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Best financial advisors in Reading, MA

Registered advisers within 25 miles of Reading, MA.

Offices
2,129
Firms
1,113
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,102 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

NEWEDGE ADVISORS
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
VESTMARK ADVISORY SOLUTIONS, INC.
SENTINEL PENSION ADVISORS, LLC.
MAHONEY FIORENTINO & CO P.C.
MS FINANCIAL SERVICES, LLC
GALLUGI WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WHITMAN FINANCIAL SERVICES, LLC.
BG FINANCIAL PLANNING

Investors

NEIL KEVIN FLAHERTY
CHRISTOPHER DAVID MACK
CHUN CHUE LIN
Silas deOliveira
GINO P MOLETTIERI
GEORGE MICHAEL BOWEN
ROBERT GUIDO BATTISTA
TRISTAN WILLIAMS BENOIT
BRIAN OVERTON
Robert F Kozlowski
HENRY BANKSON RITER
Lisa Ann Barstow
JAMES PATRICK ENGLISH
NICHOLAS OCKENGA
Amber Starr Martignetti
Sean Benjamin Fox
JANELLE RUTH ANDERSON
DAVID ALEXANDER BATCHELDER
BRETT J SCHNEIDER
ALAN R PFEFFER
JULIE DORAN STEWART
KEVIN H LEUNG
MATTHEW Edward CLEARY
JONATHAN HENRY CLARK
DANIEL BERNARDO
ROSS EDWARD JAMES
EILEEN FAYE GREENSPAN
MICHAEL JOSEPH DIBACCO
JAMES WILLIAM O'BRIEN
RYAN MARK RANSFORD
BRIAN ANTHONY LOPEZ
JOYCE E. CLOUTHIER
NIKHIL AIDAN STIFF
Kimberly Mary Pepoli
Anthony Francesco Mancini
Angelina Francesca Walker
Lukas Benjamin Eldridge
James Jason LaFleur
Griffin Milton May
Michael Philip Svolos
JERO MOURADIAN
Garrett Murphy
Patrick Lambe
ROBERT MICHAEL DIMASE
MATTHEW HOWARD MCPHAIL
JOHN TERRY GRACE
JAMES MICHAEL CARNEVALE
DOUGLAS K DUSTIN JR
ARA DILOYAN
Sarah E Stevens
Ryan Matthew Petti
Brian Gerard Murphy
Daniel O'Brien
LAWRENCE BRIAN RAYMOND
JAMES HALSEY DAILEY
Dylan T. Lemis
Sophie Anne Benander
NEWTON MICHAEL SPURR
Abigail Margaret Lowell
MICHAEL JOHN GALLUGI
GREGORY TAUB OSBORN
JUDITH T OSBORN
KYLE STEVEN VINCI
Troy Alton Bigwood
BRUCE ALLAN FAVORAT
JOYCE ELLEN CURTIS
HEATHER DIANE WATTS
JAMES JOSEPH KELBLE
JAMES ROBERT CAREY
GERALD SAHOG JAMGOCHIAN
DALLAS WHITNEY COFFMAN
KEVIN DAVID BARRY
IANKA TOCHEVA RANDO

Within 25 miles of Reading, MA, Best Investors lists 1,113 registered investment advisory firms with 2,129 offices nearby, managing about $42.0T in combined regulatory AUM across 3,545,102 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 Reading

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