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Best financial advisors in Salem, MA

Registered advisers within 25 miles of Salem, MA.

Offices
1,944
Firms
1,035
Combined AUM
$41.9T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,543,601 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
CFS FINANCIAL, LLC
ANTHONY P. CARNEVALE C.P.A.
ROTHWELL INVESTMENT ADVISORS
LPL FINANCIAL LLC
CABOT WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MOODY ALDRICH PARTNERS, LLC
MAP FUNDS MANAGEMENT, LLC
LITTLE HARBOR ADVISORS, LLC
BENTLEY WEALTH MANAGEMENT, LLC
TQM WEALTH PARTNERS
LOYND CAPITAL MANAGEMENT
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

PAMELA C BOARDWAY
RICHARD LEWIS ANDERSON
JANE THERRIEN HOOD
BRIAN PATRICK MCCARREN
WILLIAM JOHN RABBITT
MATTHEW SCOTT CARPENTER
ANTHONY PAUL CARNEVALE
MICHAEL XAVIER CAGGIANO
MARK ANDREW MAITLAND
BARBARA JEAN MAITLAND
NICOLE MARIE STOUFFLET
Brian Tuttle
ADAM A SMITH
ALEXANDER GEORGE MOODY
ERIC DUANE LEWIS
JOERG (NMN) LAUDEMANN
JEFFREY EDWARD LETENDRE
ERICK ANDREW BOURBON
SEAN R TESORO
Alexander Joseph Martins
Reggie Peral
SHAWN MICHAEL MCCARTHY
THOMAS CHRISTOPHER VAUTIN
JAMES MICHAEL GASPARELLO
GREGORY A STEVENS
TYLER OLIVER SWAIM
ROBERT TOMLINSON LUTTS
CRAIG EDWARD GORYL
Dilruba Afroz
RICHARD PETER BOUTIN
WILLIAM BRADFORD MOODY
DANIEL BROOK WANZENBERG
RICHARD PAUL ROCHE
JAC ALLEN BENTLEY
MARCEL VICTORIA QUIROGA
Miguel Angel Rios Amurrio
Jordi Antonio Bakovic-Quiroga
GEOFFREY CRAWFORD LOYND
Pemberton Huddleston
Patricia Boulanger Beckwith

Within 25 miles of Salem, MA, Best Investors lists 1,035 registered investment advisory firms with 1,944 offices nearby, managing about $41.9T in combined regulatory AUM across 3,543,601 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 Salem

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