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Best financial advisors in Sturbridge, MA

Registered advisers within 25 miles of Sturbridge, MA.

Offices
226
Firms
78
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,686,902 clients when Item 5C has a number
Avg / client
$7.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MCCURDY & ANDREW INVESTMENTS, LLC
CITIZENS SECURITIES, INC.
ABLE FINANCIAL PLANNING
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
MWA FINANCIAL SERVICES INC.

Investors

Trevor Nielsen
Kartik Trivedi
CHRISTOPHER J MALLON
KEVIN C OUTLAND
JOHN THOMAS JAWOR
James Patrick McNamara
AMY HILDA Kiley
Michael James Halloran
DENNIS ADOLPHE MCCURDY
Lindsey D Andrew
Christopher O'Connor
GERALD LEE JOHNSON
Cara Holland
JOHN PAUL ESTRELLA
PAUL RICHARD VEGIARD
JOSEPH JOHN SZELA
JOHN ARTHUR OLSON
Hunter E Boody
DAVID MICHAEL RICCI
JOHN PAUL BERNIER
Dennis Antonopoulos
Jamie DeCaire
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
DENISE MEDAGLIA
Francis Randall
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
Brady Dow
ASHLEY KIM SPARHAWK KRINER
JAMES MICHAEL THOMPSON

Within 25 miles of Sturbridge, MA, Best Investors lists 78 registered investment advisory firms with 226 offices nearby, managing about $12.1T in combined regulatory AUM across 1,686,902 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 Sturbridge

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