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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

TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
ONEAMERICA SECURITIES, INC.
VAN LIEW CAPITAL INC
TD PRIVATE CLIENT WEALTH LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
OSAIC WEALTH, INC.
INVESTMENT ADVISORY GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
EXCHANGE PLACE ADVISORS, LLC
DIVERSIFY ADVISORY SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

SHAKEEB H Syed
DESMOND LAM
Bernard Kankam Mensah
ROBERT HUGH BEESE
Andrew A Liss
Ryan C Oldmixon
WADE MICHAEL WALBRUN
ALFRED BUTTLER VANLIEW
SAMUEL HAYDOCK HALLOWELL
KEVIN MICHAEL OATES
JOSEPH JAMES HEALY
DYLAN BERUBE
TIMOTHY GRANVILLE MCCAHAN
Lorne a Adrain
MICHELLE L MENDES
MATTHEW JOHN RAPOSO
JONATHAN LEE GALEGO
JAY PATRICK IRVING
JEFFREY PAUL WHITE
JAMES ROBERT SICKOREZ
PAUL PHILIP MELANSON
THEODORE D CIOLKOSZ
PAUL WILLIAM REARDON
KEITH WENDELL WHITT
JAMES J QUINLAN
CLIFFORD PAUL WESTBERG
Daniel Robert Ollquist
JOHN CHRISTOPHER OLLQUIST
JARAD MICHAEL MINSKY
MATTHEW ANGEL
CHRISTOPHER MICHAEL DONOVAN
BRIAN MATTHEW JOYCE
MATTHEW SEAN DONOVAN
CLARK ARCHIE PAGE
R. JASON HORWITZ
SEAN LEIGHTON BURKE
Allison M Wooten
Justin D Walsh
ANN LAMONTAGNE SWARTZ
MATTHEW DAVID NEVILLE
MICHAEL PAUL DIONNE

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