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Best financial advisors in Northborough, MA

Registered advisers within 25 miles of Northborough, MA.

Offices
840
Firms
369
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,926,358 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
SILVER OAK SECURITIES, INCORPORATED
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MAYFLOWER ADVISORS
J.P. MORGAN SECURITIES LLC
COMMUNITY FINANCIAL GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Danielle S Gaudette
Justin Brian Jones
Peter Anthony Crinella
MARK W SMILEY
MICHAEL JASON HODGE
ALFRED THOMAS HARGRAVE
JONATHAN FUREY
ROBERT NORMAND RICHARD
MARGARET ANN BENISON
Magdeleine Nheb Guiney
GREGORY PAUL STAMAS
DANIEL JOSEPH WALSH
Aidan Joseph Cushman
Carol Ann Crowley
JUDITH ANDREA HENRY
MARIANNE ELIZABETH ZAWACKI
Zainab Karim
BRADLEY ALLEN GORNEY
Ricardo A Molina
JAMES VINCENT BILLMAN-GOLEMME
Isli Kola
Kristopher Robert Grenier
PAUL MANUEL TRAVIS
Graham Munro Tower
JAMES J MCDERMOTT
Megan R Berkowitz
KRISTINE R SCHOFIELD
CHRISTOPHER MICHAEL HOVEY
JENNIFER RAE TIVNAN
John Costello
BROOKE LYNN FLEMING
JAMES NELSON BALL

Within 25 miles of Northborough, MA, Best Investors lists 369 registered investment advisory firms with 840 offices nearby, managing about $17.3T in combined regulatory AUM across 2,926,358 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 Northborough

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM