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Best financial advisors in South Grafton, MA

Registered advisers within 25 miles of South Grafton, MA.

Offices
642
Firms
271
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,758,042 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
GIRARD CAPITAL MANAGEMENT
YARRINGTON MANAGEMENT COMPANY
THE PATRIOT FINANCIAL GROUP, LLC
PRIVATE ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC

Investors

PETER FRANCIS CARDOZA
Mei Leung Dow
Alexis Katerina Hamada
ARMAND GERARD COTE
Michelle Rose Cote
Thomas Patrick Clinton
Paul Henry Couture
ROBERT HUGHES
STACIA PATTON-BOWE
GREGG CHARLES PARKER
Madhusudan Nambrath Nair
Matthew Sexton
DANIEL F GIRARD
JOSEPH DANIEL MURPHY
Tyler Smith
David Michael Girard
DAVID SCOTT MCLAREN
CHRISTOPHER PETER PROVO
Theodore Provo
GREGG ROBERT MANIS
JAMES ALLEN VALIS
JOHN ANTHONY POSTIZZI
NANCY LESLIE-SCANLON MALONE
John P Corron
Nina Bond
GREGG ANTHONY CATSOULIS
JODY YOUNG CLEMENT

Within 25 miles of South Grafton, MA, Best Investors lists 271 registered investment advisory firms with 642 offices nearby, managing about $16.2T in combined regulatory AUM across 2,758,042 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 Grafton

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