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Best financial advisors in Winchester, MA

Registered advisers within 25 miles of Winchester, MA.

Offices
2,293
Firms
1,169
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,800 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
CANOPY CAPITAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOSTON STANDARD WEALTH MANAGEMENT, LLC
GUIDON GLOBAL LLC
SHEPHERD FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
EDWARD JONES
DW CAPITAL MANAGEMENT LLC
CITIZENS SECURITIES, INC.
OSAIC INSTITUTIONS, INC.
O'DONOGHUE INSURANCE AGENCY INC.
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HATHAWAY ADVISORY

Investors

DAVID FRANCIS MAHER
MICHAEL NICOLAS MARTONE
ERIC JASON GOLDEN
James Mathew Gibbons
Tatiana Sigalova
ZACHARY CONOVER BOUCHARD
ROBERT WALTER TAFURI
LEE GRAHAM EUDY
Spencer John Gilmore
STEVEN FRANCIS ST. PIERRE
PAUL ROBERT BOURGEOIS
STEVE LEE KUHLMAN
JAMES ROBERT LISTER
CHRISTOPHER MICHAEL COGLIANO
SAMUEL S SHEPHERD
ANTHONY JOSEPH CIARAMITARO
ROBERT MARK SHEPHERD
Noah Stephen Trofimow
Anthony Joseph Trofimow
Jonah J Lemieux
William Russell Green
John B Rensink
Kevin Beckwith Bush
TREVOR HARRISON DEAN
James R Claroni
Dylan A Souter
MICHAEL P MICHAELSON
Kelly L Carpenter
David W Lewis
JODY ANN SANTIAGO
Christopher Robert Scarlata
Greg Robert Beacom
Brian A McDonald
DANNY M BENEDETTI
LAUREEN MAEBETH LANDGREN
Megan Elizabeth Robbins
MATTHEW H STAPLES
ABDULLAHI H MOHAMED
NICHOLAS RALPH PIRROTTA
Robert Michael Kovalan
Gregory Jon Clemens
David Visini
STEVEN ERIC BERTOLO
NICHOLAS Henry BANKS
HARRIET C DOWER
Matthew J Smith
Richard I Gordon
Mitchell Weitz
Kamaldai Rahman
JUSTIN M BINION
Brian P Nagle
WILLIAM JOSEPH FORD
Gregory Joseph Gonynor
Zachary Noke
CHRISTOPHER HESLIN ADAMS
JONATHAN TODD HABIB
VINCENZO IANNUCCI
Thomas E Beaty
DANIEL JOHN MENTON
PAUL L. HAGEN
Anthony Fella
Eric James Bradley
WILLIAM EVARTS BENJAMIN
GREGORY P CANTONE
Jordan Gary Staveley
Ka Lai Ng
Paul Arbeit
Michael Brennan
DANIEL GRIJALVA
MARGARET MARY KOETZNER
JESSICA ALBRECHT LANDRETH
JEFFREY KENNEY HANNA
DOUGLAS SCOTT MOXHAM
Hugh W Beecher
NICOLE MARIE MOLNAR
KAREN LYNN JOHNSTON
Lester Satlow
JAMES ARVID MARKS
RANDALL SCHOLL
MEGAN DIA
Moira R McGlynn
PHILIP DESILUS
Christopher M. Falzone
Jonathan Matthew Lucente
Margaret Louise Mayes McGonigle
Nathaniel R Clark
Sean Patrick Connor
Derek Engen
COREY ADAM BOUCHER
Clement Farias
Brendan Michael Supple
Zoe Oasis
Edward Michael Lynch
FRANK THOMAS MARZELLA
KEVIN JOSEPH O'DONOGHUE
DENNIS ALFRED FRANSON
JULIE J RUANE
RICH VAN LOAN
JOHN ROBERT KELLY
ELLEN MARY KENNEY
DANIEL ROBERT HEENAN
BRIAN JAMES KIEFER
Jeffrey Wheeler
Benjamin B H Hathaway

Within 25 miles of Winchester, MA, Best Investors lists 1,169 registered investment advisory firms with 2,293 offices nearby, managing about $42.2T in combined regulatory AUM across 3,547,800 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 Winchester

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