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Best financial advisors in Sterling, MA

Registered advisers within 25 miles of Sterling, MA.

Offices
398
Firms
163
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,679,158 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE TRUSTEE ADVISORS INC
EDWARD JONES
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
INTEGRATED WEALTH CONCEPTS LLC
SIMPLICITY WEALTH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
SOUND INCOME STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION

Investors

DAVID LEAVITT TAYLOR
Steve S Thurston
JOHN ANTHONY MEUSE
BARRY MICHAEL BELLWOOD
BRIAN HOWARD SARANOVITZ
WILLIAM DANIEL HACKLER
BRITTNEY JANE SANTOS
JOSEPH FRANCIS MACMUNN
Christina Gunther Lashua
Christine Karen Pelletier
Christopher Paul Bozicas
MATTHEW CHRISTIAN SMITH
Elizabeth A Hagan
WAYNE PETER CARNEY
LEE ANN NAULT
MARK CHRISTOPHER BOLDEIA
DAVID ANDREW RAMPELLO
SUSAN DORVAL DORSEY
ROBERT A CURTIS
PATRICK THOMAS ENGLISH
John Patrick English
JAMES E. ELLIS
RICHARD ALLAN SHAW
Mark Anthony Montaquila
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND

Within 25 miles of Sterling, MA, Best Investors lists 163 registered investment advisory firms with 398 offices nearby, managing about $12.2T in combined regulatory AUM across 2,679,158 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 Sterling

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM