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Best financial advisors in Saugus, MA

Registered advisers within 25 miles of Saugus, MA.

Offices
2,220
Firms
1,140
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,449 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

TRUST ADVISORY GROUP LTD
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRYSTAL CAPITAL MANAGEMENT CORPORATION
TIMOTHY CHARLES FINANCIAL, LLC
R.A.I. FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
INTEGRATED WEALTH CONCEPTS LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.

Investors

ANTHONY DAVID SPEZIALE
FRANK ANTHONY PERELLA
Fabiola Louis-Jean
Harold Jay Zazula
WILLIAM LAWRENCE BURTON
TIMOTHY CHARLES MORTELLITE
JOHN JAMES MEKLIS
JOSEPH MICHAEL ROSANO
KEVIN DAVID DOUGLASS
MICHAEL ANTHONY GIANNATTASIO
Christopher Clark Cinella
Karen Laplante
JUSTIN DELANEY
PATRICK W PIRONE
BENJAMIN C BRAYSHAW
RICHARD JOSEPH TARTARINI
KENNETH LOWELL MORAN
JOSEPH S SABELLI
NISHAN DICKRAN MOOTAFIAN
Oscar G. Rodriguez
Ari J. Goldfine
JOSEPH E SHEA
SCOTT P BROGAN
JOHN JOSEPH GREGORIO
FRANK JOSEPH SWEENEY
ELIZABETH ANNE MCLAUGHLIN
DANIEL RICHARD SANTANELLO
ROBERT DRISCOLL ELLISON

Within 25 miles of Saugus, MA, Best Investors lists 1,140 registered investment advisory firms with 2,220 offices nearby, managing about $42.0T in combined regulatory AUM across 3,546,449 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 Saugus

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