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Best financial advisors in Sharon, MA

Registered advisers within 25 miles of Sharon, MA.

Offices
2,059
Firms
1,093
Combined AUM
$41.4T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,522,818 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
KELLY FINANCIAL SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TITANIUM ADVISORS, LLC
FOX HILL WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
INTEGRATED WEALTH CONCEPTS LLC
BYRNE FINANCIAL FREEDOM, LLC
PROACTIVE FINANCIAL SOLUTIONS 360, LLC
RICHARDSON FINANCIAL SERVICES
NAPIER FINANCIAL
MG FINANCIAL LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
GREAT VALLEY ADVISOR GROUP, LLC
VOYA RETIREMENT ADVISORS, LLC

Investors

STEPHANIE RAE GALLEGOS
CHAD WILLIAM GUTNER
Kevin Alexander Cotton
MICHAEL James QUINN
SARAH MAY NEWELL
DAVID JOSEPH MERRIGAN
ERIC PAUL MERRIGAN
MARY MADELINE WARREN KELLY
ADAM KIMBALL LADD
CHRISTOPHER PETRIK
Margaret M Goddeau
Marc A Kurzberg
Linh G Nguyen
KEVIN LEE NULTON
WILLIAM RYAN
Ian Sanderson McConnell
PATRICIA BRYNIARSKI WELSH
MICHAEL DOHERTY BROWN
JETHRO SAAH KOLLIE
Eric Christopher Benz
Christopher Antolini
KEVIN ALLEN AUERR
LOUIS Leon KLINE
STEVEN FRED PARKINSON
JOSEPH FRANCIS ZANCA
TIMOTHY ANDREW DEMERITT
JOSEPH GERARD BYRNE
Christopher Raymond Byrne
Ryan James McCormick
JASON SCOTT WEISS
JAMES GARY WALSH
Christopher David Gauthier
VANNAK SAO
STEVEN MICHAEL RICHARDSON
BRIAN HOWARD MAXFIELD
EDWARD MICHAEL PITTS
Caleb Smith
Dante Marco Coppola
ADAM J DANI
ALEXANDER GREGORY WEISS
ROBERT CHRISTOPHER NAPOLITANO
ANNE NICOLE GOUTHRO
THOMAS HASTINGS FLETCHER
JOHN PAUL NAPOLITANO
Kate Elisabeth Chilson
Michael Thomas
MARY ELIZABETH GILLIGAN
MICHAEL ALAN SHERMAN
Donna Marie Gurreri
BARRY A POLLEY
Steven Hunt Galavotti
JOSEPH ANTHONY SPARTA
CHARLES A JOHNSON
Matthew Dake Thomas
Zachary A Candelore
Will Young
ANDREW CHARLES RODRIGUEZ
Michael Dean Jund
Robert Nestor
GARY RICHARD OMAN
GEORGE V HOWE
EDWARD WILLIAM QUIRK
TRAVIS M LOWE
THOMAS JOHN LALLY
GEORGE THOMAS CLARKE

Within 25 miles of Sharon, MA, Best Investors lists 1,093 registered investment advisory firms with 2,059 offices nearby, managing about $41.4T in combined regulatory AUM across 3,522,818 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 Sharon

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