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Best financial advisors in So Easton, MA

Registered advisers within 25 miles of So Easton, MA.

Offices
1,755
Firms
934
Combined AUM
$40.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,513,690 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
GREAT OAK CAPITAL PARTNERS, LLC
FIVE CORNERS FINANCIAL SERVICES
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
CLARY FINANCIAL, INC
RBC CAPITAL MARKETS, LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Investors

JORDAN LANE COHNE
GLENN ALLEN LEVINE
STEVEN R MADEIRA
STEPHEN ANTHONY ADAMS
STEPHEN ANTHONY DELLELO
JASON ANDREW COOPER
CHERYL A BUSH
MARTIN EUGENE PAUL
John William McBride
Andrew David Carl
JOHN RUSSELL NOONAN
WILLIAM R SYLVIA
JOSEPH F ARSENAULT
MARK DAVID MCAULEY
WILLIAM ROBINSON DRISCOLL
John Philip Cooney
ADAM JAY RUDIKOFF
ALAN ERIC SLAVIN
Eileen F Holzman
WILLIAM JOHN SEMPOLINSKI
JOHN LAVASSEUR
Robin Jeanne Urciouli
Kevin Gunning
JOHN THOMAS GUNNING
MAUREEN MCCARRICK
FRANK MOY
JASON R CLARY
ROBERT NICHOLS CLARY
KEVIN LEE WILLIAMS
NORA YOUSIF
Rebecca Faith Morin
Curtis Rafter
JOANNA LIBBY BISHOP
STEPHEN PASSIAS
MICHAEL SCOTT ROTHBERG
Michael Charles Verde
Chad P Bearce

Within 25 miles of So Easton, MA, Best Investors lists 934 registered investment advisory firms with 1,755 offices nearby, managing about $40.6T in combined regulatory AUM across 3,513,690 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 So Easton

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