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Best financial advisors in Somerset, MA

Registered advisers within 25 miles of Somerset, MA.

Offices
487
Firms
198
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,881,689 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
DANA R. NORMAN
OSAIC WEALTH, INC.
SOUTH COAST PLANNING & WEALTH MANAGEMENT
SOUTHCOAST ADVISORY GROUP, INC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
SUCCESSFUL MONEY STRATEGIES INC
EDWARD JONES
NORTHEAST CAPITAL MANAGEMENT, INC.
BELPOINTE ASSET MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC

Investors

MICHAEL JOHN FALCON
LISA GRAHAM
DANA ROBERT NORMAN
RAYMOND DESORMIER
Daniel Silva Pinheiro
MARK NASSIFF
STEPHEN ROBERT KARAM
JOHN LESTER PIGEON
DENNIS JUDE O'KEEFE
Edward Thomas Armstrong
Andrea Marie Tremblay
ROGER H SAINT-PIERRE
JOHN A VARAO
DEREK JOHN VARAO
Jake Joseph Generazzo
JAMES RICHARD FONSECA
CHERYL ANN FONSECA
ROBERT ROLAND LEVESQUE
Mark L Tremblay
MARCEL ANDRE GADBOIS
Ismael Tavares
CARLOS MANUEL OLIVEIRA
Zachary James Costa
BERTO CABRAL
Edward Burnett

Within 25 miles of Somerset, MA, Best Investors lists 198 registered investment advisory firms with 487 offices nearby, managing about $14.7T in combined regulatory AUM across 2,881,689 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 Somerset

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM