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Best financial advisors in S Lancaster, MA

Registered advisers within 25 miles of S Lancaster, MA.

Offices
679
Firms
285
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,751,172 clients when Item 5C has a number
Avg / client
$6.01M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION
CETERA INVESTMENT ADVISERS LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
LPL FINANCIAL LLC
SILVER OAK SECURITIES, INCORPORATED
MANNION MONEY ADVISORY
CITIZENS SECURITIES, INC.
EDWARD JONES
PARK AVENUE SECURITIES LLC
MARINER
CENTAURUS FINANCIAL, INC.
OKEMO CAPITAL MANAGEMENT, LLC

Investors

MICHAEL JASON HODGE
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND
THOMAS FRANCIS WHEELER
JEANINE M. BERATTA
ROBERT NORMAND RICHARD
TIMOTHY JAMES HARRINGTON
JOSEPH FRANCIS DELANO
MARGARET ANN BENISON
Magdeleine Nheb Guiney
KYLE MANNION
Adam Pernini
Carol Ann Crowley
William Alexander Winkelmann
ELAINE MARIE McLAUGHLIN
STEPHEN ALBERT ZAHKA
GREGORY PAUL STAMAS
ROBERT KEENAN GUSTAFSON
John OConnell
ABRAHAM JAMES SANTOS
Charles I Downey
Lisa Marie Casillo
ADAM JOSEPH SUREAU

Within 25 miles of S Lancaster, MA, Best Investors lists 285 registered investment advisory firms with 679 offices nearby, managing about $16.5T in combined regulatory AUM across 2,751,172 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 Lancaster

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM