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Best financial advisors in Sudbury, MA

Registered advisers within 25 miles of Sudbury, MA.

Offices
2,139
Firms
1,098
Combined AUM
$43.8T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,534,571 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

RAKATANSKY FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
OSAIC WEALTH, INC.
AMERITAS ADVISORY SERVICES, LLC
SANTANDER SECURITIES LLC
EXCHANGE PLACE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
CIO WEALTH MANAGEMENT, INC.
OPTIMAL WEALTH
TUCKER'S FARM 3, LLC
TUCKER'S FARM
GOODMAN ASSET MANAGEMENT, INC.
LEVIN FINANCIAL PLANNING
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC

Investors

Alex Rakatansky
Abdelrahman Nasser Hamada
HENRY MICHAEL FISHER
SAMUEL BRITTON BALDWIN
WILLIAM THOMAS SPENCER
DANIEL STEPHEN ENOS
PETER DONOVAN MURPHY
MICHAEL R ARCHAMBAULT
JUSTIN ANTHONY DESANTIS
John Stephen Bruneau
Andre S Habib
THOMAS ANTHONY PADOVANO
HOWARD MARK GOLDSTEIN
ANDREW ROWE SULLIVAN
BLAKE AUSTIN MURASKIN
IRA GENE SAGER
LEROY WESLEY MILLET
CARL GOODMAN
CHARLES ALAN LEVIN
Tristan Bezzant
SCOTT WALLACE HOLDEN
BRAD MITCHELL CAPLAND
FAZAL HUSSAIN

Within 25 miles of Sudbury, MA, Best Investors lists 1,098 registered investment advisory firms with 2,139 offices nearby, managing about $43.8T in combined regulatory AUM across 3,534,571 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 Sudbury

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 6 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 7 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 8 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM