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Best financial advisors in Rockland, MA

Registered advisers within 25 miles of Rockland, MA.

Offices
1,744
Firms
970
Combined AUM
$40.7T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,530,739 clients when Item 5C has a number
Avg / client
$11.5M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KOVACK ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
DIVERSIFY ADVISORY SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
MARINER
MARINER INSTITUTIONAL, LLC
OSAIC INSTITUTIONS, INC.
FORTIS CAPITAL ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SANTANDER SECURITIES LLC

Investors

STEPHEN JUDE KEARNEY
THOMAS MICHAEL BURKE
JAY PATRICK IRVING
JEFFREY PAUL WHITE
JAMES ROBERT SICKOREZ
PAUL PHILIP MELANSON
Bryan Woodford
JARAD MICHAEL MINSKY
MATTHEW ANGEL
CHRISTOPHER MICHAEL DONOVAN
BRIAN MATTHEW JOYCE
MATTHEW SEAN DONOVAN
CLARK ARCHIE PAGE
R. JASON HORWITZ
SEAN LEIGHTON BURKE
Allison M Wooten
Justin D Walsh
ANN LAMONTAGNE SWARTZ
MATTHEW DAVID NEVILLE
MICHAEL PAUL DIONNE
THOMAS MICHAEL PORTENTOSO
MICHAEL SCOTT HEBERT
JASON TODD SKOLNICK
ALEX EDWARD OLIVER
Joseph Curran
KENNETH GEORGE SEROPIAN
Christopher John Rivers
NICHOLE A WIRTZ
TUCKER VAUGHAN ROEDER
JACOB SYDNEY WALDMAN
MICHAEL ROBERT DIAS
Karen Sullivan
MARC STEFAN INSTRUM
JOSHUA ANDREW COHEN
Jason Frederick DeMarzo
Buckey Wilson
Ronald Powers DeFeo
Colin March

Within 25 miles of Rockland, MA, Best Investors lists 970 registered investment advisory firms with 1,744 offices nearby, managing about $40.7T in combined regulatory AUM across 3,530,739 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 Rockland

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