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Best financial advisors in Otis Air National Guard, MA

Registered advisers within 25 miles of Otis Air National Guard, MA.

Offices
181
Firms
86
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,587,722 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE CAPE COD ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
GLOBAL VISION FINANCIAL SERVICES
WHARTON FINANCIAL GROUP
CHARLES SCHWAB & CO., INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
LEGACY TWO ADVISORS, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
NICHOLS INVESTMENT ADVISORY SERVICES
SANTANDER SECURITIES LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
FOUNDERS FINANCIAL SECURITIES LLC

Investors

RICHARD ROBERT ROSSOMANDO
GREGORY COLEMAN FENTON
ALBERT MICHAEL STANTON
BRIAN MARK MCNAMARA
JOHN WILLIAM TYMPANICK
HAROLD RAY TINCHER
EDWARD RICHARD EASTMAN
Brandon Hunter Todd
BRENDAN GEGGATT
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER
DAVID JOSEPH MCPHERSON
Keyana Johns Russ
Connor Charles March
JOHN FRANCIS FRANZAGO
MATTHEW HARVEY KEELING
BROOKS PAULDING BARTLETT
MAURA JEANNE RYAN
Patricia Susan Starek
ROBERT CLEMENT BARRY
ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford

Within 25 miles of Otis Air National Guard, MA, Best Investors lists 86 registered investment advisory firms with 181 offices nearby, managing about $11.7T in combined regulatory AUM across 2,587,722 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 Otis Air National Guard

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