Philip Lennox
PATRICIA HOPE REGAN
Joseph Paul Chalifoux
Daniel Francis Cosgrove
ROBERT HENRY GLEASON
RUSSELL TODD SADLER
TERRY WILLIAM GRIFFITH

Within 25 miles of Middleborough, MA, Best Investors lists 164 registered investment advisory firms with 432 offices nearby, managing about $15.3T in combined regulatory AUM across 2,773,806 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 Middleborough

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