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Best financial advisors in Norfolk, MA

Registered advisers within 25 miles of Norfolk, MA.

Offices
2,083
Firms
1,088
Combined AUM
$41.4T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,528,078 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

GONDOLIN CAPITAL, LP
COMMONWEALTH FINANCIAL NETWORK
SULLIVAN RETIREMENT RESOURCES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
10TALENTS INVESTORS, LLC
PFS INVESTMENTS INC.
EDWARD JONES
RICHARDSON FINANCIAL SERVICES
TITANIUM ADVISORS, LLC
LPL FINANCIAL LLC
MOK FINANCIAL PLANNING & TAX, INC.
INTEGRATED WEALTH CONCEPTS LLC
THE PLAYER'S LEGACY VENTURES, LLC.
BYRNE FINANCIAL FREEDOM, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC

Investors

Brian E Hertzberg
RICHARD EJNAR HERTZBERG
DANIEL JOSEPH SULLIVAN
PIETER WILLEM VANVREDENBURCH
MARK LEHOULLIER
MICHAEL STEPHEN CONSTANTINE
WILLIAM WARE DITTRICH
THOMAS HENRY CARLOW
Andrew Ware Dittrich
MARK DITTRICH
MARYBETH HIPSON STANTON
Janet H. Frye
ELISA M CHAN
CHRISTIAN WILLIAM SCHNEIDER
DANIEL F GIRARD
DANIEL PAUL DEFEO
Kevin Lee Johnson
STEVEN MICHAEL RICHARDSON
BRIAN HOWARD MAXFIELD
EDWARD MICHAEL PITTS
Caleb Smith
Christopher Antolini
KEVIN ALLEN AUERR
LOUIS Leon KLINE
KEVIN LEE NULTON
STEVEN FRED PARKINSON
Christopher A Peterson
MICHAEL JOSEPH O'KEEFFE
TIMOTHY ANDREW DEMERITT
JOSEPH GERARD BYRNE
Christopher Raymond Byrne
Ryan James McCormick
JASON SCOTT WEISS
JAMES GARY WALSH
RYAN RICHARD HAZEL
Jacob Scott Larson
CHRISTOPHER STEPHEN STARK
James Matthew Shea
PETER JAMES DURFEE
LISA ELLEN EILERS
LEE ANN FATALO
PAUL MARTIN DERBYSHIRE
Hayden J Curley

Within 25 miles of Norfolk, MA, Best Investors lists 1,088 registered investment advisory firms with 2,083 offices nearby, managing about $41.4T in combined regulatory AUM across 3,528,078 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 Norfolk

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