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Best financial advisors in West Bridgewater, MA

Registered advisers within 25 miles of West Bridgewater, MA.

Offices
1,808
Firms
995
Combined AUM
$40.7T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,514,760 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
PROSPERITY CAPITAL ADVISORS
GREAT OAK CAPITAL PARTNERS, LLC
FIVE CORNERS FINANCIAL SERVICES
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
BOSTON INVESTMENT TRUST MANAGEMENT, INC.
MML INVESTORS SERVICES, LLC
RBC CAPITAL MARKETS, LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
CLARY FINANCIAL, INC

Investors

STEPHEN ANTHONY ADAMS
JORDAN LANE COHNE
GLENN ALLEN LEVINE
STEVEN R MADEIRA
STEPHEN ANTHONY DELLELO
JASON ANDREW COOPER
CHERYL A BUSH
STEPHEN PASSIAS
JOHN RUSSELL NOONAN
WILLIAM R SYLVIA
JOSEPH F ARSENAULT
MARK DAVID MCAULEY
WILLIAM ROBINSON DRISCOLL
John Philip Cooney
WILLIAM JOHN SEMPOLINSKI
JOHN LAVASSEUR
Robin Jeanne Urciouli
Kevin Gunning
JOHN THOMAS GUNNING
MAUREEN MCCARRICK
FRANK MOY
Christopher John Maynard
DAVID PAUL KOPACK
MICHAEL SCOTT ROTHBERG
KEVIN LEE WILLIAMS
NORA YOUSIF
Rebecca Faith Morin
Curtis Rafter
JOANNA LIBBY BISHOP
PATRICK O'SHEA DRISCOLL
ROSS ANTONIO DELUCA
John Maxwell McGrath
Michael P. Klein
JASON R CLARY
ROBERT NICHOLS CLARY

Within 25 miles of West Bridgewater, MA, Best Investors lists 995 registered investment advisory firms with 1,808 offices nearby, managing about $40.7T in combined regulatory AUM across 3,514,760 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 West Bridgewater

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