Best Investors Account Sign in

Best financial advisors in New Bedford, MA

Registered advisers within 25 miles of New Bedford, MA.

Offices
199
Firms
91
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,592,470 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OSAIC WEALTH, INC.
BARRY INVESTMENT ADVISORS, LLC
YANKEE INVESTOR, LLC
PFS INVESTMENTS INC.
INTEGRATED WEALTH CONCEPTS LLC
SANTANDER SECURITIES LLC
J.P. MORGAN SECURITIES LLC
CCM INVESTMENT MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
SOWELL MANAGEMENT
AE WEALTH MANAGEMENT, LLC

Investors

PAUL NICHOLAS PETRONELLI
PAULA MARIE TAVARES
William BARRY Vincente
James Edward Miles
TREY HAROLD WHALLEY
WHITNEY Erin HOLLAND
ELIZABETH MCGRATH GARVEY
PATRICK JOHN BARRY
Andrew Joseph Straus
KATHY ANN ALVES
BETHANY LYNN PARKER
Tyler Cedric Craig
JOSEPH MICHAEL BARRY
ROBERT B SULLIVAN
JASON WALTER HAWKES
DIANE DIBLASI
JOSEPH MICHAEL FORD
LISA KINGMAN FORNESS
CHRISTIE MAROTTA
ROSA JARDIM
NELSON LIMA LINHARES
Kevin Louis Albano
Angelo Q Gordon
Andrew Richard Sylvia
CHAD CLAYTON MELLO
DENNIS ROUKE
Kelly M Cooper
SCOTTY SANTOS PIRES
Connor Thomas Brien-Berks
Sherri Lynn Curria
JON BUNDE SKOV
RANDI LAURA GIBBONS
NICHOLAS MICHAEL DADDONA
Sarah Jessica Doolan
TRAVIS JAMES SOUSA
Jackson Wellman
Shilah Ashley Tate
PETER CHARLES LANTZ

Within 25 miles of New Bedford, MA, Best Investors lists 91 registered investment advisory firms with 199 offices nearby, managing about $12.5T in combined regulatory AUM across 2,592,470 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 New Bedford

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM