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Best financial advisors in South Boston, MA

Registered advisers within 25 miles of South Boston, MA.

Offices
2,209
Firms
1,146
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,548,859 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

ORVIETO PARTNERS, L.P.
WOODSTOCK CORPORATION
IRONWOOD INVESTMENT MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
WAVE EQUITY PARTNERS
NORTHEAST INVESTMENT MANAGEMENT INC
PATHSTONE
KALEIDOSCOPE CAPITAL
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
FIRST TRUST ADVISORS LP
ZEVIN ASSET MANAGEMENT, LLC
STEP FUNCTION VENTURES MANAGEMENT LLC
CITIZENS SECURITIES, INC.
BOSTON FAMILY OFFICE LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
PUREFI WEALTH, LLC

Investors

LISA MARIE SUPPLE
ROBERT B. SANDERS
James H. Garrett
THOMAS CHARLES STAKEM
ADRIAN GREGORY DAVIES
David Michael Layden
BENJAMIN GARDNER DAWSON
Charles A McDonald
WARREN JOHN ISABELLE
DONALD COLLINS
BRIAN JOSEPH MCKENNEY
KENNETT HUDSON FISK
SCOTT LEE SMITH
BRIAN DOUGLAS MCCALL
Colin P Molloy
Jared L Ginnetty
JUSTIN E OATES
ROBERT MICHAEL KANE
Christopher Paul Harris
JOHN ROBERT LAWRIE
JEFFREY PAUL BEZANSON
KELWIN CONROY NEWMAN
LAUREN ASHLEY FINN
KELLY JEAN MAREGNI
JEFFREY PINE SCHEER
ELIZABETH ALENE SHEA
MARK NESTRUD PETERS
Trevor John Foehr
Alexander Joseph Hart
LORI LYNN WHITING
KATHERINE PATRICIA BAKER
Grady Douglas Robbins
RYAN STANLEY JORDAN
DONALD JOSEPH GREGORY
KEVIN JAMES CALLAGHAN
Brian Gerard Donoghue
MARK CHRISTOPHER GOLDEN
GREGORY DENNIS BURD
SUSAN ELLEN PLUNKETT
Andrew John Heidenthal
Weiland Johnson
Thomas Walbrun
JANE LIOU LI
STEVEN ANDREW DRAY
CATHERINE VANESSA FADDIS
Christopher Robbi Harris
Angelica Faye Andreotti
Frodo FENG
MICHAEL JOSEPH DORSEY
PEDER CHRISTIAN JOHNSON
ROMAHLO IVAN WILSON
DYLAN CHAMBERLAINE BRIX
BENJAMIN TAYLOR RICHARDSON
JOHN KEVIN O'KEEFE
WILLIAM FRANCIS SCOLA
SEAN MICHAEL DEAN
WILLIAM MICHAEL O'MALLEY
JOHN JOSEPH OLOHAN
KYLE EDWARD OBRIEN
CHRISTOPHER ELLIOT MORAN
SORIN TOMAS MARINESCU
George William Bryan
KIMBERLY ANNE FIGENBAUM
RICHARD JOHN JOHNSON
WILLIAM WADSWORTH YOUNG
LELAND BRIAN MCDONOUGH
JOSEPH ANTHONY GALLUZZO
ALFRED CUTLER BARNES MCNEVIN
CHRISTOPHER MARK MORAN
DANIEL LOUIS FITZGERALD
Whitney G Hartstone Parry
CHARLES BRADY CORKERY
PAUL MICHAEL SIMONS
CHRISTOPHER BARRY ROY
Nicole Anne Bogert
WILLIAM ALLEN NICHOLS
TIMOTHY RICHARD JONES
SANDY MICHAEL GALUPPO
GEORGE T FERREL

Within 25 miles of South Boston, MA, Best Investors lists 1,146 registered investment advisory firms with 2,209 offices nearby, managing about $42.2T in combined regulatory AUM across 3,548,859 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 South Boston

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