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Best financial advisors in Salisbury, MA

Registered advisers within 25 miles of Salisbury, MA.

Offices
564
Firms
242
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,802,699 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

BEACON POINTE ADVISORS, LLC
LPL FINANCIAL LLC
TAX & INVESTMENT ADVISORS
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
ACCESS FINANCIAL PLANNING, LLC
FLAGSHIP HARBOR ADVISORS, LLC
NEWEDGE ADVISORS
EP WEALTH ADVISORS
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

LOUIS CARL BONASERA
DAVID W FOWLER
ROBERT ANGUS GUY
WILLIAM M ELWELL
ALAN LEE SILVERMAN
GREGORY HARRIS SILVERMAN
KAREN GODWIN GODDARD
PAUL MICHAEL GAMES
STEPHEN MICHAEL LEAVITT
NATHANIEL JAY TILTON
PATRICIA ELLEN ROSEN
SCOTT DAVID NELSON
COREY ALAN SCRUPPS
STEPHEN P BLANCHETTE
ALLISON V DELENA
TIMOTHY VAN KLEECK HELMAN
REBECCA JANE SCHRUMM
MICHAEL THOMAS HOUGHTON
SHEILA BRAND STEHLIN
TODD A EHRENBERG
JOHN GILDERSLEEVE MEAKIN
Evan Arnold
PATRICK MICHAEL FULLER
BETH ANN CASTANTINI
CHARLES MALCOLM JOHNSON
THOMAS G. DWYER
Joseph Robert Perusse
RYAN JAMES SMITH
Dylan M Burling
MICHAEL JOHN MURPHY
PAUL M ACCARDI
ZACHARY Steven GOLUB
ZACHARY MILES LONGLEY
STEPHEN DALE MCFEELY
DAVID ANDREW BLAKE
William Cushing
DANIELLE SHIRLEYANN HOLMES
John Roland MacDonald

Within 25 miles of Salisbury, MA, Best Investors lists 242 registered investment advisory firms with 564 offices nearby, managing about $14.6T in combined regulatory AUM across 2,802,699 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 Salisbury

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM