Best Investors Account Sign in

Best financial advisors in Spfld, MA

Registered advisers within 25 miles of Spfld, MA.

Offices
586
Firms
203
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,679 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

MP FINANCIAL SERVICES, LLC
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
USA 401K
MOORS & CABOT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HEAPHY INVESTMENTS, LLC

Investors

SIMONE ELIZABETH CUNNINGHAM
ADRIAN LEVSKY
ROBERT JAMES MORIN
DAVID REYNOLDS AVERY
MICHAEL RAVOSA
JAMES F. FOARD JR.
HEATHER A MOTYKA
DANIEL FRANCIS MILES
JONATHAN STEELE WILLIAMSON
JAMES ANDREW CALABRESE
PETER J ALEXOPOULOS
CHRISTINE ANN SANTOS
Raissa D D Danna
Brandon Spaulding Affeldt
Dustin Robert McConnell
Alexa Morin
MARIA ANNUNZIATA ROBBINS
PETER JOSEPH ALMINAS
Heather Lynn Kane
BRENNAN COLLINS
Justin David Levsky
Joshua Michael Fazzino
JEFFREY GRANT AFFELDT
Dianne Funigiello
TY STETSON MARTINELLI
Flavia V McCaughey
PETER MICHAEL COTE
BRIAN M MCQUEENEY
KREG IAN PEARLESS
ANTHONY GARY MONTEMAGNI
LORI J. VENGRUSKAS
KEVIN M BOISSELLE
Bernard Graham Young
CHRISTOPHER MICHAEL WATROBA
DANA RICHARD BARROWS
Sean Francis Curran
Ty August Vinick
MARTIN JOSEPH CUNNINGHAM
Steve Tortora
JAMES P OLIVO
Christopher Albert Tarantino
James E Kelleher
Thomas C Aurigemma
C D Kaye II
BRENDAN MCMAHON
JAMES CARMELO CAPELLA
NITHIN V ERANEZHATH
Angela McDonnell
Timothy John Hogan
Lori Nicaretta
Daniel James Lawson
Siobhan Passmore
NICHOLAS ALAN HOPLEY
Gwendolyn A Willey
Rob P Tarantino
NATALIE A CONNELLY
Harry Miller
RICHARD EDWARD RYALL
ROBERT EDWARD YOUNG
RONALD NORMAN LOFTUS
Tanya Lynn Poulin
LISA MOULTON
MARISSA SAPONARE
MATTHEW J INCITTI
DAVID FRANCIS LUSTEG
CHRISTOPHER W CIABURRI
Raymond Michael Jessell
David Robert Costa
Jennifer L Veshia
DARYL F DEVILLIER
Vincent L Petrangelo
NICO JOSEPH SANTANIELLO
JAMES J DOWD
Joseph Zambo
SEAN MICHAEL GILLIGAN
GEOFFREY WILLIAM MOORE
Charles M Bonatakis
MARK WILLIAM TEED
RYAN ANDREW BRASSARD
CHARLES M BONATAKIS
JOHN S. BONATAKIS
DIANE LYNN STONE
ANTONIO VENI BASTOS
BRETT MICHAEL SINGER
CHRISTINE A SUBOTIN-PRENTICE
MICHAEL ASHE
JAMES LAWRENCE HEALEY
JOCELYN ANN MITCHELL
MICHAEL J GREGORY
DAVID T HUNTLEY
MICHELLE A WRIGHT
SUSAN NOVOTNEY ALVANOS
TODD VERN WALKER
Rory Xavier Brown
JOSHUA ELTERMAN
JOHN L CARTY
TAMI LYNN MAURICE
ELLEN WALSER GIAMPAOLO
LYNN ANN SOREL
CHRISTINE JONES
CHRISTOPHER BERNARD ALVANOS
NICHOLAS CHARLES ALVANOS
STEVEN ALAN ALMINAS
JOHN PETER PAPPAS
Steven P Gobel
DOUGLAS ANTHONY REED
MARK DAVID BROWN
STEVEN PAUL GOBEL
JOHN JOSEPH PETERSON
Denise Ann Koran-Klisiewicz
ROBERT GREGORY CORMIER
KATHY C PEREZ
NANNETTE M BURCH
Alec Herbert
Alison Mary Donnelly
PATRICK DONNELLY
LOIS JEAN HEAPHY
EDWARD THOMAS HEAPHY

Within 25 miles of Spfld, MA, Best Investors lists 203 registered investment advisory firms with 586 offices nearby, managing about $14.9T in combined regulatory AUM across 3,144,679 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 Spfld

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM