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Best financial advisors in North Quincy, MA

Registered advisers within 25 miles of North Quincy, MA.

Offices
2,146
Firms
1,125
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,963 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

DIVERSIFY ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
COMPASS CAPITAL CORPORATION
RHOTOPIA FINANCIAL ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
SANTANDER SECURITIES LLC
HARVEST CAPITAL MANAGEMENT, LLC
CRESTWOOD ADVISORS
55IP
CAPTRUST
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Investors

KEVIN PATRICK O'SULLIVAN
THOMAS HANLEY
Peisan Lin
SEAN JOSEPH OBRIEN
JIANGUO WANG
Hui Z YU
RAYMOND JOSEPH LAZCANO
PHILIP BART BONCALDO
NORA A RHO
CHRISTOPHER JAMES SEELEY
Katherine Marissa Arcaro
Fadi W Khoury
Connor Mahoney
JOHN JOSEPH ALESSI
Riley Michael Flanagan
BRIAN FRANCIS SMITH
Phillip Peter Parziale
JOHN JOSEPH FOLEY
ALEXANDER STEPHEN LAPOINTE
William Frederick Spencer
Paul Louis Gaudio
Alexander Joseph Matuschak
ROBERT GILMORE IX
MICHAEL ARTHUR ECKTON
JOHN REID INGRAM
ALYSON LYNN NICKSE
LEIGH BREITMAN HURD
AARON MICAH BELTRAMI
GREGORY Francis MCSWEENEY
PAIGE MARTIN EARLS
HILLARY ROSE URBANCIC
KAYLA CHRISTINE Hammen
LUKE BENJAMIN NEUMANN
Ryan Ward Stanick
James Michael Doogan
ALEXANDER DOBECKI
Logan Ribeiro
Hilary NMN Champagne
Alex D Sternberg
Elizabeth Laws
JOHN WARD MORRIS
RYAN GERARD KENNY
LEAH RACHEL SCIABARRASI
PETER THURSTON MALONE
Brandon Lozier
MADISON NICOLE MCNAMARA
Madison McAuliffe
PETER R MAKO
ALEXANDRA MICHELLE BLAKE
JASON DAVID HENDRICKS
TIFFANY VIVIAN SO
Sarah Beth Kanwal
Aidan Christopher Reed
CHRISTOPHER FRANCIS MAHONEY
Shawn Dunn
JENNIFER E STEVENS
Joshua Torrey Hohlfelder
Christopher Michael Labbe
Maria Avgoustis
Lawrence Charles John Manning
JOHN FRANCIS BUCKLEY
LAUREN CLAIRE LAMBERT
GARY P. SAVAGE
John Henry Peterson
BENJAMIN GEORGE GOLDMAN
REBECCA RENEE POULIOT
DAVID E HERLIHY
KATHALEEN MARIE CARROLL-COELHO
Teresa Marie Samperi
Christopher David Madden
Christopher P Hopkins
Thomas M Keane
Logan Anthony Delmonico
Austin Ingraham Pinard
Boola Said Sourial
ROBERT CHARLES AUDITORE
MICHAEL STEPHEN PRATICO
MICHAEL PATRICK VOLO
MICHAEL JAMES VOGELZANG
NICOLE BERNADETTE BARGAS
JENNIFER CATHERINE BARKER
Keith Faulkner
JAMES MICHAEL SUPPELSA
Kristen Everett Stewart
Miranda Claire Stefan
Eric Scott Lipa
ERIC RAYMOND EATON
JAMES WALTER GAUL
Andrea Dawn Mackey
EDWARD MICHAEL MULRANE
DOUGLAS ANDREW RILEY
DAVID ANDREW HANNA

Within 25 miles of North Quincy, MA, Best Investors lists 1,125 registered investment advisory firms with 2,146 offices nearby, managing about $42.0T in combined regulatory AUM across 3,546,963 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 Quincy

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