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Best financial advisors in Whitman, MA

Registered advisers within 25 miles of Whitman, MA.

Offices
1,693
Firms
950
Combined AUM
$40.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,513,583 clients when Item 5C has a number
Avg / client
$11.5M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FLAGSHIP HARBOR ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BRIDGEPORT FINANCIAL SOLUTIONS
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
SHP WEALTH MANAGEMENT, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CITIZENS SECURITIES, INC.
FINANCIAL FOCUS ASSET MANAGEMENT,INC.

Investors

KIMBERLY ANN KELLY
STEVEN BRETT BRUCE
ALLISON ELIZABETH CONLON
EVAN PETER WELCH
Mitchell Sanford
MICHAEL WILLIAM MALLON
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato
Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo
Joshua Paul Santos
Laura Russo
Michael A Guthrie
PATRICK MICHAEL RANDALL
MATTHEW CHAPMAN PECK
KEITH WINSLOW ELLIS
Kyle Britton
Anthony J Finocchiaro
RAPHAEL HANNA
Rafael Gregory Reyes
Aidan Vito Arone
Christopher Paul Willis
CHASE ANDREW REARDON
Zachary Scott Perkins
Paul Michael Kittredge
David A Hathaway
MARK STEWART KENNEY
NICHOLAS ERROLD NELSON
DEREK L.(MI ONLY) GREGOIRE
KATHERINE PATRICIA BAKER
Jonathan Francis Morrison
ALINA OSOKHOVSKA
JACK PAUL BETTLE
James Patrick Sferrazza
Sandra Gail Childs
Christopher B Wiklund
THOMAS G MAYER
EDWARD WILLIAM PRIDE
ROBERT PELLAND
Eric Maiuri
KAWTAR SLAOUI
HIMANI PATEL
PAUL K WONG
JON MATTHEW GARVIN
Kamryn Person
TIMOTHY L O'ROURKE
LEO FRANCIS LEYDON
BRADLEY SCOTT ARMSTRONG

Within 25 miles of Whitman, MA, Best Investors lists 950 registered investment advisory firms with 1,693 offices nearby, managing about $40.6T in combined regulatory AUM across 3,513,583 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 Whitman

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