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Best financial advisors in North Easton, MA

Registered advisers within 25 miles of North Easton, MA.

Offices
1,989
Firms
1,061
Combined AUM
$41.3T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,522,484 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
CONCURRENT INVESTMENT ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
TWIN OAK ETF COMPANY
HUNTWICK CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
LIDO
CAMBRIDGE TRUSTEE ADVISORS INC
BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
CAPTRUST
VALMARK ADVISERS, INC.
FAMILY FIDUCIARY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

PAUL MICHAEL ROTELL
IRA GENE RAPAPORT
James Paul Karamourtopoulos
TIMOTHY WILLIAM DEMPSEY
MELISSA GRIFFIN BOCCACI
JEREMY SETH SANDLER
SARA BETH SHORES
CAITLIN SHELAGH POLSON
SARAH JANE LEWIS
Kelly Joan Saffery
Nicholas Robert Distefano
THOMAS ALLEN PELLEY
JOHN ROBERT HEATWOLE
Meaghan Leigh Harper
AMANDA JOY WILLEY
Gina Marie Palumbo
Christine Elaine Rauser
MITCHEL PAUL JOHNSON
Sharon R Schoffmann
Lennox Donlon
Ryan Ray Miller
Lindsey Johnson
Joseph Robert Gonthier
RICHARD RAY MILLER
Colton Patrick Destrampe
Amy C Hessel
BRUCE SUMNER COUGHLIN
DAVID SAUL NATHANSON
STEPHEN JOSEPH HOLLINGSWORTH
PAUL CHARLES HILL JR
JONATHAN ROBERT STEARNS
DANIEL ROBERT WALLACH
JOSEPH CHRISTOPHER WALSH
ELIZABETH RINDER
THOMAS GEORGE POWERS
William Ryan Dixon
Brendan Logan
BEN JEFFREY HAMBLEN
William D Leathers
DANIEL PHILLIPS KRAFT
BRUCE D KAUFMAN
Zachary Maxwell Clifford
MICHAEL ALAN SCHREIBER
COREY S STEIN
Marisa Elise Muldowney
AMY ZELMAN RESNIC
SCOTT KORN
LISA FAITH VAILLANCOURT
JAMIE CHRISTOPHER FREIDHOF
ANN S DECAPRIO
SARAH MARGARET DUNWORTH
SUSAN CAROL KAPLAN
LAWRENCE D KAPLAN
Samuel Trumps
Mikhail Veselov
JOHN DAVID WILLIAMS
LAWRENCE GOODALL MILLER
CATHERINE ANN LYNCH JOHNSON
KELLIE D JACQUES
James Owens
JOHN T LEAHY
Dabney Baum
STEVEN GRARY HELFER
RICHARD ALLAN BAUM
KEITH ALAN WEINSTEIN
JONATHAN DANIEL JACKSON
Nicole Reilly
RICHARD STEARNS ALLES
BRUCE ROBERT BUCK
Brian Lannigan

Within 25 miles of North Easton, MA, Best Investors lists 1,061 registered investment advisory firms with 1,989 offices nearby, managing about $41.3T in combined regulatory AUM across 3,522,484 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 North Easton

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