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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

MATERIAL IMPACT MANAGEMENT, LLC
ONE WAY VENTURES MANAGEMENT PBC, INC.
MIRAE ASSET CAPITAL LIFE SCIENCE, INC.
FELIS ADVANTAGE, LP
OT MANAGEMENT, LLC
TELOS NORTH
INVENOMIC CAPITAL MANAGEMENT LP
SOLUM PARTNERS
WAVERLY ADVISORS, LLC
HEDGEYE ASSET MANAGEMENT, LLC
HILL CITY CAPITAL LP
POLARIS CAPITAL MANAGEMENT, LLC
PLEASANT BAY CAPITAL PARTNERS, LLC
FRONTIER CAPITAL MANAGEMENT CO LLC
INVESTMENT ADVISOR ASSOCIATES, INC.
UNDERSCORE.VC MANAGEMENT COMPANY, LLC
SIPPICAN CAPITAL ADVISORS
LONGFELLOW INVESTMENT MANAGEMENT CO. LLC
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
BV INVESTMENT PARTNERS, L.P.

Investors

KEVIN JAMES CARROLL
ROBERT JAMES MCGROARTY
SUMANTA BISWAS
BIN XIAO
JASON M CRAWSHAW
ALAN LEE SHORR
GORDON CHESTER BARRETT
CHAPIN POTTER MECHEM

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