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Best financial advisors in Templeton, MA

Registered advisers within 25 miles of Templeton, MA.

Offices
128
Firms
57
Combined AUM
$9.20T
Firm-wide filings, not assets booked only here
Clients
1.18M
1,181,108 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ON INVESTMENT MANAGEMENT CO
INVESTMENT MANAGEMENT TRUST, LLC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

PAUL EDWARD FITZPATRICK
Eric Chouinard
Ryan Edmond Laliberte
Amanda Blair Melanson
Jahan Kumar Manasseh
David J Mason
Tina Leslie
WILLIAM DAVID KESSLER
KIMBERLY DAWN STEWART
Cameron Todd Feyrer
Jennifer Wironen Aube
PATRICK STEPHEN BULLIS
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
Cailte Kelley
Jordyn Lynds
RYAN JOSEPH MCGUANE
PETER TIMOTHY SIMPSON
KENNETH PAUL POSCO
Nicole Christine Groskreutz
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND
Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
SUSAN DORVAL DORSEY

Within 25 miles of Templeton, MA, Best Investors lists 57 registered investment advisory firms with 128 offices nearby, managing about $9.20T in combined regulatory AUM across 1,181,108 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 Templeton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM