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Best financial advisors in West Upton, MA

Registered advisers within 25 miles of West Upton, MA.

Offices
849
Firms
370
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,017 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE ADVISOR GROUP, LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
SANTANDER SECURITIES LLC
LPL FINANCIAL LLC
GIRARD CAPITAL MANAGEMENT
OSAIC INSTITUTIONS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
GENEOS WEALTH MANAGEMENT, INC.

Investors

GREGG ROBERT MANIS
JAMES ALLEN VALIS
JODY YOUNG CLEMENT
GREGG ANTHONY CATSOULIS
ARMAND GERARD COTE
Michelle Rose Cote
GARTH MICHAEL FONDO
Jeffrey Forsythe
Mark Freeman
Scott Michael Johnson
PAUL TAMAGNI
David Michael Girard
PETER FRANCIS CARDOZA
SHELLEY Elaine ZICOLELL
ALAN J HADAD
JACQUELYN ANN SHERMAN-HERNE
STEPHEN JOHN COFFEY
MELISSA JEAN INDELICATO
NICHOLAS A FYNTRILAKIS
MICHAEL PARENTE
GREGG CHARLES PARKER
JOHN P. GALEGO
MICHELLE JOCHUM HALLENBECK
NERMIN KHALIL
Madhusudan Nambrath Nair
Matthew Sexton

Within 25 miles of West Upton, MA, Best Investors lists 370 registered investment advisory firms with 849 offices nearby, managing about $18.6T in combined regulatory AUM across 3,380,017 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 Upton

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM