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Best financial advisors in Swampscott, MA

Registered advisers within 25 miles of Swampscott, MA.

Offices
2,087
Firms
1,089
Combined AUM
$41.9T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,822 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
LENNOX FINANCIAL
J.P. MORGAN SECURITIES LLC
SANTANDER SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PLAN FOR IT FINANCIAL, LLC
FINER WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LOYND CAPITAL MANAGEMENT

Investors

RYAN SCOTT VERNON
JOHN LENNOX BOYLE
KLODIANA SINA GJIKONDI
MEDINA AVDIC
Michael G Dooley
CHRISTIAN ODONNELL
Tatiana Sigalova
CHRISTOPHER ANDREW LAZZARO
GARY MICHAEL COON
MICHAEL SCOTT FINER
MATTHEW ERIC SACHAR
David John Dorgan
RICHARD VERNON GAYNE
Andrew Menefee
PAUL KEVIN BERGERON
Stephen Yeager
COLIN PATRICK MCCARTHY
BRIAN ROBERT THOMAS
JESSICA LEE LOUGHNANE
JOSEPH E SHEA
SCOTT P BROGAN
Maura Flaherty
RANDAL CRAIG PETERS
WILLIAM KENT RYAN
PAMELA C BOARDWAY

Within 25 miles of Swampscott, MA, Best Investors lists 1,089 registered investment advisory firms with 2,087 offices nearby, managing about $41.9T in combined regulatory AUM across 3,545,822 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 Swampscott

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