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Best financial advisors in Swansea, MA

Registered advisers within 25 miles of Swansea, MA.

Offices
499
Firms
202
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,881,931 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
DANA R. NORMAN
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
BELPOINTE ASSET MANAGEMENT LLC
BLUE FIN CAPITAL, INC.
SOUTHCOAST ADVISORY GROUP, INC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HALL CAPITAL MANAGEMENT COMPANY, INC.
SOUTH COAST PLANNING & WEALTH MANAGEMENT
SUCCESSFUL MONEY STRATEGIES INC
EDWARD JONES
NORTHEAST CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC

Investors

MICHAEL JOHN FALCON
LISA GRAHAM
DANA ROBERT NORMAN
Jake Joseph Generazzo
JAMES RICHARD FONSECA
CHERYL ANN FONSECA
ROBERT ROLAND LEVESQUE
MARCEL ANDRE GADBOIS
Mark L Tremblay
MARK NASSIFF
RAYMOND DESORMIER
STEPHEN ROBERT KARAM
PHILIP DOUGLAS WHITE
CHRISTOPHER ANTONELLI
Shelbee T Finnegan
JOHN LESTER PIGEON
JOHN PAUL TEIXEIRA
STEPHEN MICHAEL CLAIR
Daniel Silva Pinheiro
DENNIS JUDE O'KEEFE
Edward Thomas Armstrong
Andrea Marie Tremblay
ROGER H SAINT-PIERRE
JOHN A VARAO
DEREK JOHN VARAO
Daniel Raymond Rose

Within 25 miles of Swansea, MA, Best Investors lists 202 registered investment advisory firms with 499 offices nearby, managing about $14.7T in combined regulatory AUM across 2,881,931 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 Swansea

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM