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Best financial advisors in SOMMERVILLE, MA

Registered advisers within 25 miles of SOMMERVILLE, MA.

Offices
2
Firms
2
Combined AUM
$3.15T
Firm-wide filings, not assets booked only here
Clients
34.4K
34,362 clients when Item 5C has a number
Avg / client
$91.7M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ADVISERS LLC

Investors

Nathaniel AriasVelez
JULIA REBECCA HIRSCH

Within 25 miles of SOMMERVILLE, MA, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $3.15T in combined regulatory AUM across 34,362 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 SOMMERVILLE

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM