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Best financial advisors in Millville, MA

Registered advisers within 25 miles of Millville, MA.

Offices
712
Firms
293
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,211,163 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
NCU INVESTMENT SOLUTIONS
AE WEALTH MANAGEMENT, LLC
DELCAM CAPITAL
GENEOS WEALTH MANAGEMENT, INC.
CB CAPITAL LLC
LPL FINANCIAL LLC
SANTANDER SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
STRATEGIC ADVISERS LLC
OSAIC INSTITUTIONS, INC.

Investors

Benjamin Taylor Vincent
Matthew Richard Bouthillette
David Barry
DAVID ROGER MELLO
Robert Joseph DAmico
ERIC ANTHONY TUNSTALL
STEVEN PETER KUK
ANDREW JARED HARMON
RICHARD EDWARD BERGERON
GREGG CHARLES PARKER
CHRISTOPHER GREG BENOIT
Madhusudan Nambrath Nair
Matthew Sexton
ARMAND GERARD COTE
Michelle Rose Cote
Scott Michael Johnson
JACQUELYN ANN SHERMAN-HERNE
STEPHEN JOHN COFFEY
MELISSA JEAN INDELICATO
THOMAS P KING
JOHNPATRICK SQUILLACE
DANA R HOLMES
MAYANK GORADIA
MATTHEW DYLAN AROESTY
MATTHEW JOHN GREENE
LISA CASH-DOHERTY
PAUL MA
ALISON RACHEL GREEN
KRISANA VOSS
JULIAN MURCIA
PAULA JEAN FARRELL
ALAN J HADAD
SHELLEY Elaine ZICOLELL

Within 25 miles of Millville, MA, Best Investors lists 293 registered investment advisory firms with 712 offices nearby, managing about $15.9T in combined regulatory AUM across 3,211,163 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 Millville

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