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Best financial advisors in North Oxford, MA

Registered advisers within 25 miles of North Oxford, MA.

Offices
256
Firms
101
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
1.78M
1,775,836 clients when Item 5C has a number
Avg / client
$6.65M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOYD FINANCIAL STRATEGIES, INC.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MWA FINANCIAL SERVICES INC.

Investors

JOSEPH JOHN SZELA
JOHN ARTHUR OLSON
Dennis Antonopoulos
Jamie DeCaire
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
Brady Dow
ASHLEY KIM SPARHAWK KRINER
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
Francis Randall
Thomas Charles Brennan
PAUL CHRISTOPHER VERDERESE
Cara Holland
Kartik Trivedi
SEASON J MONDINO
Katharina Jennings
Jack Pearson Boyd
PETER ANDREW BOYD
SUNSHINE LEE MARSH
JAMES JOHN IOZZO
DENISE MEDAGLIA
Tyler Smith
ROBERT HUGHES
STACIA PATTON-BOWE
DANIEL F GIRARD
JOSEPH DANIEL MURPHY
JAMES MICHAEL THOMPSON
Thomas Patrick Clinton
Paul Henry Couture

Within 25 miles of North Oxford, MA, Best Investors lists 101 registered investment advisory firms with 256 offices nearby, managing about $11.8T in combined regulatory AUM across 1,775,836 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 Oxford

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM