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Best financial advisors in Winchendon, MA

Registered advisers within 25 miles of Winchendon, MA.

Offices
87
Firms
39
Combined AUM
$4.49T
Firm-wide filings, not assets booked only here
Clients
635K
634,898 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
FOUNDERS FINANCIAL SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INVESTMENT MANAGEMENT TRUST, LLC
GROVE STREET FIDUCIARY, LLC
RBC CAPITAL MARKETS, LLC
ORBIS WEALTH MANAGEMENT

Investors

Cailte Kelley
Jordyn Lynds
Jason James Nero
Alex Joseph Petit
PAUL EDWARD FITZPATRICK
Amanda Blair Melanson
RYAN JOSEPH MCGUANE
Eric Chouinard
Ryan Edmond Laliberte
David J Mason
Tina Leslie
WILLIAM DAVID KESSLER
KIMBERLY DAWN STEWART
Cameron Todd Feyrer
PATRICK STEPHEN BULLIS
Jennifer Wironen Aube
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
Jahan Kumar Manasseh
Nicole Christine Groskreutz
PETER TIMOTHY SIMPSON
KENNETH PAUL POSCO
Brian Keith Hall
Ashley Mae Concha Vera
Jerica Nicole Wilkins
Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
CARL AMOS JOHNSON
HAZEL ELIZABETH GROLLJAHN
JOSEPH DOUGLAS DURELL
Thomas Frazier
Jacqueline Lundsted-Lyons
ANNA MARIE HIGHTER
Sara McDonough

Within 25 miles of Winchendon, MA, Best Investors lists 39 registered investment advisory firms with 87 offices nearby, managing about $4.49T in combined regulatory AUM across 634,898 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 Winchendon

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM