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Best financial advisors in Topsfield, MA

Registered advisers within 25 miles of Topsfield, MA.

Offices
1,633
Firms
917
Combined AUM
$41.1T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,533,622 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
HARBOR ISLAND CAPITAL LLC
ESSEX PRIVATE WEALTH MANAGEMENT LLC
NOVEM GROUP
TAPPARO CAPITAL MANAGEMENT
APELLA WEALTH
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
VITALE & CAPUTO WEALTH MANAGEMENT LLC
MORGAN STANLEY
MWA ASSET MANAGEMENT
HEALTHVIEW ASSET MANAGEMENT, INC.
GUARDIAN WEALTH ADVISORS, LLC
ARETE WEALTH ADVISORS, LLC

Investors

JOHN G BALZER
JOHN H AKOURY
ANDREW SCOTT KEHOE
PAUL DAVID FORTIN
JAMES DAVID BAGA
PETER EARL MULHOLLAND
BRIAN ANDREW WOODLAND
CYNTHIA MAE DEAL
Gavin James Ugone
MARK PETER GATTI
JAMES WILLIAM UGONE
JAMES THEODORE BARKER
DOUGLAS STEVEN HUDDLESTON
JOHN J BENEDETTO
PAUL JONATHAN HART
TIMOTHY PAUL GOLAND
DANA EDWARD BERNARD
MICHAEL L CAPUTO
JASON MICHAEL TRAINO
SAMUEL MCCLAY YONCE
JASON CHRISTOPHER FRANZ
MATTHEW MICHAEL THIBAULT
TIMOTHY JAMES HOFFMAN
AARON JAMES SOUSA
Michael Wayne Brown
EMILY Oskara JANN
CHRISTINA D CECCHINO
Erica Fenniman
Jade Michael Dagher
LINDSAY M PORTER
GREGORY KEVIN CANNON
ALFRED JAMES HAMMOND
Adrienne Barrett Tubridy
JOSEPH EDWARD TRAVAGLINI
Sonya Elma Pratt
KEVIN M MANNING
PETER JOHN CIOVACCO
MARC EVAN SCHIOWITZ
DAVID HERRICK JACOBS
KAREN J DRESSER-SMITH
EDWARD MOFFITT
Jeffrey Ihrig
STEPHEN ANTHONY CALDERARA
RYAN C DOBBERT
JANIS MARIE LARSEN
TIMOTHY MICHAEL LAKE
ANTHONY FRANZI MANCINI
Gregory S Tanzer
DOUGLAS MATTHEW COOK
ADAM TRISTAN DAVISON
Michael William Egan
Douglas Howard Kublin
Ian Patrick O'Brien
Pedro A Cesa
Domenic C Setaro
Martin Gauba
Tyler W Thomas
Timothy Robert Awiszus
Jacob Matthew Fudge
Ian Finch
Connor James Kee
LUKE LAFOREST
Alexander Ball-Brauns
SHERI-ANN BOUCHIE
ROBERT JAMES LOUGHLIN
WAYNE ANTHONY MORRIS
DANIEL HALE SEARS
JEFFREY I APPELSTEIN
CHRISTOPHER JOSEPH CURLEY
JENNIFER ELIZABETH GILBERT-DUFFY
MICHAEL GERARD SCOTT
MATTHEW PETER MCLAUGHLIN
MAURA JANE LEWIS
CLARE MARGARET MARY SHEEHAN
WILSON TOWNSEND BULLARD
Scott K Tobey
Kathryn M Avallone
MATTHEW GERALD ANTHONY
INGA BANEVICIENE
Kyle G White
Jack Dudley Brown
James C Henry
Matthew S Paiotti
BENJAMIN HAMILTON MOORE
DAVID ALFRED MANCINELLI
BRADLEY ALAN ROBERTS
MICHELE MARIE VINCENT
JOSEPH R MALARNEY
HENRY JOSEPH PERAZZELLI
JOHN LAWRENCE CARDONE
AARON H TERJANIAN
Devyn S Neary
Eliud Parada
MARK DAVID BALFOUR
MATTHEW FRANCIS TOSH
Michael Klonsky
JAMES M ALBANESE
PAUL RONALD REED
JENNIFER MARIE BLANK
ISABELLA MARIA REPUCCI
TODD WILLIAM DARLING
LINDA KENNEDY BRUCE
ANDREA FIORE
Andrew LOUIS St Pierre
HERBERT CHARLES HOLLENDER
FRANK Ferdinand CASTAGNO
Reed Wilson
RICHARD ANTHONY LUNETTA
JASON HUTCHINSON
RANDALL JONATHAN TAVILLA
MICHAEL JOHN CAPOBIANCO
RENATO MASTROGIOVANNI
MICHAEL RICHARD COSTA
Stephen R Morrison
DAVID PATRICK CLARK
TUCKER KENYON BIXBY

Within 25 miles of Topsfield, MA, Best Investors lists 917 registered investment advisory firms with 1,633 offices nearby, managing about $41.1T in combined regulatory AUM across 3,533,622 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 Topsfield

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