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Best financial advisors in South Carver, MA

Registered advisers within 25 miles of South Carver, MA.

Offices
283
Firms
112
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,610,040 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

CONDON WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FLAGSHIP HARBOR ADVISORS, LLC
EDWARD JONES
TYLER STREET CAPITAL
1620 INVESTMENT ADVISORS, INC.
SIMPLICITY WEALTH
THE AMERIFLEX GROUP
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
CAMBRIDGE CAPE COD ADVISORS, LLC
BALDWIN WEALTH PARTNERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COTTAGE STREET ADVISORS
OSAIC WEALTH, INC.

Investors

THOMAS LEO CONDON
SEAN MICHAEL CONDON
JOSEPH F PIERCE
Schuyler G Wakefield
JOHN C RILEY
KIMBERLY ANN KELLY
STEVEN BRETT BRUCE
William Arthur DePaul
Robert Brian Pineau
TODD ADAMS JOHNSTON
KYLE ANTHONY JOHNSTON
WILLIAM DUNCAN BENJES
SUSAN MARY ROURKE
THOMAS NOEL FADDEN
SARA DANIELLE Kappos
DANIEL ROMAINE
RICHARD ROBERT ROSSOMANDO
BRIAN MARK MCNAMARA
LISA ELLEN EILERS
GEORGE WOERDEMAN
ALBERT MICHAEL STANTON
GREGORY COLEMAN FENTON
Philip Michael Mondeau
KIMBERLY WILKES TIRRELL
KATHRYN SHAW ROWE
MICHAEL NMI BALDWIN
ANDREW FLETCHER MCINTIRE
STEVEN THOMAS DEAN
ERIC HAAKON STRAND
WILLIAM HARVEY MARVEL
KIMBERLY MARIE SWIFT
NATHAN D. STEWART
JOHN ROBERT PRYS
CRAIG R. DUMAS
ARI SALAMON LAZAR
KELLEY ELIZABETH MCGOLDRICK
BONNIE SUSAN KIRCHNER
MICHAEL KIM DAVIS
ROBERT HENRY GLEASON

Within 25 miles of South Carver, MA, Best Investors lists 112 registered investment advisory firms with 283 offices nearby, managing about $12.1T in combined regulatory AUM across 2,610,040 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 Carver

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM