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Best financial advisors in Southborough, MA

Registered advisers within 25 miles of Southborough, MA.

Offices
1,993
Firms
1,055
Combined AUM
$41.4T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,534,195 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

ONEAMERICA SECURITIES, INC.
BEACON POINTE ADVISORS, LLC
SHELTERED GARDEN FINANCIAL GROUP LLC
COVALENT PARTNERS LLC
ALTA EQUITY PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HERITAGE FINANCIAL NETWORK, INC.
SECHREST FINANCIAL SERVICES
THURSTON HALL INVESTMENT RESEARCH, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
BEAUMONT FINANCIAL PARTNERS

Investors

THOMAS VINCENT ALESSI
JOHN PAUL ORTHMAN
GARY ABBOTT DOODLESACK
CRAIG E RICHARDSON
Vikas Issar
JOANN R NAPOLI-WINANT
William John George
GEORGE THOMAS GATZUNIS
Bolaji Richard Odusanya
Vivian Cam
Peter Rodis
JOHN PRICE HUNTINGTON
JOHN VINCENT DILORENZO
JOHN WILLIAM BREEDLOVE
Melanie R Krupa
Jerry Thomas Alberico
Andrew Francis Holmes
LYMAN HOOD JACKSON
RICHARD HOWARD FINGERMAN
Dillon Frederick Driscoll
Ryan Sheehan Creegan
Erin Rose Sullivan
KELLY LYNN COLLINS
CHARLES ROBERT LAWSON
JAMES DONALD LAWSON
Katherine Frances Kiezulas
JAROD JONATHAN BLOOM
Olivia Martha Harrison
MARIE ELIZABETH ST. CLARE
CHRISTOPHER CARL ANDRYSIAK
EDWARD JOSEPH SAMP
FREDERICK HOTCHKISS MILLER
MARINA CEKANI
SID CHAUDHRY
Charles Franci Wheeler
Karthik Baikady Rao
RUSSELL JAMES DOLAN
Michael Andrew McGibbon
Marykate Taylor
FRANCIS J BURGOYNE
Kelly C Hoehmann
Federico Medina
Alexi Aris Tsolirides
ALLISON GOLDEN GAINES
SHAW-WEN YANG
XIAODONG WU
Weicheng William Feng
ANNA YANHONG LIU
MERRIE LIU MOY
Yang Cai
Jeffrey Alan Monfette
DANIEL RICHARD GARRON
BRIAN DONALD CORCORAN
THOMAS JOSEPH CAHILL
ROBERT J DEPASCALE
DANIEL BRAM JACOB
BRANDON GUY BEAUVAIS
OWEN GILMORE
GAVIN KINGSLEY DAVIS
Cheryl Anne Fortier
John Arthur Cahill
CHARLES MICHAEL GARABEDIAN
PETER MICHAEL GIRARD
JOHN FORBES BARBER
PHILIP JULIEN DUBUQUE

Within 25 miles of Southborough, MA, Best Investors lists 1,055 registered investment advisory firms with 1,993 offices nearby, managing about $41.4T in combined regulatory AUM across 3,534,195 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 Southborough

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