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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

FLAGSHIP HARBOR ADVISORS, LLC
JCM FUND MANAGER, LLC
FLAGSHIP WEALTH ADVISORS, LLC.
SHP WEALTH MANAGEMENT, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
GREAT OAK CAPITAL PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
PROSPERITY CAPITAL ADVISORS
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

STEVEN BRETT BRUCE
STEPHEN MICHAEL STABILE
NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato
Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo
Joshua Paul Santos
Laura Russo
Michael A Guthrie
PATRICK MICHAEL RANDALL
MATTHEW CHAPMAN PECK
KEITH WINSLOW ELLIS
Kyle Britton
Anthony J Finocchiaro
RAPHAEL HANNA
Rafael Gregory Reyes
Aidan Vito Arone
Christopher Paul Willis
CHASE ANDREW REARDON
Zachary Scott Perkins
Paul Michael Kittredge
David A Hathaway
MARK STEWART KENNEY
NICHOLAS ERROLD NELSON
DEREK L.(MI ONLY) GREGOIRE
KATHERINE PATRICIA BAKER
Jonathan Francis Morrison
ALINA OSOKHOVSKA
JACK PAUL BETTLE
James Patrick Sferrazza
Sandra Gail Childs
Christopher B Wiklund
THOMAS G MAYER
EDWARD WILLIAM PRIDE
JOHN RUSSELL NOONAN
WILLIAM R SYLVIA
JOSEPH F ARSENAULT
MARK DAVID MCAULEY
WILLIAM ROBINSON DRISCOLL
John Philip Cooney
Albert Check Yin Mui
Benjamin Holloway
Sean P. Henry
STEPHEN ANTHONY ADAMS
PYE LWI MOIIZ
STEPHEN ANTHONY DELLELO
JASON ANDREW COOPER
CHERYL A BUSH
Charles CHRISTOPHER Gilbert
EMRE OZTUNC
Samuel Nogueras
JESSICA ENGLAND
JON KELLY HENDERSON
Attar Leve Chalif
JERALD GORDON RUBIN
MARGARET MARY BROOK
JANE ELIZABETH RICARDI

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