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Best financial advisors in South Lawrence, MA

Registered advisers within 25 miles of South Lawrence, MA.

Offices
1,820
Firms
968
Combined AUM
$41.1T
Firm-wide filings, not assets booked only here
Clients
3.37M
3,367,660 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

COMPASS CAPITAL CORPORATION
LCW PLANNING AND INVESTMENTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
GARCH CAPITAL LLC
VALIC FINANCIAL ADVISORS, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
CONNOLLY FINANCIAL ADVISORS, INC.
FOCUS PARTNERS WEALTH, LLC
BRADFORD FINANCIAL SERVICES CORP
SIMPSON INVESTMENT COUNSEL
OSAIC WEALTH, INC.
NORTHERN CAPITAL SECURITIES CORPORATION
WESTMINSTER FINANCIAL ADVISORY CORP
SANTANDER SECURITIES LLC

Investors

THOMAS JOHN LICCIARDELLO
MARK JOSEPH ALAIMO
ROBERT ANDREW CERNIGLIA
Mark Chmiel
CLINTON HYLAND
ROBERT BYRON TRUDO
MATTHEW NARDONE
RAFAEL BRITO
PAUL CONLON YANNALFO
Rawad Kassem
ROSEMARIE ANN CONNOLLY
Afsana Jahan
HARALAMBOS IGNATIOS KITSOS
ROBERT T LEONARD
EDMUND JOSEPH HAUGHEY
MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK
STEPHEN GILBERT RYE
MAURICE JASON KAUFF
DAVID GRANT OLDAKER
Dylan Jacob Fernandez
THOMAS FRANCIS LABRIE
BRIDGET MAHONEY GRELLA
John Ryan Halloran
Norine Lima
Blake ONeal

Within 25 miles of South Lawrence, MA, Best Investors lists 968 registered investment advisory firms with 1,820 offices nearby, managing about $41.1T in combined regulatory AUM across 3,367,660 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 Lawrence

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