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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

EAGLE STRATEGIES LLC
SEB FINANCIAL SERVICES, LLC
SANTANDER SECURITIES LLC
PRIDES CROSSING CAPITAL MANAGEMENT, LLC
CRR WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
SENTINEL PENSION ADVISORS, LLC.
JOHNSON O'CONNOR WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
CITIZENS SECURITIES, INC.
F L PUTNAM INVESTMENT MANAGEMENT CO.

Investors

JOHN L HOWARD
JOHN S ROCCO
Christina OConnell
JOSEPH N. STOLBERG
KEITH E BLANCHETTE
MARC J VANDERBAAN
Connor Mahoney
JOHN FRANCIS RIZZO
Peter Derek TenBroeck Jr.
RICHARD JOHN SGROI
SYBIL ANNE DURGIN
Michael Karl Hartwell
Alexander Argeros
JEFFREY ALAN BECK
STEPHEN BRUCE STROUT
TIMOTHY QUINN SKWIOT
Andre de Oliveira
James Buckley
CHRISTOPHER ROY SPENCER
ANA FONSECA PANORI
MICHAEL ALAN BRAMLEY
Pamela Fontaine Basso
Farley Ribeiro
Nicholas Patrick Latham
NICHOLAS J CARON
KAVITHA VEIGAS LEDWIG
Donald a Kane
BEN MASTROPIERI
ARTHUR MICHAEL ARGEROS
ANDREA STASIA BEAN
JESSE HOLDEN SHERWOOD
JUSTIN JONES
CONNOR JOHN CURRAN
KELLY FAGAN
Zachary Douglas Spencer
John Rahill
Carlos Eduardo Alves
ALAN MARSHALL SILVERMAN
CONNELL JOSEPH TARR
NANCY JEAN LIBARDONI
Philip Kasden
KRISTIN SWANQUIST POLITO
RICHARD VERNON GAYNE
Richard James Marooney
WILLIAM PAUL GLIDDEN
JEREMY BRANCH
COLBY P CROGAN
JEFFREY WOOD
LEWIS JANETOS
ELIZABETH MARIE NEWCOMBE
Jacob Dickson
Hui Peng
STEVEN KEHOE
FRANCIS PETER FERRELLI
NATHAN DAVENPORT O'LOUGHLIN
MARK DAVID FELT
MICHAEL RICHARD KRISKO
CHRISTOPHER ANDRUS WAKEMAN
MICHAEL JAMES VAULES
Ryan Thomas Nee
MARTIN EDWARD PLECINOGA
RICHARD PAUL LEBLANC
THOMAS FRANCIS NEE
MICHAEL JAMES LABRIE
PAUL ASBJOIN MATHESON
Ryan Gallagher
RYAN ERIC CAMPAGNA
Stephen James Feron
Peisan Lin
BRIAN KEITH CARROLL
JOHN RICHARD LAMONTAGNE
KERRI A MELLEY
SEAN JOSEPH OBRIEN
KIMBERLY ANN RATCLIFFE
JONI A STONE
ROBERT BRANDT HEITZMAN
REED THOMAS MANNING
RYAN BERNARD MCQUILKIN
YVAN PHILIPPE BODART
TODD CHRISTOPHER MILLS
CHRISTIAN DAVID MCVEY

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