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Best financial advisors in Stoneham, MA

Registered advisers within 25 miles of Stoneham, MA.

Offices
2,254
Firms
1,150
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,310 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

MS FINANCIAL SERVICES, LLC
SANTANDER SECURITIES LLC
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
SHEPHERD FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
BOSTON STANDARD WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GUIDON GLOBAL LLC
COMMONWEALTH FINANCIAL NETWORK
CANOPY CAPITAL GROUP
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
BORA CAPITAL, LLC
MAHONEY FIORENTINO & CO P.C.
VESTMARK ADVISORY SOLUTIONS, INC.
SENTINEL PENSION ADVISORS, LLC.

Investors

NEWTON MICHAEL SPURR
Paul Henry Melanson
SHARON LEE MCKENNA
BERNARD JOSEPH REITMAN
DANA RODRIGUES
STEVEN FRANCIS ST. PIERRE
PAUL ROBERT BOURGEOIS
STEVE LEE KUHLMAN
JAMES ROBERT LISTER
CHRISTOPHER MICHAEL COGLIANO
SAMUEL S SHEPHERD
ANTHONY JOSEPH CIARAMITARO
ROBERT MARK SHEPHERD
WENDI CHRYSTINA COWDREY-RAGON
ZACHARY CONOVER BOUCHARD
ROBERT WALTER TAFURI
LEE GRAHAM EUDY
Spencer John Gilmore
James Mathew Gibbons
Tatiana Sigalova
DAVID FRANCIS MAHER
MICHAEL NICOLAS MARTONE
ERIC JASON GOLDEN
GEORGE MICHAEL BOWEN
Natasha Harkins-Dube
Vijay Bhaskar Prasad Duddumpudi
James R Claroni
ROBERT GUIDO BATTISTA
TRISTAN WILLIAMS BENOIT
BRIAN OVERTON
Robert F Kozlowski
HENRY BANKSON RITER
Lisa Ann Barstow
JAMES PATRICK ENGLISH
NICHOLAS OCKENGA
Amber Starr Martignetti
Sean Benjamin Fox
JANELLE RUTH ANDERSON
DAVID ALEXANDER BATCHELDER
BRETT J SCHNEIDER
ALAN R PFEFFER
JULIE DORAN STEWART
KEVIN H LEUNG
MATTHEW Edward CLEARY
JONATHAN HENRY CLARK
DANIEL BERNARDO
ROSS EDWARD JAMES
EILEEN FAYE GREENSPAN
MICHAEL JOSEPH DIBACCO
JAMES WILLIAM O'BRIEN
RYAN MARK RANSFORD
BRIAN ANTHONY LOPEZ
JOYCE E. CLOUTHIER
NIKHIL AIDAN STIFF
Kimberly Mary Pepoli
Anthony Francesco Mancini
Angelina Francesca Walker
Lukas Benjamin Eldridge
James Jason LaFleur
Griffin Milton May
Michael Philip Svolos
JERO MOURADIAN
Garrett Murphy
Patrick Lambe
ROBERT MICHAEL DIMASE
MATTHEW HOWARD MCPHAIL
JOHN TERRY GRACE
JAMES MICHAEL CARNEVALE
DOUGLAS K DUSTIN JR
ARA DILOYAN
Sarah E Stevens
Ryan Matthew Petti
Brian Gerard Murphy
Daniel O'Brien
LAWRENCE BRIAN RAYMOND
JAMES HALSEY DAILEY
Dylan T. Lemis
Sophie Anne Benander

Within 25 miles of Stoneham, MA, Best Investors lists 1,150 registered investment advisory firms with 2,254 offices nearby, managing about $42.0T in combined regulatory AUM across 3,546,310 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 Stoneham

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