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Best financial advisors in Plympton, MA

Registered advisers within 25 miles of Plympton, MA.

Offices
485
Firms
199
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,138,051 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
JCM FUND MANAGER, LLC
FLAGSHIP WEALTH ADVISORS, LLC.
INDEPENDENT FINANCIAL GROUP, LLC
HIGH PINES WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1620 INVESTMENT ADVISORS, INC.
SIMPLICITY WEALTH
THE AMERIFLEX GROUP
EDWARD JONES
TYLER STREET CAPITAL
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

ROBERT HENRY GLEASON
LISA ELLEN EILERS
GEORGE WOERDEMAN
Joseph Paul Chalifoux
Daniel Francis Cosgrove
STEPHEN MICHAEL STABILE
RUSSELL TODD SADLER
TERRY WILLIAM GRIFFITH
JIM MATTHEW GIBBONS
RAYMOND KEVIN MORRIS
RICHARD SCOTT WHELPLEY
MICHAEL JOSEPH KELLEY
MICHAEL PATRICK SULLIVAN
KEVIN JOHN ALCARO
Robert James Dee
Brian Mullen
KEVIN P MANTVILLE
TODD ADAMS JOHNSTON
KYLE ANTHONY JOHNSTON
WILLIAM DUNCAN BENJES
SUSAN MARY ROURKE
THOMAS NOEL FADDEN
SARA DANIELLE Kappos
DANIEL ROMAINE
William Arthur DePaul
Robert Brian Pineau
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI

Within 25 miles of Plympton, MA, Best Investors lists 199 registered investment advisory firms with 485 offices nearby, managing about $15.9T in combined regulatory AUM across 3,138,051 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 Plympton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM