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Best financial advisors in Oakham, MA

Registered advisers within 25 miles of Oakham, MA.

Offices
233
Firms
86
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,704,630 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
INTEGRITY ADVISORY SOLUTIONS
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
SEB FINANCIAL SERVICES, LLC
NEW HARBOR FINANCIAL GROUP, LLC
CAPITOL SECURITIES MANAGEMENT, INC.
CUTLER CAPITAL MANAGEMENT
BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
CARL P. SHERR & CO., LLC
WORCESTER ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

KERRI A MELLEY
JAMES ANDREW MILLER
PHILIP PAUL MAILLOUX
Charles Joseph Stratton
STEVEN ROBERT LARSON
DREW KEITH STRATTON
JOHN EDWARD POTTER
CHRISTIAN JOHN HUGHES
JOSEPH N. STOLBERG
KEITH E BLANCHETTE
MARC J VANDERBAAN
RICHARD ALLAN SHAW
BRIAN KEITH CARROLL
JOHN RICHARD LAMONTAGNE
MICHAEL ROBERT PRESTON
KATHLYN MARIE SCHEEL
John Paul Maher
JOHN CHRISTOPHER LLODRA
JUSTIN DAVID GRIFFIN
MICHELLE M MOSS
JOHN EDWARD KELLEY
ROBERT JOSEPH OFTRING
MICHAEL EDWARD HOGAN
MELVIN STANLEY CUTLER
GEOFFREY KRISTOPHER ALLAN DANCEY
HAZEL JOY Nutt
Christopher A Laura Tenecela
ALLEN WEBSTER DILLAIRE
Kyle Eastwood Cornell
Louise Lydia Carin Henningsson
CHARLES EDWARD PATTERSON
JAMES WALTER CUSHMAN
MICHELLE MARIE FULLER
DEVON MATTHEW COONEY
NANCY LYNN SCOTT
MICHELLE LEIGH NEWCOMB
ASHLEY ELIZABETH RILEY
Brian R Jamros
KYLE CHRISTOPHER SWAIM
Susan Kelley
JONATHAN STEVEN MACK
JOSHUA ALEXANDER PAUL
ALEXANDER C BARTHOLOMEW
KATHLEEN JULIA Cyganiewicz
THOMAS JOHN BARTHOLOMEW
PETER CHARLES MCMANUS
HEATHER RYAN GIROLAMO
Robert Thompson
JENNIFER LEIGH SIMES
EDWARD LAURENCE SHERR
GARY HYMAN SHERR
JOSEPH JOHN BOURQUE
Jacob Wharton
SANGAM DAHAL
CARLOS OMAR ORTIZ
CHRISTIAN GRUNDEL
JOHN SCOTT PIMENTAL
SATYA BRATA MITRA
MONIQUE MARIE D'AUTEUIL
JENNIFER AITES GUADIZ
PETER BRUCE LURIER
ALEX M SULLIVAN
JASON W CAMUTI
JEREMY TAYLOR LURIER
DAVID Z LI
SALVATORE GIACALONE
JOHN MICHAEL DICONZA
CAROLYN MARGARET MCIVER
BRIAN HENRY WATERS

Within 25 miles of Oakham, MA, Best Investors lists 86 registered investment advisory firms with 233 offices nearby, managing about $11.2T in combined regulatory AUM across 1,704,630 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 Oakham

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM