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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

AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
FINANCIAL FOCUS ASSET MANAGEMENT,INC.
FIRST DUE FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
PIZARRO ADVISORS
1620 INVESTMENT ADVISORS, INC.
SIMPLICITY WEALTH
THE AMERIFLEX GROUP
EDWARD JONES
BRISTOL WEALTH GROUP

Investors

LISA ELLEN EILERS
GEORGE WOERDEMAN
BARRY SCOTT WYMAN
BRUNO M CUNHA
DANIEL PAUL MCCABE
Brian Mullen
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
DAVID SMYTHE WHITING
LEO FRANCIS LEYDON
Andrew Thomas McAlarney
JEROME SULLIVAN
Abel Pizarro
TODD ADAMS JOHNSTON
KYLE ANTHONY JOHNSTON
WILLIAM DUNCAN BENJES
SUSAN MARY ROURKE
THOMAS NOEL FADDEN
SARA DANIELLE Kappos
DANIEL ROMAINE
William Arthur DePaul
DEAN ROGER LARABEE
MELYNA KAILEE YOUNG
CONNOR JAMES RUSS
DEVIN C. RUSS
LOUIS MICHAEL RICCIARDI

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