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Best financial advisors in Shirley, MA

Registered advisers within 25 miles of Shirley, MA.

Offices
636
Firms
256
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,042,639 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE PRACTICAL PLANNER
CITIZENS SECURITIES, INC.
EDWARD JONES
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
LPL FINANCIAL LLC
SOUND INCOME STRATEGIES, LLC
OSAIC WEALTH, INC.
INTEGRATED WEALTH CONCEPTS LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.

Investors

Rose Ann Smart
DANA EDMOND GILPATRICK
PATRICIA ANN KONETZNY
JOHN HENRY KONETZNY
Patrick Hurley
ERIC V SECHMAN
Benjamin G Woolfrey
THOMAS FRANCIS WHEELER
RYAN RAYMOND LEBLANC
JOHN JOSEPH DIBENEDETTO
Keith Najjar
Peter Torrey Fredericks
DAVID MICHAEL EARLS
ANTHONY JOHN COLETTI
Paul Joseph Chlebecek
Mark Clayton Collier
Corey F Lefavor
Mark Anthony Montaquila
JAMES E. ELLIS
BRIAN HOWARD SARANOVITZ
WILLIAM DANIEL HACKLER
BRITTNEY JANE SANTOS
ROBERT A CURTIS
PATRICK THOMAS ENGLISH
John Patrick English
MARK CHRISTOPHER BOLDEIA
DAVID ANDREW RAMPELLO
MATTHEW CHRISTIAN SMITH
Elizabeth A Hagan
WAYNE PETER CARNEY
LEE ANN NAULT
JOHN ANTHONY MEUSE
MARK ANTHONY VASAPOLLI
SUSAN DORVAL DORSEY
Peter Derek TenBroeck Jr.

Within 25 miles of Shirley, MA, Best Investors lists 256 registered investment advisory firms with 636 offices nearby, managing about $14.2T in combined regulatory AUM across 3,042,639 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 Shirley

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM