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Best financial advisors in North Sudbury, MA

Registered advisers within 25 miles of North Sudbury, MA.

Offices
2,122
Firms
1,093
Combined AUM
$41.5T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,534,395 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

TWELVE POINTS WEALTH MANAGEMENT
NEWEDGE ADVISORS
OKEMO CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ASSET STRATEGY ADVISORS, LLC
LTG CAPITAL LLC
EDWARD JONES
SIGNAL RIDGE CAPITAL PARTNERS, LLC
EPG INCORPORATED
TSW WEALTH MANAGEMENT
LPL FINANCIAL LLC
WOODSIDE WEALTH MANAGEMENT
OSAIC WEALTH, INC.
IMPACT PARTNERSHIP WEALTH, LLC
THE CLIFFORD GROUP LLC
MONUMENT GROUP WEALTH ADVISORS, LLC

Investors

JEFFREY STUART KING
Gregory Alan Phillips
Carolyn Brenda Mullins
Tracey Beauregard Hartford
NEIL JOSEPH TREMBLAY
DEBORAH NORTH CARTISSER
CHRISTOPHER ALAN CAHILL
DAVID MATTHEW CLAYMAN
Joseph Paul Montana
JOEL DOUGLAS FEARON
BARBARA BECKER MAIETTA
Joseph Michael Belsanti
Vikram Konanki
EMANUEL NMN FRANGIADAKIS
FRANCESCA EILEEN FEDERICO
ANDREW MCGILL
William George Koshivas
STEPHEN JOHN BRUNO
Igor Tiguy
ABBEY LEE HENDERSON
Elizabeth Allen Malgari
Wendy Wong
ADAM JOSEPH SUREAU
STEPHEN PAUL PIOTTE
LEE NELSON SCHMERTZLER
DOUGLAS CHARLES NORBERG
Brendan Donaghey
TIMOTHY JOSEPH BLACK
BRUCE WOODMAN HARDY
KENT ALLAN FITZPATRICK
WILLIAM D MAHONY
PETER DOHERTY
Jian Wei Fu
William Christopher Sargent
Kaelan C Fitzpatrick
Edward Rosenau
DAVID CHRISTOPHER O'BRIEN
ROSARIO SALVATORE SALAMONE
RICHARD ROBERT RACINE
Matthew Thomas Najemy
ARIEL FELIPE ACUNA
KEVIN MICHAEL PIZZOTTI
Vance Williams
SAMUEL DOUGLAS WEBSTER
JOSHUA MITCHELL STREET
MATTHEW BUTLER SCALES
JASON THOMAS LONGTIN
DAVID TODD HARDING
TIMOTHY JOSEPH KEANE
MATTHEW LITTLE
VINCENT PAUL GRIMALDI
Nicholas William Papageorge
JONATHAN ALAN RANKIN
ELIZABETH ANN LOVELESS
SARAH ANN WELLS
TERRY BRADLEY WELLS
DOUGLAS BLAKE STOCKLAN
CHERYL ANN COSTA
Matthew William Costa
JOELLE D SPEAR
Craig Eastman Shepard
Ryan Michael Carragher
GREGORY L. CLIFFORD
John Connor Murtagh
JOSHUA SCOTT HYMAN
LEE CHRISTOPHER MCGOWAN
Gregory Racki

Within 25 miles of North Sudbury, MA, Best Investors lists 1,093 registered investment advisory firms with 2,122 offices nearby, managing about $41.5T in combined regulatory AUM across 3,534,395 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 Sudbury

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