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Best financial advisors in Plainville, MA

Registered advisers within 25 miles of Plainville, MA.

Offices
1,078
Firms
451
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,340 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BROOKSTONE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.
PROACTIVE FINANCIAL SOLUTIONS 360, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROFESSIONAL MANAGEMENT ASSOCIATES, INC.
MML INVESTORS SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CONSTANT GUIDANCE FINANCIAL, LLC
LECHNER ASSOCIATES
CONCURRENT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Michael Joseph Kerrigan
RONALD BRADFORD COOK
DAVID P SANTORO
Stephen Robert Doucette
JOHN SCOTT PIMENTAL
ARTHUR LAMBI
JACLYN MICHELE STANLEY
Kaitlyn Anne OConnell
Andrew Joseph Conaty
DANIEL THEODORE WILSON
JACQUELINE RILEY BLAU
Jaime T Barnes
Andrew Tucker Enright
RONALD BURT WARE
JOSHUA MICHAEL PROCACCINI
Matthew R Edwards
Jacob Clark
Caleb Joshua Procaccini
Christopher David Gauthier
VANNAK SAO
Christopher J Kheirallah
TROY J BOTTS
RONALD J GIGLIODORO
ROBERT LOTH MARKSTEIN
JAMES M CASTRO
DWAYNE KENNETH DEMOND
CARYN MARIE MCGRATH
Laura Fairweather
MICHAEL TAYLOR
Christopher Gabriel Torres
MITCHELL ZIDES
Stacie M Skryz
DANIEL EDWARD BONIN
MICHAEL DAVID BORAGINE
BEKKA Suzanne Sage
Amanda Talbot Adams
Gregory J Safford
Patrick M Hogan
ELISA M CHAN
CHRISTIAN WILLIAM SCHNEIDER
DANIEL F GIRARD
Brian E Hertzberg
RICHARD EJNAR HERTZBERG

Within 25 miles of Plainville, MA, Best Investors lists 451 registered investment advisory firms with 1,078 offices nearby, managing about $18.2T in combined regulatory AUM across 3,389,340 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 Plainville

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM