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Best financial advisors in Wenham, MA

Registered advisers within 25 miles of Wenham, MA.

Offices
1,632
Firms
919
Combined AUM
$40.7T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,533,494 clients when Item 5C has a number
Avg / client
$11.5M
Combined AUM ÷ clients

Nearby offices

Firms

PACKERLAND BROKERAGE SERVICES, INC.
CITIZENS SECURITIES, INC.
CITIZENS PRIVATE WEALTH
CHAIN REACTION GROUP LLC
STERLING OAK ADVISORS
STANCE CAPITAL LLC
DIAMETRIC CAPITAL, LP
MARATHON FINANCIAL GROUP
WINTHROP SQUARE CAPITAL, L.P.
WILL VENTURES
186 VENTURES MANAGEMENT GROUP, LLC
MATERIAL IMPACT MANAGEMENT, LLC
ONE WAY VENTURES MANAGEMENT PBC, INC.
MIRAE ASSET CAPITAL LIFE SCIENCE, INC.
FELIS ADVANTAGE, LP
OT MANAGEMENT, LLC
TELOS NORTH
POINT ALLERTON LLC
J. W. COLE ADVISORS, INC.
WINTHROP WEALTH

Investors

CHARLES MICHAEL CARELLA
WARREN BRUCE BAUM
Melinda Cramer
Richard Ethan Pride
Sean M Oliveira
Grayham Michael Lohrey
Zoe Oasis
Erik Berge
BRIAN THOMAS OCONNOR
Ryan Christopher O'Connor
KYLE KADAR BALKISSOON
WILLIAM HOLLAND DAVIS
VICKI LYNN BENJAMIN
CONNOR JAMES GALLIVAN
CHARLES G BROWN IV
JONATHAN PAUL YEAGER
JOHN G LEWIS
Joseph M Anastasi
Daniel L Castle
GREGORY PAUL COSTANTINO
EDWARD THOMAS BURKE
PETER THOMAS JAWORSKI
KENNETH JAMES DEAN
RICHARD CHARLES ST. ONGE
ANDREW JOSEPH MURPHY
MAX GUSTAV WINTHROP
Cavan M Lamontagne
Francesca M Lanza
ROBERT ERIC ZOLA
JONATHAN PETER HUNTER
LUCAS ALEXANDER WINTHROP
Matthew Joseph McGrath
HARVEY ALAN SLAUGHTER
ROBERT ABENDROTH
EARL BRYAN WINTHROP
MARK STEVEN WINTHROP
DAVID WILLIAM MERCER

Within 25 miles of Wenham, MA, Best Investors lists 919 registered investment advisory firms with 1,632 offices nearby, managing about $40.7T in combined regulatory AUM across 3,533,494 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 Wenham

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