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Best financial advisors in West Townsend, MA

Registered advisers within 25 miles of West Townsend, MA.

Offices
323
Firms
114
Combined AUM
$8.89T
Firm-wide filings, not assets booked only here
Clients
2.25M
2,251,222 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
INVESTMENT MANAGEMENT TRUST, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
SOUND INCOME STRATEGIES, LLC
THE PRACTICAL PLANNER
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Mark Clayton Collier
Corey F Lefavor
RYAN RAYMOND LEBLANC
JOHN JOSEPH DIBENEDETTO
Keith Najjar
Peter Torrey Fredericks
DAVID MICHAEL EARLS
ANTHONY JOHN COLETTI
Paul Joseph Chlebecek
Nicole Christine Groskreutz
KENNETH PAUL POSCO
Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
THOMAS FRANCIS WHEELER
PETER TIMOTHY SIMPSON
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND
RYAN JOSEPH MCGUANE
Mark Anthony Montaquila
Peter Derek TenBroeck Jr.
MARK ANTHONY VASAPOLLI
Benjamin G Woolfrey
JAMES E. ELLIS
Shelly Kay Gillis
Andrew David Gillis
PATRICIA ANN KONETZNY
JOHN HENRY KONETZNY
SUSAN DORVAL DORSEY

Within 25 miles of West Townsend, MA, Best Investors lists 114 registered investment advisory firms with 323 offices nearby, managing about $8.89T in combined regulatory AUM across 2,251,222 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 Townsend

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM