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Best financial advisors in Onset, MA

Registered advisers within 25 miles of Onset, MA.

Offices
205
Firms
90
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,594,112 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
SANTANDER SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
JCM FUND MANAGER, LLC
FLAGSHIP WEALTH ADVISORS, LLC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Investors

TIMOTHY WILLIAM QUILL
JANET COGGESHALL CHADIE
Ove Asendorf
SARAH WHALEY DRAKE
JOHN BRENDAN CASTELOT
Sarah Jessica Doolan
SCOTTY SANTOS PIRES
Connor Thomas Brien-Berks
Kelly M Cooper
Patricia Susan Starek
Brian Mullen
STEPHEN MICHAEL STABILE
MICHELLE CRAWFORD HILL
NICHOLAS JOHN DIMENNA
DEREK MATTHEW GAGE
RICHARD JOHN JOHNSON
SUSAN BOLEN LOWRY
ALAN JEFFREY HARTSTONE
John David Smith
Michael Charles Hulett
LAURIE JEAN GODDARD
LORI ANN ULM
JOHN DENNIS EGGERS
John Joseph Donaruma
PHILIP BRIAN CHANDLER
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER

Within 25 miles of Onset, MA, Best Investors lists 90 registered investment advisory firms with 205 offices nearby, managing about $11.7T in combined regulatory AUM across 2,594,112 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 Onset

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM