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Best financial advisors in Southboro, MA

Registered advisers within 25 miles of Southboro, MA.

Offices
1,991
Firms
1,054
Combined AUM
$41.4T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,534,194 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

BORTOLUSSI WEALTH MANAGEMENT, INC.
FITTS FINANCIAL
CREATIVE PLANNING
FOCUS PARTNERS WEALTH, LLC
MML INVESTORS SERVICES, LLC
LIVELIFE CAPITAL PARTNERS LLC
FINANCIAL FOUNDATIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PENFACS FINANCIAL SERVICES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SHIMKUS, PETER E
IBN FINANCIAL SERVICES, INC.
AAF WEALTH MANAGEMENT, LLC
CADENCE WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC

Investors

BRUCE SUTHERLAND HULME
Christopher Warren Fitts
DANIELLE MARIE LEARY
MATTHEW K ELSENBECK
REBEKAH ANN PENNELL
ERIC GANELES
RICHARD EVAN ROSENTHAL
CHRISTOPHER ALAN MENINNO
GARY JOHN THIBEAULT
JUSTIN J SLATTERY
Derek Knight Fairchild
MICHELLE VALANTE BEAUSEJOUR
DAVID JOHN MINGORI
MARK RALPH MCMANUS
DEMETRA J MOORE
ANDREW ROBERT JOYCE
John Winthrop Foley
BEAU Rylie YURKEVICIUS
Pouya Mohammad Jalili
MARGARET E SIMONDS
SUSAN R FECHTOR
CHRISTOPHER ROBERT FISHER
SHAWN MATTHEW MAURO
ADAM SCOTT CEFALO
ALEX PHILIP RANERE
ANTHONY VELOSO
BRYAN A AMANDOLARE
MICHELLE MORRISSEY
Alexander Joseph Figueiredo
NICHOLAS SALVATORE COSENTINO
JASON ALLEN REESEY
DAVID ANDERSON
CHRISTINA VASILIADIS MITKONIS
Lauren Campbell
Joshua Edward Olson
SAMUEL D. QUOOS
ANTHONY JOSEPH SCOLA
GENNADY SAM SHUSTER
Michelle Andrade De Morais
JAMES Edward MCINTIRE
William Harmer
Shane Walsh
ASHLYN R KELLY
Alec Daniel Duncan
Christopher Cole Wilson
WILLIAM LEWIS DUSETT
BERNARD SAUL RAVELSON
LOUIS KEVIN JEFFRIES
Andrew C Grande
Jing Yang
Michael E Abramo
John P Fronek
John Stulpin
Richard A Bagby
Elina Doszhan
MICHAEL ALAN BRAMLEY
Scott Vander Veen
JAY THOMAS LIND
Matthew Ralph Ellsworth
Seth Alexander Thompson
Nathan DeGregorio
ERIK RONALD DEGREGORIO
RONALD PETER DEGREGORIO
ANTHONY R COLLETTI
JASON PAUL HOLLOWAY
PETER EDWARD SHIMKUS
William Francis Bonk
ANDREW EDMUND HAMMOND
JONATHAN SETH BLOOM
EMILY BARD LEVINE
Russell Christian Almstrom
KEVIN PATRICK HODSON
CARMEN MARIE GRINKIS
GRIGORIY GRINSHTEYN
STEVEN JOHN DEBOTH
THOMAS GARTH SHIFFER
Casey Daniel Clarke
JAMES ANDREW LAITE
MICHAEL GEORGE DOWNEY
MICHAEL ADAM ROUSSEAU
BRIAN DAVID KENNEDY
KATIE-LEE KALLIN
ANDREW G BONETTI
Mark Benjamin Rosen
RICHARD THOMAS MOORE
JONATHAN MICHAEL ALBANO
JONATHAN EDWARD LILJA
DANIELLE DREW
JARED T EVANGELOUS
JUSTIN ANTHONY GIULIANO
JOHN PAUL MAHER
AMANDA NICOLE HANCOCK
Vincenzo Mark Palmerino
James Cawley
Jack Patrick McGauley
MARK HENRY PALMERINO
William Reyes Heines
DAVID AARON BORDEN

Within 25 miles of Southboro, MA, Best Investors lists 1,054 registered investment advisory firms with 1,991 offices nearby, managing about $41.4T in combined regulatory AUM across 3,534,194 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 Southboro

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