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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
CREATIVE PLANNING
THE PATRIOT FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PLANMEMBER SECURITIES CORPORATION
KESTRA ADVISORY SERVICES, LLC
IBS CAPITAL LLC
BLUEBIRD WEALTH MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
EMA SMA LLC
OLIVER INVESTMENTS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC
BORTOLUSSI WEALTH MANAGEMENT, INC.
SOUND VIEW FINANCIAL ADVISORS

Investors

Sean Patrick Hogan
MATTHEW K ELSENBECK
REBEKAH ANN PENNELL
ERIC GANELES
MICHAEL PAUL GALLI
Jon J Loranger
Sean Frederick Moynihan
DAVID MICHAEL ODONNELL
REBECCA ROSE FROHLICH
JOFFREY ADAM SMITH
MICHAEL E PATTERSON
KYLE PAUL BATEMAN
Theodore Provo
Daniel Charles Miller
DAVID L HENRY
SETH MICHAEL NEBEN
GERALD RAPHAEL DUFAULT
RACHEL ELINOR LAUBER
THOMAS BELL CHILDS
MICHAEL DAVID NEBEN
Kevin McGohan
KEVIN BRUEN MCGRATH
PAUL RICHARD DEARDEN
MICHAEL LUCARELLO
JOHN ANDREW GORDON
Timothy John Moses
Samuel Brand
VIRGIL SALES
Stephen R Vachon
NEIL HENRY GENDREAU
BRIAN JAN SOKOLOWSKI
ANDREW JOHN SOKOL
KEITH PATRICK CORBETT
MICHAEL RYAN DIFIORE
Andrew O'Leary
DAVID ANDREW FOLEY
DAVID JAY MORTON
Nathaniel B Wojcik
Gilbert J Medeiros
STEPHEN MARTIN MCCOURT
MARIA COCLIN
BRUCE SUTHERLAND HULME
Edward George Turnbull
JESSICA AIKEN SCOLA
MISTY LYNN LYNCH
GINA CARIOGGIA SZIGETY

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