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Best financial advisors in Westminster, MA

Registered advisers within 25 miles of Westminster, MA.

Offices
220
Firms
88
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,705,522 clients when Item 5C has a number
Avg / client
$6.73M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
ON INVESTMENT MANAGEMENT CO
INVESTMENT MANAGEMENT TRUST, LLC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

Jennifer Wironen Aube
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
Eric Chouinard
Ryan Edmond Laliberte
Amanda Blair Melanson
PETER TIMOTHY SIMPSON
PAUL EDWARD FITZPATRICK
RYAN JOSEPH MCGUANE
KENNETH PAUL POSCO
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND
Nicole Christine Groskreutz
Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
Jahan Kumar Manasseh
SUSAN DORVAL DORSEY
Christina Gunther Lashua
Christine Karen Pelletier
Christopher Paul Bozicas
Mark Anthony Montaquila
LEE ANN NAULT
MARK CHRISTOPHER BOLDEIA
DAVID ANDREW RAMPELLO

Within 25 miles of Westminster, MA, Best Investors lists 88 registered investment advisory firms with 220 offices nearby, managing about $11.5T in combined regulatory AUM across 1,705,522 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 Westminster

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM