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Best financial advisors in Northbridge, MA

Registered advisers within 25 miles of Northbridge, MA.

Offices
722
Firms
304
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,200,221 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISOR SHARE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ARCTARIS IMPACT INVESTORS
FAIRFIELD FINANCIAL ADVISORS
NORTH BRIDGE VENTURE MANAGEMENT COMPANY, LLC
WASHINGTON TRUST ADVISORS
FIDUCIENT ADVISORS LLC
WELLESLEY ASSET MANAGEMENT, INC.
COMMONWEALTH FINANCIAL NETWORK
CHARLESBRIDGE ADVISORS
BECK BODE LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC
SK WEALTH MANAGEMENT, LLC
THURSTON HALL INVESTMENT RESEARCH, LLC
WINDROSE ADVISORS LLC
HLM MANAGEMENT CO., LLC

Investors

JEFFREY STEPHEN BLOCKER
JOHN PAUL BERNIER
CAROLINE KING HEDGES
Marilyn Joanna Gentilotti
JAMES STEPHEN ZOLDY
CONSTANCE A VELANDER
Myra Jean Tucker
Michael Sheldon
BRIAN Joseph SAMUELS
JOSEPH MICHAEL BUSCAINO
Theodore Michael Dawson
Jeffrey Bloom
JANE VIRGINIA KING
JOHN JOSEPH MUSE
Kathryn Hersey
Robert Thomas Boon
Liam Patrick McManus
BENJAMIN W BECK
BRIAN WICKETT
ANGEL COSTANZA
Sara Daly
TAMMY JEAN STOERKEL
Peter Kalianiotis
JAMES BODE
Christie Kneeland Markham
BETH LYNAE PRICE
Joshua Herschel Plosker
ANDREW MORRIS MARTONE
ERIK AARON BECK
ANTHONY MITRANO
VINCENT THOMAS SAVIO
Pavel Prihodko
ALLISON GOLDEN GAINES
Andrew James Cayer
JASON ERIC ARCHAMBAULT
MACKENZIE MOEN RICHARDS
Andrew Travis Wong
SID CHAUDHRY
PAUL KENNETH MUTCH
GILDAS QUINQUIS
Reilly Thomas Dahlquist
Adam Robert Ladd
WILLIAM A HEITIN
Josette Beatrice

Within 25 miles of Northbridge, MA, Best Investors lists 304 registered investment advisory firms with 722 offices nearby, managing about $16.4T in combined regulatory AUM across 3,200,221 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 Northbridge

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM