Best Investors Account Sign in

Best financial advisors in Needham Jct, MA

Registered advisers within 25 miles of Needham Jct, MA.

Offices
2,229
Firms
1,123
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,733 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

FREEMAN FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FORNESS FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
WATERVILLE INVESTMENT PARTNERS, LLC
TRAUB CAPITAL MANAGEMENT
PINNACLE PENSION CONSULTANTS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ANDERSONLANE
FOCUS PARTNERS WEALTH, LLC
AMA OFFICE SOLUTIONS LLC
GLOBAL RETIREMENT PARTNERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
JOHNSON BRUNETTI

Investors

DAVID ALEXANDER LEVY
Benjamin Morris Levy
Ana G De Pina
Yi Yang
RYAN CHARLES FORNESS
KIMBERLY SOROKO FORNESS
NORMAN ANTHONY FORNESS
PAUL THOMAS SULLIVAN
Jake Ethan Bulian
HEYDON DAVID TRAUB
Agnes Olshansky
CHRISTOPHER AARON GARRISON
GREGORY CLIFFORD LEWIS
RONALD ANDREW YORK
Anush Gyulbudaghyan
Harrison Seitz
Zachary P McBride
SCOTT ANDERSON SWARTZ
CHANEL LOIS GULLAGE
BARRY JON MORGAN
Derek Robinson Thisse
DEBRA KENDALL BREDE
DAVID LAWRENCE HOJLO
CHRISTIAN REYNOLDS PARKER
ROBERT SAMUEL EDMUNDS
MATTHEW KAPETANAKIS
ALEX TREVES
SEAN LEONARD
THOMAS MAURICE CONNELLY
JONATHAN MERWIN PRESTON
MATTHEW AARON CLAYSON
BENJAMIN S TAYLOR
MICHAEL Edward NAUGHTON
JENNIFER ANN KILLILEA
Jakob Hudanish
BRETT RUSSELL SAIDE
PAUL BRIAN DOHERTY
NATHAN LAW
JOHN THOMAS GUNNING
JOHN R. MULLIGAN

Within 25 miles of Needham Jct, MA, Best Investors lists 1,123 registered investment advisory firms with 2,229 offices nearby, managing about $42.1T in combined regulatory AUM across 3,545,733 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 Needham Jct

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