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Best financial advisors in Needham, MA

Registered advisers within 25 miles of Needham, MA.

Offices
2,268
Firms
1,138
Combined AUM
$44.5T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,897 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

JOHNSON BRUNETTI
FOCUS PARTNERS WEALTH, LLC
BEAUMONT FINANCIAL PARTNERS
COMMONWEALTH FINANCIAL NETWORK
F L PUTNAM INVESTMENT MANAGEMENT CO.
GOODMAN ADVISORY GROUP, LLC
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
M HOLDINGS SECURITIES, INC.
ARMSTRONG ADVISORY GROUP INC.
M3 ADVISORY GROUP, LLC
EMPIRICAL ASSET MANAGEMENT, LLC
BREAKWATER FINANCIAL, LLC
WORLDLY PARTNERS MANAGEMENT, LLC
METHOD ADVISORS, LLC

Investors

Michael Connor Gurney
DARREN MICHAEL NORTON
Matteo Caccia
Peter James Garrigan
MATTHEW GEORGE VALENTINE
LORI BALARDINI DEANE
William E Montague
Parker Stephen Walsh
DANIEL SUGAMELI
DANIEL RICHARD GARRON
BRIAN DONALD CORCORAN
THOMAS JOSEPH CAHILL
ROBERT J DEPASCALE
DANIEL BRAM JACOB
BRANDON GUY BEAUVAIS
OWEN GILMORE
GAVIN KINGSLEY DAVIS
Cheryl Anne Fortier
John Arthur Cahill
CHARLES MICHAEL GARABEDIAN
PETER MICHAEL GIRARD
JOHN FORBES BARBER
PHILIP JULIEN DUBUQUE
PATRICK JOSEPH HINTON
COLEY BRENNAN ODONNELL
AZADEH WARD
Jack Heintzelman
GRACE SUN
Drew Joseph Inglesi
Carter Scheetz
Brian Franford
WILLIAM MICHAEL O'BRIEN
STEVEN NATHANIEL VIOLIN
ANDREW BO WETZEL
James Andrew Waggett
COREY BRIAN POMERLEAU
Jennifer Lauren Rosenbaum
ELLEN KATHERINE HAZEN
JULIA YVONNE VANZLER
LAURIE ANNE FAILLE
CAROLYN STEWART MACEDO
STEVEN MARTIN GOODMAN
DEBORAH NICOLE GOODMAN
JOSEPH PAUL ROFINO
ROSALIE CRYAN
BRAD EDWARD BARTHELEMY
BERNARD JOHN LYNCH
SANGITA JOSHI ROUSSEAU
JENNIFER F SHEPLEY
MARTIN FARRELL LOWENTHAL
MARK LESLIE POITRAS
DOUGLAS ROBERT REISS
MARSHALL J DODGE
Yina Bae
MICHAEL SHTIFTER
ALEX BURNS
JAKE MICHAEL ROZHANSKY
Christopher Wilson Mackey
Fredric Dana Kaplan
JOHN WALES REEDER
RICHARD A BELOFSKY
RICHARD PARMELE PAINE
NANCY P GARRISON
THOMAS JAMES HARMON
EVAN MITCHEL BANKS
JONATHAN F SULLIVAN
GRACIO A GARCIA
DAVID PAUL MERCADANTE
MICHEL R SCHEINMANN
ZVI SHTIFTER
MICHAEL D HERTZ
PETER C LEDDY
JAMES A BRICKER
DONALD H GOTTFRIED
STEVEN MISDEA
NICHOLAS M PETERS
ROBERT H FURLONG
BRIAN PATRICK MCGRATH
BRAD R CHAMPION
RICHARD ALAN HOWELL
YOON-HI KING
ANDREW ALTENBACH
DYLAN BRADLEY GROCER
JONATHAN BARNETT
JENNY Sabina HALLSTROM
Shane Coen
Spencer Thomas Plassman
Nathan James Sullivan
Jason Rollins
MICHAEL L ELCOCK
BARRY D ZIMMERMAN
GERARD BRICE FRAWLEY
BORIS LOKSHIN
YAN JOSEPH KATZ
WILLIAM E O MALLEY
LEIGH ALAN MCCLOSKEY
SAMUEL AUGUST BOHMILLER
RYAN P COBURN
Sara Jane Letourneau
RYAN CAMPBELL
AMY S LAMPERT
RICHARD L POITRAS
KENNETH E DAVIS
VINCENT JAMES SACCONE
KEVIN S SCHNEIDER
GARY JOSEPH PETERS
Lydia Asaf
ANDREW SCOTT KEHOE
SETH MEDALIE
Matthew Grabowski
Stephen Bennie
Samantha Jo Wineke
THOMAS JOHN LICCIARDELLO
GREGORY JOHN MCLAUGHLIN
PETER AARON SECHOKA
KEVIN GARRETT HILL
ANTHONY RALPH DI CHIARA
JULIE ANNE PATTERSON-D'ANGELO
MICHAEL PAUL FORNAL
JULIE L DONARUMA
MAX MORGOVSKY
MARK CHRISTOPHER SULLIVAN
GEORGE ANDREW BERNET
ADAM M SACHS
KEVIN JOHN KOGUT
ADAM PETER MARINO
ERICA LYNN MELLONE
ROBERT C BASIRI
BRITTANY MARIE RUSSELL-PORTER
AIDAN ROGERS MURPHY
PATRICIA MARIE CURRAN
GREGORY R FORTIER
Scott cicerone
Gregory M OConnell
MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley
Cash Patterson Armstrong
CHARLES ZODDA
PAUL MICHAEL LANE
MICHAEL SARGENT ARMSTRONG
MARK STUART SCHAFFER
Chiquita Rice
MARK WILLIAM SCIONTI
JOHN DANIEL JEFFRIES
Jake Anthony Gigliotti
Joseph Rozzi
DANIEL ABRAHAM RINGER

Within 25 miles of Needham, MA, Best Investors lists 1,138 registered investment advisory firms with 2,268 offices nearby, managing about $44.5T in combined regulatory AUM across 3,545,897 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

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

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 6 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 7 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 8 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM