Best Investors Account Sign in

Best financial advisors in Oxford, MA

Registered advisers within 25 miles of Oxford, MA.

Offices
279
Firms
108
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
1.78M
1,775,851 clients when Item 5C has a number
Avg / client
$6.64M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
EDWARD JONES
MWA FINANCIAL SERVICES INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOYD FINANCIAL STRATEGIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Francis Randall
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
DENISE MEDAGLIA
JOSEPH JOHN SZELA
JOHN ARTHUR OLSON
Dennis Antonopoulos
Jamie DeCaire
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
JAMES MICHAEL THOMPSON
Brady Dow
ASHLEY KIM SPARHAWK KRINER
Thomas Charles Brennan
PAUL CHRISTOPHER VERDERESE
Cara Holland
Kartik Trivedi
SEASON J MONDINO
Katharina Jennings
Jack Pearson Boyd
PETER ANDREW BOYD
SUNSHINE LEE MARSH
JAMES JOHN IOZZO
ROBERT HUGHES
STACIA PATTON-BOWE
Mei Leung Dow
Alexis Katerina Hamada
DANIEL F GIRARD
Tyler Smith
JOSEPH DANIEL MURPHY

Within 25 miles of Oxford, MA, Best Investors lists 108 registered investment advisory firms with 279 offices nearby, managing about $11.8T in combined regulatory AUM across 1,775,851 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 Oxford

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