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Best financial advisors in Roslindale, MA

Registered advisers within 25 miles of Roslindale, MA.

Offices
2,248
Firms
1,144
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,042 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

BALANCED ROCK INVESTMENT ADVISORS
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GILBERT INVESTMENT MANAGEMENT
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
MML INVESTORS SERVICES, LLC
OSAIC INSTITUTIONS, INC.
WGI DM, LLC
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
WESTWOOD GLOBAL INVESTMENTS
BLACKROCK FINANCIAL MANAGEMENT, INC
NORTHSTAR ASSET MANAGEMENT, INC
J.P. MORGAN SECURITIES LLC
PARAMETRIC HOLDINGS LLC
FOX HILL WEALTH MANAGEMENT
NEXT LEVEL PRIVATE LLC
HOOPOE ADVISORS

Investors

DANIEL MACLAY FLANNERY
ASHLEY ELIZABETH MURRAY
Brian Paul Doherty
Laura Marie Daniels
THOMAS JOSEPH HIGGINS
Jonathan A SMITH
MICHELINE E YACOUB
Scott Kluge
Pavel Prihodko
DONALD E GILBERT
Francis Joseph McNamara
JOHN WILLIAM FOSTER
Frederick James Gillis
ALBERT ANDREW SMITH
PYE LWI MOIIZ
WILLIAM ALBERT MUGGIA
MARGARET MARY REYNOLDS
BRYAN LEE WARD
JAMES BRENDAN MACKINAW
JEREMIAH DALLAS GALLINGTON
TUYET NHI LAM NGUYEN
LESLIE ELLAYNE CHRISTIAN
JULIE N.W. GOODRIDGE
Tenzing Tashishar
Sean P. Henry
GEORGE DANIEL YOUNG
WILLIAM RYAN
Ian Sanderson McConnell
PATRICIA BRYNIARSKI WELSH
MICHAEL DOHERTY BROWN
JETHRO SAAH KOLLIE
Eric Christopher Benz
WILLIAM Joseph SULLIVAN
JAMES A WILLIAMS

Within 25 miles of Roslindale, MA, Best Investors lists 1,144 registered investment advisory firms with 2,248 offices nearby, managing about $42.1T in combined regulatory AUM across 3,547,042 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 Roslindale

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