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Best financial advisors in Newton Hlds, MA

Registered advisers within 25 miles of Newton Hlds, MA.

Offices
2,289
Firms
1,156
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,407 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

PARAGON FINANCIAL ADVISORS
TECTONIC VENTURES MANAGEMENT, LLC
FABCO INVESTMENT ADVISORS, LLC
PHILIP J. SAGAN FINANCIAL CONSULTING, INC.
WELLESLEY HILLS CAPITAL
VANDERBILT ADVISORY SERVICES
THURSTON HALL INVESTMENT RESEARCH, LLC
INTEGRATED WEALTH CONCEPTS LLC
THE SHER WEALTH MANAGEMENT GROUP
ROSEN INVESTMENT MANAGEMENT LLC
TOMASETTI INVESTMENT GROUP, LLC
SW PRIVATE WEALTH, LLC
COMMONWEALTH FINANCIAL NETWORK
FIRST NEEDHAM INVESTMENTS, INC.
LPL FINANCIAL LLC

Investors

DANA JEAN LEVIT
FERMO A BIANCHI
Adam Todd Hark
SCOTT A KADISH
SID CHAUDHRY
ALLISON GOLDEN GAINES
PHILIP JONATHAN SHER
SHARLENE RABSON WOLF
DAVID EMMANUEL ROSEN
DAVID FRANCIS TOMASETTI
ANNETTE SUN
MARK J. MCGAUNN
ELIZABETH A MARA
ROBERT JULIAN RICE
JOSHUA MICHAEL BENET
LINDSY VICTORIA OWENS
OLIVER COLEMAN SCHOLLE
Oliver Scholle
RICHARD JIMMIE ALLRED
CYNTHIA PACKARD
Dustin Cidorowich
John Paul Stevens
NATHANIEL JAY TILTON
BRUCE CHARLES LEVINE
ANGELO FRANK ANELLO
SUZANNE SAVILLE
KENNETH P GARON

Within 25 miles of Newton Hlds, MA, Best Investors lists 1,156 registered investment advisory firms with 2,289 offices nearby, managing about $42.1T in combined regulatory AUM across 3,546,407 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 Newton Hlds

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