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Best financial advisors in S Boston, MA

Registered advisers within 25 miles of S Boston, MA.

Offices
2,192
Firms
1,142
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,138 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

CW ADVISORS, LLC
NUTTER INVESTMENT ADVISORS
NEXTVIEW VENTURES
BAYBOSTON MANAGERS LLC
GLOBAL INFRASTRUCTURE FINANCE LLC
CASTLE ISLAND VENTURES
IFR, MUNICIPAL MARKET DATA
NUMERIC INVESTORS LLC
&PARTNERS
STRIDE CONSUMER
BREWER LANE MANAGEMENT, LLC
BREAKTHROUGH ENERGY VENTURES
CATALYST FINANCIAL PARTNERS
DISCIPLINED ALPHA LLC
BATTERY MANAGEMENT CORP.
POLARIS GROWTH MANAGEMENT, LLC
RADIUS WEALTH MANAGEMENT, INC.
MML INVESTORS SERVICES, LLC
MARINER
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DAVID JOHN COSTIGAN
KENNETH RICHARD ZANNONI
JENNIFER KRISTINE DeSisto
KIMBALL ERIC PIERCE
FREDERICK MARCUS WARBURG
CLINTON DEAN LYNCH
KRISTEN JANE HOLLAND
MATTHEW PARKER BEAN
Sarah Elizabeth Caine
Frank Paul Lombardi
SEAN FRANCIS DONOVAN
SIOBHAUN MAUS JOHNSON
WAYNE W HOWELL
NELLY COLETA XAVIER
JOHN M DEMASI
ROBERT DAVID LEN
JENNIFER RICE GATES
MARILEE ANNE FALCO
DEBRA T JONES
JENNIFER MARY ADAMS
SEAN PATRICK DILLON
CHRISTINE WINTERS LAWLESS
MICHAEL K GREEN
JOHN CHRISOM BERRY
ERIC Oscar ZELTNER
MICHAEL WILLIAM GALVIN
EMILY ROSE KAMEN
CESAR ALFONSO ORTEGA
JOSEPH A LEVY
Franklin S Bracey
Brendan Michael Lortie
Thomas William Raynor
Brian Macellara
Jennifer Lynn Pieson
RUSSELL JOHN PARSONS
LISA ANN CASSIDY
MARK KHOZOZIAN
DAVID BRAD KAUFFMAN
MAY H CHEUNG
CHRISTOPHER HAMILTON BRASHIER
ERIC TODD LANSHE
ROBERT EDWARD DRISCOLL
BRENDAN MICHAEL COLLINS
MICHAEL JOHN MURPHY
ROXANNE ELIZABETH FLESZAR
MICHAEL JOYCE
GARY PAUL DROZ
MICHAEL ANTHONY STAFFIERI
CHRISTOPHER SCOTT HEYMAN
JARED MICHAEL REILLY
MICHAEL ANDREW HAMOLIA
MARKELL ANTHONY STAFFIERI
MICHAEL KEVIN HARTY
ANDREW WILSON STANGE
MINDY ELLEN GASTHALTER
JUDE ARTHUR KOTARIDES
TORI LIND BENJAMIN
CARL WESLEY NOBLE
JEFFREY C LEATHE
ANDREW PARHAM GARY
Richard Ernest Milburn
MEGHAN PATRICIA LEE
VIJAY NAIDU
RICHARD ALFRED SIPLEY
JAMES COLIN BACON
CHRISTY RUTH TURNER
DENNIS ALAN SCHMIDT
DINO STANISIC
Kyrstie Lee Wootten
Margaret Elizabeth Gallogly
MARK DAVID LOBELLO
THOMAS NEAL O'CONNOR
TIMOTHY BLANEY GEORGE
KEITH GIBBONS
DANIEL EDWARD RONAN
Eugene Covino
Michelle Alison Zancanaro
Will James Frain
Matthew John Gordon
CHARLES CHRISTIAN VON STACKELBERG
NANCY SCHAFFER VON STACKELBERG
JEFFREY JOHN BANNON
KEITH NELSON CONGDON
Rachele Brianna Stivaletta
Adrian Javier Amaya
Brendan Thomas Spillane
Michael Gusefski
Tristan Philip O'Hanley
DANIEL M ST. JEAN
JERALD PAUL FACEY
RUSSELL EARL HOLMES
JOHN CHARLES NAVIEN
BRYAN WILLIAM MORRELL
BENJAMIN JACOB ZIMBEL
CHRISTOPHER Reynolds OCONNOR
ENRICO R. PIATELLI
THOMAS JOSEPH HOLT
PETER WILLIAM ENGLAND
SEAN FRANCIS TUCKER
Justin Pelletier
Tyler Emery Brown
Sidney Noah Warrenbrand
Dannise Mazzola
Eli John Hopkins
Henry Andrew Vincent
Jason Morris Sebell
JEFFREY LOUIS KROWNE
Joseph Zef Marnikovic
Alison Connell
Jake Michael Guidone
GREGORY WILLIAM MEAHL
MICHAEL JOHN PERISHO
MICHAEL JAMES DIMAGGIO
ANDREW SALVATORE PIATELLI
CLAIRE R WILLIAMS
TAYLOR EDWARD LIVINGSTON
LUCAS JOHN MATARAZZO
Angela Marie Moquin
ANDREW DAVIS SNODDY
Sarissa Fazio
WILLIAM EDWARD MCINTOSH
THOMAS MICHAEL CATALDO
HERBERT KARL DAROFF
DAVID CRAIG PORTER
SHERVIN SADR
George Robert Nelson
NICOLAS HERNANDEZ PERILLA
Jennifer Flynn
Justin Marzilli Brown
GREGORY L ROCHE
PAUL JOSEPH MERTENS

Within 25 miles of S Boston, MA, Best Investors lists 1,142 registered investment advisory firms with 2,192 offices nearby, managing about $42.0T in combined regulatory AUM across 3,547,138 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 S Boston

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