Best Investors Account Sign in

Best financial advisors in Paxton, MA

Registered advisers within 25 miles of Paxton, MA.

Offices
267
Firms
97
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,721,147 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
EAGLE STRATEGIES LLC
ASSABET ADVISORS, LLC
J.R. PRUNIER CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
USA FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
BOYD FINANCIAL STRATEGIES, INC.
CARR FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JULIANNA DERISLEY
THOMAS M VALENTINE
Darren Parent
Drew Mazzeo
ANDREW B. JENSEN
Anne-Marie Kelley
Timothy Howard
WAYNE MARTIN USHMAN
THOMAS MARTIN JACOBSEN
ROBERT EDWARD JACOBSEN
THOMAS LEE GRUNBECK
Jeffrey Robert Prunier
Donald Hamilton Sienkiewicz
Madison Rose White
GRAHAM GRANGER MERK
Paul Michael O'Malley
PAUL FRANCIS BUCKLEY
JOSHUA WILLIAM KANE
ANDREW JOHN CATALFAMO
Austin James Porchelli
JOHN ROBERT BOYD
SPENCER MILLS LYONS
MARK GRAZIANO DISTEFANO
CHRISTOPHER PAUL CARELLI
ANDREA LYNNE LUCEY
BENJAMIN WILLIAM CAULEY
LEAH HELEN MICHALOWSKI
RICHARD MICHAEL CARR
ROBERT ALDEN HOEY
Patrick John Hoey
Hamilton Soriano
Wahaj Sarwar
PATRICK BERNARD HOLLAND
PETER V CARUSO
MICHAEL SMITH KELLEHER
Brian William Ford
DEREK P HAPPY
SHEPARD Woodrow ALLEN
ANTHONY RANDALL BARTLETT
Douglas Patrick Gower
Mohamed Nasser Hamada

Within 25 miles of Paxton, MA, Best Investors lists 97 registered investment advisory firms with 267 offices nearby, managing about $11.8T in combined regulatory AUM across 1,721,147 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 Paxton

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