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Best financial advisors in Norton, MA

Registered advisers within 25 miles of Norton, MA.

Offices
976
Firms
391
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,691 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRATED WEALTH CONCEPTS LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
DELPHINUS FINANCIAL ADVISORS, LLC
FOSTER STRATEGIC WEALTH PARTNERS, LLC
MACDONALD WEALTH MANAGEMENT, LLC
DAKOTA WEALTH, LLC
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
BRISTOL WEALTH GROUP

Investors

CHERYL GUINAN
KEVIN GUINAN
WILLIAM PAUL AVRIL
ANDREA ELIZABETH HOTTLEMAN
STEPHEN EDWARD SARAIVA
ANDREW SULLIVAN DOOLEY
TROY J BOTTS
William Francis Hughes
KATERINA LUBONJA
Edward George Turnbull
Andrew Simon Blacker
ANTHONY A SALOTTO
Cindy Ann Foster
KATIE ANNE MACDONALD
LOUIS ANTHONY DELLA VALLE
ROSS Patrick MCWILLIAMS
STEPHEN PATRICK BENEVENTO
JOSHUA BUBLITZ
NATALIE HARRIS
Michael Kelleher
John William McBride
Andrew David Carl
Sean J Carroll
Kimberly Ann Carroll
DIANE LOUISE GRACA
CARL MICHAEL BEGIN

Within 25 miles of Norton, MA, Best Investors lists 391 registered investment advisory firms with 976 offices nearby, managing about $18.4T in combined regulatory AUM across 3,390,691 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 Norton

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM