Best Investors Account Sign in

Best financial advisors in Norwell, MA

Registered advisers within 25 miles of Norwell, MA.

Offices
1,639
Firms
929
Combined AUM
$40.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,509,546 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

ALL PEAKS CAPITAL
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
INVESTMENT ADVISORY GROUP LLC
EDWARD JONES
ESSENTIAL ASSET MANAGEMENT, LLC
BAY COLONY ADVISORS
FLAGSHIP HARBOR ADVISORS, LLC
LPL FINANCIAL LLC
GORMAN FINANCIAL MANAGEMENT
INDEPENDENT FINANCIAL GROUP, LLC
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
MORGAN STANLEY
KESTRA ADVISORY SERVICES, LLC

Investors

MARTIN LEE ROBBINS
KIMBERLEE FRICKER
JOSEPH JOHN CAHILL
PAUL RAYMOND PREVITE
Mary A Davis
NAJADA LAKO
Gregg Helbock
Justin Adam Perry
Marko Vukovic
Michael Kelleher
THEODORE D CIOLKOSZ
PAUL WILLIAM REARDON
KEITH WENDELL WHITT
Lisa C Andrews-Bowers
STEPHEN M DAGLIO
ELIZABETH MARY VALLONE
JAMES F PIEROTTI
KELLY ALLEN WOERDEMAN
MICHAEL NEIL WALLANDER
PATRICK V MURRAY
James Arthur Fratello
DAVID MICHAEL CANAL
MATTHEW BRIAN SULLIVAN
WILLIAM MARK NOONAN
PHILIP ANTHONY NOONAN
WILLIAM J. WHITFIELD
MARC JAMES PERRAULT
Liam A Leonard
STEPHEN PATRICK KELLIHER
LISA MARY VIRELLO
FREDERICK J HUSSEY
JOANNE LYNN MILLS
JOHN WILLIAM CORBETT
BENNETT WHITE
Dante Vincent Amatucci
GREGORY JAMES BRYANT
CHRISTOPHER EDWARD DEWEY
ALICIA J O'CONNELL
Anna E Hight
RYAN THOMAS MCDONOUGH
KIMBERLY C CARR
ROBERT D WHITFIELD
ELIZABETH ANN PORTESI
DANIEL JOSEPH DUBEAU
HENRY JOSEPH PERAZZELLI
NICHOLAS JOHN NANNICELLI
Kathleen M Griffin
James Robert Miller
NICHOLAS DIAMOND BRODEUR
AUSTIN O'SHEA
Nicholas Scott Pulli
Kelly John Mackenzie
Wesley Paxton Blanchard
Charles A Fiske
DEBRA LEE BLAIR
SANDY E TOOCHIN
JOSEPH MICHEAL MCNAMARA
PETER THORNE BLANCHARD
THOMAS EDWARD MILLER
JOSEPH MICHAEL MCLAUGHLIN
GARY D SCHEID
DENISE MARIE COMEAU
Katherine E Nydegger
KEVIN MICHAEL FLAHERTY
KEVIN ANTHONY BUTLER
BRUCE KENNETH HENDERSON
JOHN WILLIAM CREAHAN JR
Robert Allan Woolf
TIMOTHY PAUL MACKINNON
MATTHEW J SNYDER
Michael Trotter
KAREN J DRESSER-SMITH
Laura G Glennon
Michael D Keating
PAMELA ANN NAYMIE BASSE
JESSE B BATEMAN
COLLEEN M MCNULTY

Within 25 miles of Norwell, MA, Best Investors lists 929 registered investment advisory firms with 1,639 offices nearby, managing about $40.6T in combined regulatory AUM across 3,509,546 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 Norwell

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