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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

MARINER INSTITUTIONAL, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
DIVERSIFY ADVISORY SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
OSAIC WEALTH, INC.
CJS FINANCIAL ADVISERS / CJSF ADVISERS
FOUNDATIONS INVESTMENT ADVISORS LLC
PFS INVESTMENTS INC.
PGIM INVESTMENTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SOUTH SHORE INVESTMENT SERVICES LLC
CAPITAL ANALYSTS

Investors

KENNETH GEORGE SEROPIAN
Christopher John Rivers
BRIAN MATTHEW JOYCE
JARAD MICHAEL MINSKY
MATTHEW ANGEL
CHRISTOPHER MICHAEL DONOVAN
Andrew Whigham
Michael Ferris
JULIAN REYES
JAY PATRICK IRVING
JEFFREY PAUL WHITE
JAMES ROBERT SICKOREZ
PAUL PHILIP MELANSON
CARL JOSEPH SMITH
CHRISTOPHER R FISHER
DANIEL TAYLOR
Brandon Mahogany
JOSEPH THOMAS BENSON
ANTHONY WISNER MILLER
STEPHEN JOHN LEARY
JOHN ALAN FREDERICKSON
MICHAEL PAUL QUIRK
Dylan Thomas Bernache
SEAN GEORGE BROWN
Luke Allen
WAYNE FRANCIS SULLIVAN
Joshua Edward Singer
Colby Hesson
KRISTEN MARIE NOONAN

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