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Best financial advisors in Whately, MA

Registered advisers within 25 miles of Whately, MA.

Offices
154
Firms
53
Combined AUM
$9.86T
Firm-wide filings, not assets booked only here
Clients
1.59M
1,586,646 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ST. GERMAIN INVESTMENT MANAGEMENT

Investors

FRANCIS GEORGE SOBIESKI
Jared Paul Walsh
MATTHEW CHARLES RAMON
THOMAS DUANE SCHREIBER
SARAH Marie BURNAP
Christopher Brendan Baker
Richard Gaudreau
Samuel Thomas Schreiber
NICOLE CATHERINE DOMNARSKI
Joseph Michael Bach
Nicholas Sebastian Paine
AARON FRANCIS SMITH
MARK PHILIP VACLAVICEK
Christopher Thaddeus Huxley
ALLEN J DAVIS
LOUIS DAVIS
Trevor David Kagan Lyne
Claire Kelly
Michael Taylor Brown
Margaret O. Moore
JAMES JOSEPH MAHONEY
Shane Hollenbeck
KAREN DOLAN CURRAN
MOLLY ANN KEEGAN
RUTH FRANCIS
CORIE ELIZABETH NEW
Amy Watts
KRISTINE ANNA KOCZAJOWSKI
PAUL JAMES PIERCE
Marianne Dorothy Bannan
MELODY ANDREA ADA FOTI
Timothy W. Corwin
Jeffrey S Carlson
Timothy Rogers Hampson
Chris Landry
STEPHEN RAY LANZIT
Dennis C Morin
LAURA MARIE BOVINO
MARY KATE FRODEMA
CHRISTOPHER BOOTH MILNE
SYLVIA MENDOZA CALLAN
WILLIAM PETER BREAULT
HARRIETT ELIZABETH BARNES
CHRISTINA L COUZELIS
Joanne Rosa Saraiva
Jennifer Craig Ewers
Laura Townes

Within 25 miles of Whately, MA, Best Investors lists 53 registered investment advisory firms with 154 offices nearby, managing about $9.86T in combined regulatory AUM across 1,586,646 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 Whately

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM