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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

TIDE CYCLE RESOURCES LLC
MODERN FINANCIAL WELLNESS
WOLF PINE CAPITAL
DREW WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NEW EDGE WEALTH
NEWEDGE ADVISORS
DIVERGENCE WEALTH MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
F L PUTNAM INVESTMENT MANAGEMENT CO.
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
AMERICAN FOUNDRY INVESTMENT ADVISORS
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
WHOLE WEALTH MANAGEMENT

Investors

JEFFREY ROBERT CROTEAU
KATE DOUGHAN DUMAS
JAMES VINCENT GRACE
Peter Willett Ankeny
NICHOLAS ROBERT DREW
SHANE EUGENE MERRITT
CHRISTOPHER BRADLEY AYER
JOHN WILLIAM MORLOCK
GAUTIER F WALLAERT
MELODY SUSAN EVANS
CHRISTIAN THOMAS HABERSHAW
ERIK PAUL LORANGER
John H Swartz
BRIAN DOUGLAS VERVILLE
Mike E Gula
MICHAEL JAMES HANLON
DAOSITH SAMUEL LEMAY
MICHAEL A DESCLOS
TIMOTHY RICHARD HAMILTON
THOMAS DAVID BURLEIGH
MARK VINCENT VITALE
BARRETT WELDON COSTELLO
Jeffrey Scott Magson
SCOTT TRAVIS WHITE
JASON FREDRICK SMITH
Jason Michael LeBlanc
Joseph St Pierre
Steven M Ryan
ROBERT NILS STREED
Ryan Bouchard
ANDREW WILLIAM CHACE
JENNIFER L BEVINS
Daniel Joseph Delaney
DANIEL R PAYSON
SCOTT ALAN LEWANDOWSKI
JAMES M LORENZ
SHIRLEY A REED
STEVEN J. HOULE
DUSTIN HENRY LOCKARD
ERIC P MORIARTY
SIOBHAN M. MOORE
DANIEL HUGHES
HEIDI SPRINGMANN
RYAN HAYES PETERS
DANIEL A DICESARE
CHARLES MACEACHERN
LAN-VI DAO
JAMES EDWARD LOUKO
KURTIS B JOLICOEUR
CHRISTOPHER S. KELLETT
YANNICK A RASMUSSEN
KEITH PEYSER
CAMERON DECRISTOFARO
GRIFFIN GAGNE
TELA GERBER
BRYCE P. HAYNES
Raymond-Oliver Richard Alvarez
Matthew Meader
Blake Andrew Bachry
Kimberly S Williams
ROBERT CAPUTO
BRAD A AHAM
PAUL ZIOLKOWSKI
ROBERT RUBANO
Katie Jane McDonald
Phillip Edward Panici
MATTHEW JAMES SOTIR
LUKE THEODORE SOTIR
Joel Kapelson
Conor Aten
Abednego Tonderai Nakoma
TIMOTHY JAMES CAVANAUGH
DOUGLAS ANDREW NELSON
ZACHARY STEPHEN GEORGE
MICHAEL JOSEPH WINN
MARK EDWARD RABBE
Joshua P Sanchez
John R Muldoon
Amy B Hallal
THOMAS SCOTT DUDLEY
Stephen Lindsey Polhemus
Daniel Michael Lee Thompson
LINDSEY NORRIS POLHEMUS
RICHARD JOHN DEMARCO
STEPHEN DEMARAIS
JULIA THOMPSON
ANTHONY JAMES ANNINO
CHELSEA JULIE POLHEMUS
ZACHARY EDWARD SLATER
Sharon Harkinson
Hayden Jervis Dieterle
GARY B. GHIGLIOTTI
HUGH EDWARD JENCKS
JAMES W. FOGARTY
JEFFREY WILLIAM KEEFE

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