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Best financial advisors in No Grafton, MA

Registered advisers within 25 miles of No Grafton, MA.

Offices
674
Firms
292
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,776,692 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
TD PRIVATE CLIENT WEALTH LLC
THE AMERIFLEX GROUP
EQUITABLE ADVISORS, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
CORNERSTONE PLANNING GROUP
CONCORD WEALTH PARTNERS
COMMONWEALTH FINANCIAL NETWORK
FACTOR INVESTING GROUP
THE PATRIOT FINANCIAL GROUP, LLC
SILVER OAK SECURITIES, INCORPORATED
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
YARRINGTON MANAGEMENT COMPANY

Investors

AARON STEPHEN MURPHY
STEVEN RICHARD SANTUCCI
Matthew E Lemire
BRYAN MCDAVITT
ROBERT HUGHES
STACIA PATTON-BOWE
Brian William McDonald
MICHAEL ELIAS HOUSSAN
DAVID RICHARD OJERHOLM
POONAM WALIA
Carol Ann Crowley
Mei Leung Dow
Alexis Katerina Hamada
GREGORY PAUL STAMAS
JULIANNE HERTEL
EDWARD JOSEPH ZYWIEN
Joseph Porter Waitkevich
ADAM ANTHONY WAITKEVICH
MARGARET ANN BENISON
Magdeleine Nheb Guiney
ELLIS NEILSON PFAHL
KEVIN BRUEN MCGRATH
ROBERT NORMAND RICHARD
CHRISTOPHER SMITH
JAMES J MCDERMOTT
Megan R Berkowitz
KRISTINE R SCHOFIELD
CHRISTOPHER MICHAEL HOVEY
JENNIFER RAE TIVNAN
John Costello
BROOKE LYNN FLEMING
JAMES NELSON BALL
STEPHEN JAMES BRADLEY
STEPHEN LESLIE HALL

Within 25 miles of No Grafton, MA, Best Investors lists 292 registered investment advisory firms with 674 offices nearby, managing about $16.5T in combined regulatory AUM across 2,776,692 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 No Grafton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM