Best financial advisors in Newton Lower Falls, MA

Registered advisers within 25 miles of Newton Lower Falls, MA.

Offices

2,291

Firms

1,154

Combined AUM

$42.1T

Firm-wide filings, not assets booked only here

Clients

3.55M

3,546,400 clients when Item 5C has a number

Avg / client

$11.9M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

2221 Washington St Ste 202
Newton, MA 02451-1417

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2221 Washington St Ste 300
Newton, MA 02462

FAMILY FIDUCIARY SERVICES, INC.

3 NEWTON EXECUTIVE PARK 2223 WASHINGTON ST, #104
NEWTON, MA 02462

CAPTRUST

Two Newton Executive Park 2227 Washington Street, Suite 202
Newton, MA 02462

LPL FINANCIAL LLC

2227 WASHINGTON ST, STE 300 2 NEWTON EXECUTIVE PARK
NEWTON, MA 02462

CAPTRUST

2227 Washington Street
Newton, MA 02462

VALMARK ADVISERS, INC.

2227 Washington Street, Suite 303
Newton, MA 02462

FIDUCIARY WEALTH PARTNERS, LLC

2310 WASHINGTON STREET 3RD FLOOR
NEWTON LOWER FALLS, MA 02462

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2345 Washington St Suite 101
Newton Lower Falls, MA 02462

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2345 Washington Street Suite 101
Newton, MA 02462

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2345 Washington Street Suite 101
Newton, MA 02462

MONADNOCK CAPITAL PARTNERS, LLC

2345 Washington Street
Newton, MA 02462

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2344 Washington St Suite 2
Newton Lower Falls, MA 02462

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2344 Washington Street 2nd Floor
Newton Lower Falls, MA 02462

REVENANT

20 WALNUT STREET SUITE 302
WELLESLEY HILLS, MA 02481

FARTHER

20 Walnut Street Suite 202
Wellesley, MA 02481

INTEGRATED WEALTH CONCEPTS LLC

20 WALNUT STREET SUITE 200
WELLESLEY, MA 02481

AMERIPRISE FINANCIAL SERVICES, LLC

20 Walnut St STE 318
WELLESLEY, MA 02481-2104

KRAEMATON INVESTMENT ADVISORS, INC.

20 WALNUT STREET
WELLESLEY, MA 02481

NEOTENY MANAGEMENT, LLC

15 WALNUT STREET SUITE 150 (C/O EISNER ADVISORY GROUP LLC)
WELLESLEY, MA 02481

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FAMILY FIDUCIARY SERVICES, INC.

LPL FINANCIAL LLC

VALMARK ADVISERS, INC.

FIDUCIARY WEALTH PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MONADNOCK CAPITAL PARTNERS, LLC

INTEGRATED WEALTH CONCEPTS LLC

KRAEMATON INVESTMENT ADVISORS, INC.

NEOTENY MANAGEMENT, LLC

Investors

CATHERINE ANN LYNCH JOHNSON

KELLIE D JACQUES

STEVEN GRARY HELFER

RICHARD ALLAN BAUM

KEITH ALAN WEINSTEIN

JONATHAN DANIEL JACKSON

RICHARD STEARNS ALLES

BRUCE ROBERT BUCK

LAWRENCE GOODALL MILLER

Zachary Maxwell Clifford

MICHAEL ALAN SCHREIBER

Marisa Elise Muldowney

AMY ZELMAN RESNIC

LISA FAITH VAILLANCOURT

JAMIE CHRISTOPHER FREIDHOF

SARAH MARGARET DUNWORTH

SUSAN CAROL KAPLAN

LAWRENCE D KAPLAN

Mikhail Veselov

JOHN DAVID WILLIAMS

Stephen E Bonder

Ralph Frederick Wetmore

Luke V McCullough

DANIEL P GRENIER

JAMES KEEN CORNELL

Forrest Gilbert Chicoine

SAMUEL ALAN GOLDBERG

JASON BERNHARDT THOLANDER

CRAIG LLOYD SLATER

SCOTT RYAN WHEELER

Tyson Mitchell Lashley

RYAN JOHN SCHOTT

CHRISTOPHER MICHAEL SZYMANSKI

Michael John Kulesza

Aaron Michael Buczek

Lars Emil Oymar Petersen

Christine Nilson

WILLIAM KENNETH YANDOW

JUSTIN LEE TURCOTTE

Evan Andrew Mattern

Jonathan Coffin Wolff

George Scott Schutte

Jonathan Coffin Wolff

RYAN ADAM HUARD

SHELDON ROSENBERG

SAMUEL CHASE LOOKNER

GREGORY TODD CLINTON

Within 25 miles of Newton Lower Falls, MA, Best Investors lists 1,154 registered investment advisory firms with 2,291 offices nearby, managing about $42.1T in combined regulatory AUM across 3,546,400 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 Lower Falls

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