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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

OLIVER INVESTMENTS
IBS CAPITAL LLC
BLUEBIRD WEALTH MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EASTSOUND CAPITAL ADVISORS, LLC
EDWARD JONES
WOLFSTICH CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KASTEL CAPITAL ADVISORS, LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DAVID JAY MORTON
BRIAN JAN SOKOLOWSKI
ANDREW JOHN SOKOL
KEITH PATRICK CORBETT
MICHAEL RYAN DIFIORE
Andrew O'Leary
Brian Mullen
RAYMOND JOSEPH LAZCANO
ROBERT BRUCE HANNA
Justin Murphy
THEODORE JOHN WOLFSTICH
MARTIN LEE ROBBINS
JAMES ALEXANDER HANSMAN
MATTHEW VASSAR PIERCE
Daniel Joseph Norton
Richard Matthew Cullen
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
JASON M PLATT

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