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Best financial advisors in Millbury, MA

Registered advisers within 25 miles of Millbury, MA.

Offices
375
Firms
156
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,732,980 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOYD FINANCIAL STRATEGIES, INC.
CONCORD WEALTH PARTNERS
CORNERSTONE PLANNING GROUP
WELLS FARGO CLEARING SERVICES, LLC

Investors

Tyler Smith
JOSEPH DANIEL MURPHY
DANIEL F GIRARD
ROBERT HUGHES
STACIA PATTON-BOWE
Thomas Patrick Clinton
Paul Henry Couture
Thomas Charles Brennan
PAUL CHRISTOPHER VERDERESE
Mei Leung Dow
Alexis Katerina Hamada
Jack Pearson Boyd
PETER ANDREW BOYD
SUNSHINE LEE MARSH
JAMES JOHN IOZZO
SEASON J MONDINO
Katharina Jennings
Brady Dow
ASHLEY KIM SPARHAWK KRINER
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
EDWARD JOSEPH ZYWIEN
Joseph Porter Waitkevich
ADAM ANTHONY WAITKEVICH
PETER FRANCIS CARDOZA
JULIANNE HERTEL
CHRISTIAN GRUNDEL
JOHN SCOTT PIMENTAL
BRIAN KEITH CARROLL
JOHN RICHARD LAMONTAGNE
MONIQUE MARIE D'AUTEUIL
JENNIFER AITES GUADIZ
PETER BRUCE LURIER
ALEX M SULLIVAN
JASON W CAMUTI
JEREMY TAYLOR LURIER
DAVID Z LI
SALVATORE GIACALONE
JOHN MICHAEL DICONZA
CAROLYN MARGARET MCIVER
BRIAN HENRY WATERS

Within 25 miles of Millbury, MA, Best Investors lists 156 registered investment advisory firms with 375 offices nearby, managing about $12.2T in combined regulatory AUM across 2,732,980 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 Millbury

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM