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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

COMMONWEALTH FINANCIAL NETWORK
GALLAGHER FIDUCIARY ADVISORS, LLC
SENTINEL PENSION ADVISORS, LLC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MS FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PLANTE MORAN FINANCIAL ADVISORS
FLAGSHIP WEALTH ADVISORS, LLC.
424 CAPITAL, LLC
OXFORD MARTIN, LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

NATHAN DAVENPORT O'LOUGHLIN
MARK DAVID FELT
MICHAEL RICHARD KRISKO
CHRISTOPHER ANDRUS WAKEMAN
MICHAEL JAMES VAULES
Ryan Thomas Nee
MARTIN EDWARD PLECINOGA
RICHARD PAUL LEBLANC
THOMAS FRANCIS NEE
MICHAEL JAMES LABRIE
PAUL ASBJOIN MATHESON
Ryan Gallagher
RYAN ERIC CAMPAGNA
JOHN JOSEPH GREGORIO
FRANK JOSEPH SWEENEY
ELIZABETH ANNE MCLAUGHLIN
DANIEL RICHARD SANTANELLO
ROBERT DRISCOLL ELLISON
Silas deOliveira
NEWTON MICHAEL SPURR
GREGORY BYRON BLAISDELL
ROGER LEWIS MCDEVITT
SHAUN O'HARE
ANTHONY RALPH DI CHIARA
GREGORY JOHN MCLAUGHLIN
JULIE ANNE PATTERSON-D'ANGELO
STEPHEN JOSEPH GESUALDI
Timothy David Corkum Fifield
RAYMOND CHRISTOPHER CELAYA
SUSAN N. BIG
PAUL V RYAN
SCOTT LOUIS FACCHETTI
RICHARD PAUL JOYAL
DONALD ALDE JOYAL
BARBARA NAN REED
Michael Bergeron
ERIC RYAN MARTIN
THOMAS JOSEPH ROGERS
JOSEPH R D'AMORE
Tatyana Karayeva
LUCAS JON NOBLE
STEPHEN ROBERT SHAW
Tobias McCarthy
John Carmen DeSimone
Amy Madden
Tomas Goncharenko
Samuel Franklin Perry
JANICE VIRGINIA BERNER
BRENDAN D BURKE
STEPHEN EDWARD NAPIER
Michael Dalton
JAMES E ROSE IV
ALEXANDER ALDRICH KRISAK
Stephen Gerard Camarro
MICHAEL CHARLES ENRIGHT
GREGORY WILLIAM MEAHL
Nicholas Cay Hoang
Jacob Andrew Palhares
ROBERT ALAN GURMAN
MICHAEL MATTHEW RYAN
JAMES R CONNORS
JAMES RICHARD CONNORS
SCOT ALAN REYNOLDS
Brady Joseph Rodgers
KEVIN O'BRIEN DOWNES
STEVEN L JOHNSON
MAJA STOJANOVIC
MATTHEW SOLECKI
GEORGE MICHAEL BOWEN

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