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Best financial advisors in Squantum, MA

Registered advisers within 25 miles of Squantum, MA.

Offices
2,146
Firms
1,125
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,963 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

STAGE HARBOR FINANCIAL
SAVANT WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
INTEGRATED WEALTH CONCEPTS LLC
TAKAYOSHI WEALTH MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
THURSTON HALL INVESTMENT RESEARCH, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
MOORE FINANCIAL ADVISORS, LTD.

Investors

WILLIAM FRANCIS LEFAVOR
MATTHEW DOUGLAS BIGGAR
ANDRE MATOS FERNANDES
MACLEAN JORDAN BARACH
Joshua Devereaux
JAMES PATRICK SCANLAN
ROBERT THOMAS WEISSE
KEVIN RUSSELL WEBBER
Timothy Ryan Driscoll
SAMMY AMR AZZOUZ
JENNIFER Mulvoy WATSON
Jared Matthew Ravech
Shane Patrick Brennan
CHARLES SWAN BEAN
Michael Robert Waldron
PAUL JOSEPH HIGGINS
Kenzie Marie Ferris
Alexia Souad Yvette Teixeira
COLE GEORGE SAMSON
Devy Thangavel
Shane Fargo
NATHAN STEVEN ZIELONKA
NICHOLE A WIRTZ
ALLISON GOLDEN GAINES
FRANK THOMAS MARZELLA
SHAKEEB H Syed
DESMOND LAM
Bernard Kankam Mensah
Jonathan Evan Caplan
CLIFFORD LAURENCE CAPLAN
Robert Allen Bonner
CURTIS CHRISTOPHER JONES
SID CHAUDHRY
Roger Vaganis
Ely Kaplansky
WENDI CHRYSTINA COWDREY-RAGON
Gregory Joseph Gonynor
TARYN JAY MENTINK
Kevin Daley
ROBERT FREDERICK KANIA

Within 25 miles of Squantum, MA, Best Investors lists 1,125 registered investment advisory firms with 2,146 offices nearby, managing about $42.0T in combined regulatory AUM across 3,546,963 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 Squantum

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