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Best financial advisors in Newbury, MA

Registered advisers within 25 miles of Newbury, MA.

Offices
731
Firms
290
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,133,996 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITY SERVICES, INC.
LPL FINANCIAL LLC
EP WEALTH ADVISORS
COMMONWEALTH FINANCIAL NETWORK
NEWEDGE ADVISORS
ACCESS FINANCIAL PLANNING, LLC
FLAGSHIP HARBOR ADVISORS, LLC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
TAX & INVESTMENT ADVISORS
BEACON POINTE ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC

Investors

JASON MICHAEL JEFFERS
RYAN JAMES SMITH
Dylan M Burling
MICHAEL JOHN MURPHY
PAUL M ACCARDI
ZACHARY Steven GOLUB
ZACHARY MILES LONGLEY
STEPHEN DALE MCFEELY
CHARLES MALCOLM JOHNSON
THOMAS G. DWYER
SHEILA BRAND STEHLIN
TODD A EHRENBERG
JOHN GILDERSLEEVE MEAKIN
Evan Arnold
PATRICK MICHAEL FULLER
BETH ANN CASTANTINI
STEPHEN P BLANCHETTE
ALLISON V DELENA
TIMOTHY VAN KLEECK HELMAN
REBECCA JANE SCHRUMM
MICHAEL THOMAS HOUGHTON
PATRICIA ELLEN ROSEN
SCOTT DAVID NELSON
NATHANIEL JAY TILTON
STEPHEN MICHAEL LEAVITT
KAREN GODWIN GODDARD
PAUL MICHAEL GAMES
ALAN LEE SILVERMAN
GREGORY HARRIS SILVERMAN
ROBERT ANGUS GUY
WILLIAM M ELWELL
LOUIS CARL BONASERA
Lillian Kathryn Eason
Ryan Nelson
JONATHAN T AYRES
JONATHAN LEWIS AYRES
COREY ALAN SCRUPPS
CARL MALMROSE HANSON

Within 25 miles of Newbury, MA, Best Investors lists 290 registered investment advisory firms with 731 offices nearby, managing about $15.3T in combined regulatory AUM across 3,133,996 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 Newbury

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