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Best financial advisors in West Roxbury, MA

Registered advisers within 25 miles of West Roxbury, MA.

Offices
2,261
Firms
1,144
Combined AUM
$42.1T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,941 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
GILBERT INVESTMENT MANAGEMENT
LPL FINANCIAL LLC
WGI DM, LLC
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
WESTWOOD GLOBAL INVESTMENTS
BLACKROCK FINANCIAL MANAGEMENT, INC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOX HILL WEALTH MANAGEMENT
BALANCED ROCK INVESTMENT ADVISORS
PLUM STREET ADVISORS, LLC
ASCENSUS INVESTMENT ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC
AKMAZO CAPITAL MANAGEMENT CO., LLC
COMMONWEALTH FINANCIAL NETWORK
FOCUS PARTNERS WEALTH, LLC

Investors

Frederick James Gillis
ALBERT ANDREW SMITH
JOHN WILLIAM FOSTER
DONALD E GILBERT
Francis Joseph McNamara
WILLIAM ALBERT MUGGIA
MARGARET MARY REYNOLDS
BRYAN LEE WARD
JAMES BRENDAN MACKINAW
MICHELINE E YACOUB
Scott Kluge
Pavel Prihodko
WILLIAM RYAN
Ian Sanderson McConnell
PATRICIA BRYNIARSKI WELSH
MICHAEL DOHERTY BROWN
JETHRO SAAH KOLLIE
Eric Christopher Benz
DANIEL MACLAY FLANNERY
ASHLEY ELIZABETH MURRAY
Brian Paul Doherty
Laura Marie Daniels
THOMAS JOSEPH HIGGINS
Jonathan A SMITH
ANDREW JOHN PELLEGRINO
DAVID DIRKS
ALISA MARIE SKATRUD
CHRISTOPHE JEAN-LOUIS CADIOU
NATALIE FONG
ERIN WALTERS NELSON
Lori Lee Williams
DANIEL JEFFREY IRIZARRY
Patty Ann Miller
Daniel McCurran Basile
Jay Lawrence Hollis
JEFFREY VINCENT HOCKENBROCK
KHASHAYAR AHOURAEI
DEREK M VITO
Christopher A Tingley
THOMAS LOWE
Allen John DeVincent
CARL JEFFERSON SETTLES
Joseph David Wilcox
MELISSA A BAILEY
Benjamin Fisher
BRAD RICHARD TRAYNOR
Kristin Anne Meader
ELIZABETH ANN SADWICK
Robert Percival
Paul Gregory Souppa
Leigh Winchester Fleming
Michael Leonard
Desiree Monique Lemelle
DAVID WALTER RYDZESKI
Zachary Philip Nowicki
James Ryan Moore
PAUL ANTHONY NOVITSKI
Todd Andrew Brooker
JOHN CHRISTOPHER CONLEY
RYAN CLIFFORD MARSTON
Nathan Upton
ANDREW MARCUS KARELIS
CHRISTOPHER ROBERT MCINTYRE
RICHARD CHARLES HAGOPIAN
CORRINE M SONIA
JONATHAN SCOTT HOLT
MATTHEW JOHN SLIWA
JOHN PAUL ESPOSITO
SAMANTHA SEABURY VONA
RACHEL MERI ZIBRAK
JONATHAN JAY DERBY
MARK ALAN DERBY
TODD CRAIG SILVERMAN
Preston Wong
Parker Stephen Walsh

Within 25 miles of West Roxbury, MA, Best Investors lists 1,144 registered investment advisory firms with 2,261 offices nearby, managing about $42.1T in combined regulatory AUM across 3,545,941 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 Roxbury

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