Best Investors Account Sign in

Best financial advisors in Taunton, MA

Registered advisers within 25 miles of Taunton, MA.

Offices
645
Firms
244
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,145,351 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CITIZENS SECURITIES, INC.
SAVIOR WEALTH
PIZARRO ADVISORS
BRISTOL WEALTH GROUP
OSAIC WEALTH, INC.
SANTANDER SECURITIES LLC
PARK AVENUE SECURITIES LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.

Investors

GUY ANTHONY TOMASE
CHRISTOPHER JOHN CIVALE
EDWARD GRAHAM MARSHALL
MATTHEW PETER RILEY
DANIEL PAUL MCCABE
Philip Lennox
PATRICIA HOPE REGAN
LORI H MONCADA
BRUNO M CUNHA
Rhonda Bernier
Abel Pizarro
DEAN ROGER LARABEE
MELYNA KAILEE YOUNG
CONNOR JAMES RUSS
DEVIN C. RUSS
LOUIS MICHAEL RICCIARDI
SHAWN BENJAMIN FISKE
ALEXANDER ANTONIO DACUNHA
Hamit Merlika
BRETT STEPHEN PERONI
KALLIE ROSENBACH
DAVID ARMOND BRIDGWOOD
MATTHEW MORGAN BRUCE
Albert Check Yin Mui
Benjamin Holloway
ADAM JAY RUDIKOFF
ALAN ERIC SLAVIN
Eileen F Holzman
John Maxwell McGrath
Michael P. Klein
ROSS ANTONIO DELUCA
PATRICK O'SHEA DRISCOLL

Within 25 miles of Taunton, MA, Best Investors lists 244 registered investment advisory firms with 645 offices nearby, managing about $16.2T in combined regulatory AUM across 3,145,351 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 Taunton

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