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Best financial advisors in Tewksbury, MA

Registered advisers within 25 miles of Tewksbury, MA.

Offices
2,029
Firms
1,069
Combined AUM
$41.6T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,537,877 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
CAPITAL WEALTH MANAGEMENT
THE FIDUCIARY ALLIANCE
BAKER TILLY WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
GLOBAL RETIREMENT PARTNERS LLC
OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
SANTANDER SECURITIES LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DALE ELIZABETH LEWIS
MASROOR HASSAN
BRIAN WILLIAM HEFFERNAN
MARTIN WILLIAM KRIKORIAN
BRIAN HOWARD DICK
TIMOTHY DICK
Kevin Edward Dick
BARRY RAYMOND DICK
JONATHAN TAYLOR DICK
MATTHEW ARTHUR KEEFE
JEREMY M ROBERT
TIMOTHY EDWARD HOLE
DAVID MICHAEL DUBRAVA
JOSEPH MICHAEL RUSSO
Angela M Walsh
PATRICIA M GILDEA
MARK MAMMOLA
MATTHEW PATRICK GREENE
Joseph Francis Bonasera
DOUGLAS WADE JOHNSON
FRANK MICHAEL HYNES
CHARLES MICHAEL CARELLA
WARREN BRUCE BAUM
Anthony J Silvio
CHRISTOPHER WALTER ETHIER
ROGER CUNHUI YANG
YU FU
CHRISTOPHER PAUL MARA
Melissa J Remillard
MURAD HUSON ROYAL
MARIANNE ELIZABETH ZAWACKI
MICHAEL JOSEPH CUNNINGHAM
Michael Rinaldi
Nathaniel Tarlow
PAUL JASON LANDRY
PAUL CONLON YANNALFO
Thomas Lawrence Fitzpatrick
JASON BERNHARDT THOLANDER

Within 25 miles of Tewksbury, MA, Best Investors lists 1,069 registered investment advisory firms with 2,029 offices nearby, managing about $41.6T in combined regulatory AUM across 3,537,877 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 Tewksbury

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