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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

CAPITAL ANALYSTS
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GOODMAN ADVISORY GROUP, LLC
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
M HOLDINGS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ARMSTRONG ADVISORY GROUP INC.
WINDROSE ADVISORS LLC
HLM MANAGEMENT CO., LLC
PENSION & WEALTH MANAGEMENT ADVISORS
ALLWORTH FINANCIAL, L.P.
CITIZENS SECURITIES, INC.
USA MUTUALS ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
MML INVESTORS SERVICES, LLC

Investors

DAVID SHNITZER
CHRISTOPHER ROBERT KETCHEN
Mario Encarnacion
STEVEN MARTIN GOODMAN
DEBORAH NICOLE GOODMAN
JOSEPH PAUL ROFINO
ROSALIE CRYAN
BRAD EDWARD BARTHELEMY
BERNARD JOHN LYNCH
SANGITA JOSHI ROUSSEAU
JENNIFER F SHEPLEY
MARTIN FARRELL LOWENTHAL
MARK LESLIE POITRAS
DOUGLAS ROBERT REISS
MARSHALL J DODGE
Yina Bae
MICHAEL SHTIFTER
ALEX BURNS
JAKE MICHAEL ROZHANSKY
Christopher Wilson Mackey
Fredric Dana Kaplan
JOHN WALES REEDER
RICHARD A BELOFSKY
RICHARD PARMELE PAINE
NANCY P GARRISON
THOMAS JAMES HARMON
EVAN MITCHEL BANKS
JONATHAN F SULLIVAN
GRACIO A GARCIA
DAVID PAUL MERCADANTE
MICHEL R SCHEINMANN
ZVI SHTIFTER
MICHAEL D HERTZ
PETER C LEDDY
JAMES A BRICKER
DONALD H GOTTFRIED
STEVEN MISDEA
NICHOLAS M PETERS
ROBERT H FURLONG
BRIAN PATRICK MCGRATH
BRAD R CHAMPION
RICHARD ALAN HOWELL
YOON-HI KING
ANDREW ALTENBACH
DYLAN BRADLEY GROCER
JONATHAN BARNETT
JENNY Sabina HALLSTROM
Shane Coen
Spencer Thomas Plassman
Nathan James Sullivan
Jason Rollins
MICHAEL L ELCOCK
BARRY D ZIMMERMAN
GERARD BRICE FRAWLEY
BORIS LOKSHIN
YAN JOSEPH KATZ
WILLIAM E O MALLEY
LEIGH ALAN MCCLOSKEY
SAMUEL AUGUST BOHMILLER
RYAN P COBURN
Sara Jane Letourneau
RYAN CAMPBELL
AMY S LAMPERT
RICHARD L POITRAS
KENNETH E DAVIS
VINCENT JAMES SACCONE
KEVIN S SCHNEIDER
GARY JOSEPH PETERS
Lydia Asaf
ANDREW SCOTT KEHOE
SETH MEDALIE
Matthew Grabowski
Stephen Bennie
Samantha Jo Wineke
THOMAS JOHN LICCIARDELLO
GREGORY JOHN MCLAUGHLIN
PETER AARON SECHOKA
KEVIN GARRETT HILL
ANTHONY RALPH DI CHIARA
JULIE ANNE PATTERSON-D'ANGELO
MICHAEL PAUL FORNAL
JULIE L DONARUMA
MAX MORGOVSKY
MARK CHRISTOPHER SULLIVAN
GEORGE ANDREW BERNET
ADAM M SACHS
KEVIN JOHN KOGUT
ADAM PETER MARINO
ERICA LYNN MELLONE
ROBERT C BASIRI
BRITTANY MARIE RUSSELL-PORTER
AIDAN ROGERS MURPHY
PATRICIA MARIE CURRAN
GREGORY R FORTIER
Scott cicerone
Gregory M OConnell
JOHN PAUL BERNIER
MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley
Cash Patterson Armstrong
CHARLES ZODDA
PAUL MICHAEL LANE
MICHAEL SARGENT ARMSTRONG
MARK STUART SCHAFFER
Chiquita Rice
PAUL KENNETH MUTCH
GILDAS QUINQUIS
Reilly Thomas Dahlquist
Adam Robert Ladd
WILLIAM A HEITIN
Josette Beatrice
NEIL GRAHAM MCINNIS
BRIAN THOMAS GASBARRO
Christopher Arnold Ray
Bradley Clark Cannon
George Paul Webb
JAMES MICHAEL BOYD
ROBERT DAVID SANDLER
THOMAS E WADE
ANDREW JOHN POWERS
CRAIG ODELL BAILEY
GAVIN MICHAEL MORRISSEY
Greg Gohr
Meagan H Swanson Rogers
SIMON JOHN HESLOP
KENNETH ROBERT POLAY
PAUL SCOTT POMERANTZ
ROGER HENRY INGWERSEN
MICHAEL WALTER FREEMAN
PAUL CONDE STREHLE
JOHN THOMAS CONTE
KURT LOVELL
JAMES ROBERT GRIGLUN
ANDREW COE CLEARY
Timothy James Over
ROBERT LESTER PORACK
DUSTON LADIEU
SETH RAYNOR WALTZ
CHRISTOPHER MICHAEL RIFFLE
DANIEL J CAPPUCCI
ROBERT SAMUEL BERMAN
John Edward Brady
EMILY MARIE SIMCOKE
RAYMOND JOHN PEDRICK
Aline Yurik
SOPHIE BARROW
GEORGE FRANCIS GRANT
JOHN STEPHENSON CHRISTO
MARGARET E SIMONDS
MARIBETH SCOTT
MARK ANDREW UZZELL
KIRA ROBINSON-KATES
BRIAN ROBERT POPIEL
STEVEN Karnig JOHNIAN
REBECCA FRANCES SACCONE
JAMES STEPHEN WOLFSON

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