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Best financial advisors in Milton, MA

Registered advisers within 25 miles of Milton, MA.

Offices
2,195
Firms
1,130
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,359 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

PGIM INVESTMENTS LLC
NEXT LEVEL PRIVATE LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
SANTANDER SECURITIES LLC
DREAMFIELD PLANNING GROUP, LLC
RHOTOPIA FINANCIAL ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
LEGACY INVESTMENT ADVISORS INC.
CAPACUITY LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL RETIREMENT PARTNERS LLC

Investors

BRENDAN MICHAEL GILL
WILLIAM Joseph SULLIVAN
Sean P. Henry
PYE LWI MOIIZ
Phillip Peter Parziale
JOHN JOSEPH ALESSI
Connor Mahoney
MATTHEW RICHARD HODGES
NORA A RHO
CHRISTOPHER JAMES SEELEY
Katherine Marissa Arcaro
Fadi W Khoury
LAURA J BRADEEN
Jonathan Daniel Bowen
PAUL JAMES MCGOVERN
JOHN PAUL THEOPHILOS
Brendan OSullivan
BRIAN WILLIAM OSULLIVAN
CHRISTOPHER ROBERT KRISTIAN
Scott John Seibel
MICHAEL EDWARD DEVLIN
Ryan McIntyre
Michael G McIntyre
MICHAEL THOMAS SILK
CRAIG THOMAS CHRISTO

Within 25 miles of Milton, MA, Best Investors lists 1,130 registered investment advisory firms with 2,195 offices nearby, managing about $42.0T in combined regulatory AUM across 3,545,359 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 Milton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM