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Best financial advisors in Monroe, MA

Registered advisers within 25 miles of Monroe, MA.

Offices
65
Firms
30
Combined AUM
$5.08T
Firm-wide filings, not assets booked only here
Clients
486K
486,117 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
PRENTISS SMITH & COMPANY, INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MONEY CONCEPTS CAPITAL CORP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PROSPERITEA PLANNING
ORBIS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FINANCIAL TRANSPARENCY

Investors

BRIAN PAUL ASTORINO
GREGORY CHARLES DIETERICH
BRIDGET MARIE BOKUM
PRENTISS RICHARDSON SMITH
GERTRUDE W. SAVILLE
PENELOPE JAYNE KAUFMAN
PRENTISS CHARLES SMITH
Frederick A Brubaker
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
THOMAS HENRY PERREA
Edward Paul Sabelawski
MICHAEL G ZAMBONI
KYLE SMITH
ANTHONY BRUCE CLEMENT
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
Nicole Bardin Gorman
WENDY SUZANNE CONRAD MARSDEN
David Michael Carnevale
Mari Lynn Fries
Samuel Phillip Plotkin
STEVE CHONG YOUNG KIM
Josephine Fitzgerald Leise
Bradley Donald Baker
JEFFREY CLAYTON BAKER
Brandon Barrows McFadden
Corinne McFadden
Amy Watts
Donald Edward Graves
ANGELA BETH STREETER
COREY G PHILLIPS
ALEX J KASTRINAKIS
Amy Catherine Frechette
Joshua Casey Roberts
THOMAS JOSEPH GIARDINA
WILLIAM JAMES BRESETT

Within 25 miles of Monroe, MA, Best Investors lists 30 registered investment advisory firms with 65 offices nearby, managing about $5.08T in combined regulatory AUM across 486,117 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 Monroe

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM