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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

LPL FINANCIAL LLC
CAMBRIDGE TRUSTEE ADVISORS INC
AMERITAS ADVISORY SERVICES, LLC
AAF WEALTH MANAGEMENT, LLC
CADENCE WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FINIVI INC.
WORLD INVESTMENT ADVISORS, LLC
BOYD FINANCIAL STRATEGIES, INC.
NEWEDGE ADVISORS

Investors

H. DANIEL MUSCATELLO
Robert Paul Barrett
SALVATORE DANIEL LOMBARDI
ANDREW EDMUND HAMMOND
JONATHAN SETH BLOOM
EMILY BARD LEVINE
Russell Christian Almstrom
KEVIN PATRICK HODSON
CARMEN MARIE GRINKIS
GRIGORIY GRINSHTEYN
STEVEN JOHN DEBOTH
THOMAS GARTH SHIFFER
Casey Daniel Clarke
JAMES ANDREW LAITE
MICHAEL GEORGE DOWNEY
MICHAEL ADAM ROUSSEAU
BRIAN DAVID KENNEDY
KATIE-LEE KALLIN
ANDREW G BONETTI
Mark Benjamin Rosen
RICHARD THOMAS MOORE
JONATHAN MICHAEL ALBANO
JONATHAN EDWARD LILJA
DANIELLE DREW
JARED T EVANGELOUS
JUSTIN ANTHONY GIULIANO
JOHN PAUL MAHER
AMANDA NICOLE HANCOCK
Vincenzo Mark Palmerino
James Cawley
Jack Patrick McGauley
MARK HENRY PALMERINO
William Reyes Heines
DAVID AARON BORDEN
SCOTT MICHAEL MACCAUSLAND
ARIC E. H. FRIEND
CASEY FREEMAN
Connor Flynn Lancaster
GEORGE HAROLD BURDICK
Matthew ROBERT Sparrow
MICHAEL HANLON LANCASTER
Robert S Lyons
MICHAEL E JANKOVIC
Keith LaMon Gilbreath
Molly D Kirkland
DAVID ADAM DORAY
Jake B Dowd
Shelly a coville
Bruce K Munger
SURAJ S KAPUR
ARUSHEE DIVYAKIRTI
Terence O'Brien
Naledi Kolishovska
Ubong U Ukpong
Andrea Thompson
Jason Edinger
GREGORY JUDE PINTO
KERRI M SULLIVAN-KREISS
Elliott Hughes
Elijah Joseph Zeh
Carlos Otaviano Nano
David Charles Miller
GREGORY WESTON WOOD
Victor Shulman
Fabrice Montissol
Brian Hendrickson
Nathan Mikael Perrin
daniel james marean
MICHAEL MICCICHE
ERIC CLEMENT JANSEN
STEVEN CRAIG JOHNSON
KATIE ELIZABETH MOORE
Jack Rufo
Evan Fischthal
JOSEPH FRANCIS WILLWERTH
FREDERICK MARK LANE
MICHAEL RICHARD FONTAINE
JULIE A CORMIER
KEVIN THOMAS LEONARD
Daniel Ryan Curran
DANIEL JOSEPH HOBAN
THOMAS PATRICK CURRAN
STEPHEN LAURENCE CRAIG
Mitchell Leestma
RONALD JAMES BELL
Elissa Kathleen Foley
RYAN DAVID HENDRICKSON
BENJAMIN PAYSON DODGE
MARK KENNETH LESSNER
SEAN ROBERT MCCANN
MATTHEW ALTON DAVIS
Joseph Austin Hoffman
DAVID R. WOOD
Susan Kay Hixson
MONTOYA DOUGLAS KIM
Jack Hausler
BRUCE JAMES TOBIN
Jack Pearson Boyd
PETER ANDREW BOYD
SUNSHINE LEE MARSH
JAMES JOHN IOZZO
MATTHEW LEONARD PESCATORE
EDWARD LAWRENCE KIERNAN
JASON BATISTA
DENISE ELAINE IARROBINO
JAMES JOSEPH ALDO
ERIC J BRISEBOIS

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