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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

FLAGSHIP HARBOR ADVISORS, LLC
SHP WEALTH MANAGEMENT, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FINANCIAL FOCUS ASSET MANAGEMENT,INC.
CITIZENS SECURITIES, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
BOSTON INVESTMENT TRUST MANAGEMENT, INC.

Investors

STEVEN BRETT BRUCE
NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato
Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo
Joshua Paul Santos
Laura Russo
Michael A Guthrie
PATRICK MICHAEL RANDALL
MATTHEW CHAPMAN PECK
KEITH WINSLOW ELLIS
Kyle Britton
Anthony J Finocchiaro
RAPHAEL HANNA
Rafael Gregory Reyes
Aidan Vito Arone
Christopher Paul Willis
CHASE ANDREW REARDON
Zachary Scott Perkins
Paul Michael Kittredge
David A Hathaway
MARK STEWART KENNEY
NICHOLAS ERROLD NELSON
DEREK L.(MI ONLY) GREGOIRE
KATHERINE PATRICIA BAKER
Jonathan Francis Morrison
ALINA OSOKHOVSKA
JACK PAUL BETTLE
James Patrick Sferrazza
Sandra Gail Childs
Christopher B Wiklund
THOMAS G MAYER
EDWARD WILLIAM PRIDE
Brian Mullen
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
LEO FRANCIS LEYDON
Charles CHRISTOPHER Gilbert
EMRE OZTUNC
Samuel Nogueras
JESSICA ENGLAND
Attar Leve Chalif
JON KELLY HENDERSON
JERALD GORDON RUBIN
ROSS ANTONIO DELUCA
PATRICK O'SHEA DRISCOLL
DAVID PAUL KOPACK
Christopher John Maynard

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