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Best financial advisors in Wakefield, MA

Registered advisers within 25 miles of Wakefield, MA.

Offices
2,194
Firms
1,135
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,544,764 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
SANTANDER SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
BG FINANCIAL PLANNING
WHITMAN FINANCIAL SERVICES, LLC.
MAHONEY FIORENTINO & CO P.C.
VESTMARK ADVISORY SOLUTIONS, INC.
SENTINEL PENSION ADVISORS, LLC.
EAGLE STRATEGIES LLC
CRR WEALTH MANAGEMENT
JOHNSON O'CONNOR WEALTH MANAGEMENT
F L PUTNAM INVESTMENT MANAGEMENT CO.
PRIDES CROSSING CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC

Investors

SHARON LEE MCKENNA
BERNARD JOSEPH REITMAN
Paul Henry Melanson
DANA RODRIGUES
JAMES CLARENCE TAYLOR
IANKA TOCHEVA RANDO
LYN ALLISON PARKER
ROBERT GUIDO BATTISTA
TRISTAN WILLIAMS BENOIT
BRIAN OVERTON
Robert F Kozlowski
HENRY BANKSON RITER
Lisa Ann Barstow
JAMES PATRICK ENGLISH
NICHOLAS OCKENGA
Amber Starr Martignetti
Sean Benjamin Fox
JANELLE RUTH ANDERSON
DAVID ALEXANDER BATCHELDER
BRETT J SCHNEIDER
ALAN R PFEFFER
JULIE DORAN STEWART
KEVIN H LEUNG
MATTHEW Edward CLEARY
JONATHAN HENRY CLARK
DANIEL BERNARDO
ROSS EDWARD JAMES
EILEEN FAYE GREENSPAN
MICHAEL JOSEPH DIBACCO
JAMES WILLIAM O'BRIEN
RYAN MARK RANSFORD
BRIAN ANTHONY LOPEZ
JOYCE E. CLOUTHIER
NIKHIL AIDAN STIFF
Kimberly Mary Pepoli
Anthony Francesco Mancini
Angelina Francesca Walker
Lukas Benjamin Eldridge
James Jason LaFleur
Griffin Milton May
Michael Philip Svolos
JERO MOURADIAN
Garrett Murphy
Patrick Lambe
ROBERT MICHAEL DIMASE
MATTHEW HOWARD MCPHAIL
JOHN TERRY GRACE
JAMES MICHAEL CARNEVALE
DOUGLAS K DUSTIN JR
ARA DILOYAN
Sarah E Stevens
Ryan Matthew Petti
Brian Gerard Murphy
Daniel O'Brien
LAWRENCE BRIAN RAYMOND
JAMES HALSEY DAILEY
Dylan T. Lemis
Sophie Anne Benander
JOHN L HOWARD
JOHN S ROCCO
Christina OConnell
JOHN FRANCIS RIZZO
PHILIP JOSEPH CAMERLENGO
Stephen James Feron
KIMBERLY ANN RATCLIFFE
JONI A STONE
ROBERT BRANDT HEITZMAN
REED THOMAS MANNING
RYAN BERNARD MCQUILKIN
YVAN PHILIPPE BODART
TODD CHRISTOPHER MILLS
CHRISTIAN DAVID MCVEY
GINO P MOLETTIERI
RICHARD JOHN SGROI
SYBIL ANNE DURGIN
Michael Karl Hartwell
Alexander Argeros
JEFFREY ALAN BECK
STEPHEN BRUCE STROUT
TIMOTHY QUINN SKWIOT
Andre de Oliveira
James Buckley
CHRISTOPHER ROY SPENCER
ANA FONSECA PANORI
MICHAEL ALAN BRAMLEY
Pamela Fontaine Basso
Farley Ribeiro
Nicholas Patrick Latham
NICHOLAS J CARON
KAVITHA VEIGAS LEDWIG
Donald a Kane
BEN MASTROPIERI
ARTHUR MICHAEL ARGEROS
ANDREA STASIA BEAN
JESSE HOLDEN SHERWOOD
JUSTIN JONES
CONNOR JOHN CURRAN
KELLY FAGAN
Zachary Douglas Spencer
John Rahill
Carlos Eduardo Alves
ALAN MARSHALL SILVERMAN
CONNELL JOSEPH TARR
NANCY JEAN LIBARDONI
Philip Kasden
KRISTIN SWANQUIST POLITO
RICHARD VERNON GAYNE
Richard James Marooney
WILLIAM PAUL GLIDDEN
JEREMY BRANCH
COLBY P CROGAN
JEFFREY WOOD
LEWIS JANETOS
ELIZABETH MARIE NEWCOMBE
Jacob Dickson
Hui Peng
STEVEN KEHOE
FRANCIS PETER FERRELLI

Within 25 miles of Wakefield, MA, Best Investors lists 1,135 registered investment advisory firms with 2,194 offices nearby, managing about $42.0T in combined regulatory AUM across 3,544,764 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 Wakefield

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