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Best financial advisors in Wellesley, MA

Registered advisers within 25 miles of Wellesley, MA.

Offices
2,265
Firms
1,148
Combined AUM
$42.4T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,808 clients when Item 5C has a number
Avg / client
$12.0M
Combined AUM ÷ clients

Nearby offices

Firms

TECH PIONEERS MANAGEMENT LLC
JANUARY VENTURES GP, LLC
LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOCUS PARTNERS WEALTH, LLC
J.P. MORGAN SECURITIES LLC
ROSE GROVE CAPITAL MANAGEMENT, LLC
BUNKER HILL MANAGEMENT LLC
KASTEL CAPITAL ADVISORS, LLC
INDICATOR VENTURES
NOBSCOT INVESTMENT MANAGEMENT LLC
SACAJAWEA & COMPANY, LLC
HANOVER STRATEGIC MANAGEMENT, LLC
LMC INVESTMENTS, INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PAUL KROUTTER BRUCHEZ
Gary Shilman
Alexi Aris Tsolirides
SUSAN MARION MILLER
FREDERICK THOMAS BAIRD
JonPaul McBride
Larry A Xhama
Mohamad Mawed
Yuli Zhang
Egor Shiroglazov
WILLIAM BLAIR REEVE
DRASKO "NMN" KOVRLIJA
MATTHEW VASSAR PIERCE
CATHERINE ANNE SMITH
WILLIAM HAMILTON WREAN
GEORGE WEBB NOYES
CALEB FREDERICK ALDRICH
JOSEPH MICHAEL DEGRAZIA
HANFORD WINTON CARR
LISA MARIE CREMONINI
JEFFREY WAYNE BRUDNER
MARY ELLEN H FILLO
JOAN HOLLY DONAHUE

Within 25 miles of Wellesley, MA, Best Investors lists 1,148 registered investment advisory firms with 2,265 offices nearby, managing about $42.4T in combined regulatory AUM across 3,546,808 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 Wellesley

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