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Best financial advisors in Wendell, MA

Registered advisers within 25 miles of Wendell, MA.

Offices
99
Firms
38
Combined AUM
$5.28T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,137,588 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

CLARITY WEALTH MANAGEMENT LLC
MONEY CONCEPTS CAPITAL CORP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
ORBIS WEALTH MANAGEMENT
PROSPERITEA PLANNING
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FOUNDERS FINANCIAL SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.

Investors

SENAIDA NOEMI BAUTISTA
JASON RUSSELL WILBURN
John Lincoln Hirst II
ANGELA BETH STREETER
Donald Edward Graves
PATRICK STEPHEN BULLIS
Brandon Barrows McFadden
Corinne McFadden
Josephine Fitzgerald Leise
Bradley Donald Baker
JEFFREY CLAYTON BAKER
Amy Watts
STEVE CHONG YOUNG KIM
WENDY SUZANNE CONRAD MARSDEN
David Michael Carnevale
Mari Lynn Fries
Samuel Phillip Plotkin
Nicole Bardin Gorman
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
Edward Paul Sabelawski
WILLIAM DAVID KESSLER
KIMBERLY DAWN STEWART
Cameron Todd Feyrer
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
JOHN CHARLES MACDOUGALL
Jared Paul Walsh
MATTHEW CHARLES RAMON
Kevin John O'Neil

Within 25 miles of Wendell, MA, Best Investors lists 38 registered investment advisory firms with 99 offices nearby, managing about $5.28T in combined regulatory AUM across 1,137,588 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 Wendell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM