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Best financial advisors in West Lynn, MA

Registered advisers within 25 miles of West Lynn, MA.

Offices
2,171
Firms
1,123
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,546,216 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
TRUST ADVISORY GROUP LTD
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRYSTAL CAPITAL MANAGEMENT CORPORATION
LENNOX FINANCIAL
J.P. MORGAN SECURITIES LLC
TIMOTHY CHARLES FINANCIAL, LLC
R.A.I. FINANCIAL SERVICES, INC.
INTEGRATED WEALTH CONCEPTS LLC

Investors

JOSEPH E SHEA
COLIN PATRICK MCCARTHY
BRIAN ROBERT THOMAS
JESSICA LEE LOUGHNANE
Andrew Menefee
PAUL KEVIN BERGERON
Stephen Yeager
SCOTT P BROGAN
FRANK ANTHONY PERELLA
ANTHONY DAVID SPEZIALE
David John Dorgan
Fabiola Louis-Jean
Harold Jay Zazula
WILLIAM LAWRENCE BURTON
JOHN LENNOX BOYLE
Oscar G. Rodriguez
Ari J. Goldfine
TIMOTHY CHARLES MORTELLITE
JOHN JAMES MEKLIS
JOSEPH MICHAEL ROSANO
KEVIN DAVID DOUGLASS
MICHAEL ANTHONY GIANNATTASIO
PATRICK W PIRONE
BENJAMIN C BRAYSHAW
RICHARD JOSEPH TARTARINI
KENNETH LOWELL MORAN
JOSEPH S SABELLI
NISHAN DICKRAN MOOTAFIAN

Within 25 miles of West Lynn, MA, Best Investors lists 1,123 registered investment advisory firms with 2,171 offices nearby, managing about $42.0T in combined regulatory AUM across 3,546,216 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 Lynn

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