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Best financial advisors in South Lynnfield, MA

Registered advisers within 25 miles of South Lynnfield, MA.

Offices
2,089
Firms
1,105
Combined AUM
$41.9T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,544,538 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
CRR WEALTH MANAGEMENT
F L PUTNAM INVESTMENT MANAGEMENT CO.
COMMONWEALTH FINANCIAL NETWORK
BG FINANCIAL PLANNING
WHITMAN FINANCIAL SERVICES, LLC.
INTEGRATED WEALTH CONCEPTS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
R.A.I. FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
TIMOTHY CHARLES FINANCIAL, LLC
TD PRIVATE CLIENT WEALTH LLC
SIMPLICITY WEALTH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JOHN S ROCCO
Christina OConnell
JOHN FRANCIS RIZZO
KIMBERLY ANN RATCLIFFE
JONI A STONE
ROBERT BRANDT HEITZMAN
REED THOMAS MANNING
RYAN BERNARD MCQUILKIN
YVAN PHILIPPE BODART
TODD CHRISTOPHER MILLS
CHRISTIAN DAVID MCVEY
JOHN JOSEPH GREGORIO
FRANK JOSEPH SWEENEY
ELIZABETH ANNE MCLAUGHLIN
DANIEL RICHARD SANTANELLO
ROBERT DRISCOLL ELLISON
IANKA TOCHEVA RANDO
LYN ALLISON PARKER
JOSEPH S SABELLI
NISHAN DICKRAN MOOTAFIAN
PATRICK W PIRONE
BENJAMIN C BRAYSHAW
RICHARD JOSEPH TARTARINI
KENNETH LOWELL MORAN
JOHN JAMES MEKLIS
JOSEPH MICHAEL ROSANO
KEVIN DAVID DOUGLASS
MICHAEL ANTHONY GIANNATTASIO
TIMOTHY CHARLES MORTELLITE
THOMAS ORCUTT
ROBERT A PROUSALIS
PAUL THOMAS LYSAN

Within 25 miles of South Lynnfield, MA, Best Investors lists 1,105 registered investment advisory firms with 2,089 offices nearby, managing about $41.9T in combined regulatory AUM across 3,544,538 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 Lynnfield

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