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Best financial advisors in Weymouth, MA

Registered advisers within 25 miles of Weymouth, MA.

Offices
2,092
Firms
1,087
Combined AUM
$42.0T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,545,368 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
BARRETT CAPITAL PARTNERS
DJG FINANCIAL SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
PASHADRE CAPITAL MANAGEMENT, INC
NAJARIAN FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GENESIS WEALTH ADVISORS, LLC
PFS INVESTMENTS INC.
BOSTONPREMIER WEALTH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AEQUITAS INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PATRICK CONNOR DOUGHERTY
PATRICK JUDE BARRETT
JOSEPH C BARRETT
RAYMOND ANDREW CHILDS
DONALD JOHN GUSTAFSON
OWEN THOMAS BERRY
MICHAEL THOMAS SHANLEY
RICHARD WILLIAM SMITH
JOSEPH FRANCIS ZANCA
JOSEPH MICHAEL CARNEY
MICHAEL KENNETH NAJARIAN
Marc A Kurzberg
Linh G Nguyen
Adrian Baldeon
TIMOTHY JOSEPH KELLEY
CHARLES FENWICK MURPHY
DAVID MARTIN GALBRAITH
RYAN DOUGLAS MARINI
ADAM NATHANIEL FERGUSON
ANDREW TODD KEBALKA
JOSHUA M GRIEVES
MARK ROBERT BOSSEY
MEREDITH RUSSELL
Mark D Stiles
CRISTINA MARIE DESTEFANIS
NOREEN DILLON WALSH
TIMOTHY BRACKETT NASH
MICHELLE C FALLON
Spencer Robinson Henderson
WARNER ARMS HENDERSON
MICHAEL ROBERT MCCONNELL
BRIAN J SWENSEN
ANDREW PHILLIP WITHEROW
MICHAEL GREGORY WELCH
PETER JAMES DONOVAN
THOMAS JOHN MCKINNON
TIMOTHY DAVID MACLELLAN

Within 25 miles of Weymouth, MA, Best Investors lists 1,087 registered investment advisory firms with 2,092 offices nearby, managing about $42.0T in combined regulatory AUM across 3,545,368 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 Weymouth

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