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Best financial advisors in Pembroke, MA

Registered advisers within 25 miles of Pembroke, MA.

Offices
1,284
Firms
756
Combined AUM
$40.4T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,332,538 clients when Item 5C has a number
Avg / client
$12.1M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MCNAMARA FINANCIAL SERVICES, INC.
TWIN GRYPHON ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FLAGSHIP HARBOR ADVISORS, LLC
MML INVESTORS SERVICES, LLC
INVESTMENT ADVISORY GROUP LLC
HIGH PINES WEALTH MANAGEMENT LLC

Investors

MARLEAN M KOMAR
CHARLES VINCENT ZISKO
SEAN PATRICK CRAGAN
ALISON MARIE MCCARTHY
Xinyu Zhuo
CHRISTOPHER FOWLER FULTON
JOSEPH TARQUINI
THOMAS ALBERT ZAMAGNI
Connor Christian MacIsaac
Andrew Ingeme
ERIK N SAARINEN
ALYSSA MCNAMARA REED
JUSTIN JACOBSON MCNAMARA
MICHAEL JOSEPH MCNAMARA
TIMOTHY CHARLES WITHERS
MARK PAUL GOMES
JOHN E WELCH
MICHAEL J GALVIN
KEVIN P MANTVILLE
CHARLES H. KRAHMER
JEREMY MICHAEL DALIDOWITZ
ANDREW J BLANCHARD
SARA GAYLE ENOS
PHILIP STANLEY BARNES
ANTHONY THOMAS NOFI
Nicholas James Banks
JOHN M MCLAUGHLIN
BRENTON ALEXANDER PITT
WHITNEY HOWARD FLOREN
DANIEL VINCENT MIELE
GREGORY R FORTIER
MARIA NAQISHBANDI
PATRICK COLLINS
EARLE WILLIAM PITT
SUSAN RUCH BARBER
ROBERT HENRY GLEASON
THEODORE D CIOLKOSZ
PAUL WILLIAM REARDON
KEITH WENDELL WHITT
JIM MATTHEW GIBBONS
RAYMOND KEVIN MORRIS
RICHARD SCOTT WHELPLEY
MICHAEL JOSEPH KELLEY
MICHAEL PATRICK SULLIVAN
KEVIN JOHN ALCARO
Robert James Dee

Within 25 miles of Pembroke, MA, Best Investors lists 756 registered investment advisory firms with 1,284 offices nearby, managing about $40.4T in combined regulatory AUM across 3,332,538 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 Pembroke

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM