Best financial advisors in Winthrop, MA

Registered advisers within 25 miles of Winthrop, MA.

Offices

2,183

Firms

1,134

Combined AUM

$42.0T

Firm-wide filings, not assets booked only here

Clients

3.55M

3,546,302 clients when Item 5C has a number

Avg / client

$11.9M

Combined AUM ÷ clients

Nearby offices

GWN SECURITIES INC.

74 Jefferson Street
Winthrop, MA 02152

CITIZENS SECURITIES, INC.

35 PUTNAM STREET MS: MA-681
WINTHROP, MA 02152

LATTANZI FINANCIAL SERVICES LLC

166 WINTHROP AVE
REVERE, MA 02151

ATLAS CAPITAL INVESTMENT LLC

99 SUMNER STREET COMMERCIAL D
EAST BOSTON, MA 02128

LPL FINANCIAL LLC

200 REVERE BEACH PKWY
CHELSEA, MA 02150

AEW CAPITAL MANAGEMENT LP

TWO SEAPORT LANE
BOSTON, MA 02210-2021

CONGRESS ASSET MANAGEMENT COMPANY, LLP

2 SEAPORT LANE
BOSTON, MA 02210-2001

CONGRESS ASSET MANAGEMENT COMPANY, LLP

2 SEAPORT LANE 5TH FLOOR
BOSTON, MA 02210

J.P. MORGAN SECURITIES LLC

87 Seaport Blvd
Boston, MA 02210

ALLSPRING FUNDS MANAGEMENT, LLC

101 Seaport Blvd 11th Floor
Boston, MA 02110

ALLSPRING FUNDS MANAGEMENT, LLC

101 Seaport Blvd, 11th floor
Boston, MA 02210

VOYA FINANCIAL ADVISORS, INC.

121 Seaport Boulevard 11th floor
Boston, MA 02210

VOYA RETIREMENT ADVISORS, LLC

121 Seaport Blvd 11TH Floor
Boston, MA 02210

T.RX CAPITAL

135 SEAPORT BLVD UNIT 1106
BOSTON, MA 02210-2732

LPL FINANCIAL LLC

135 SEAPORT BLVD
BOSTON, MA 02210

NUMERIC INVESTORS LLC

200 PIER 4 BOULEVARD 5TH FLOOR
BOSTON, MA 02210

STRATEGIC ADVISERS LLC

155 SEAPORT BLVD
BOSTON, MA 02210-2698

NUTTER INVESTMENT ADVISORS

SEAPORT WEST, 155 SEAPORT BOULEVARD 5TH FLOOR
BOSTON, MA 02210-2604

CW ADVISORS, LLC

155 SEAPORT BLVD 3RD FLOOR
BOSTON, MA 02210

NUTTER INVESTMENT ADVISORS

SEAPORT WEST 155 SEAPORT BOULEVARD
BOSTON, MA 02210

Firms

GWN SECURITIES INC.

CITIZENS SECURITIES, INC.

LATTANZI FINANCIAL SERVICES LLC

ATLAS CAPITAL INVESTMENT LLC

LPL FINANCIAL LLC

AEW CAPITAL MANAGEMENT LP

CONGRESS ASSET MANAGEMENT COMPANY, LLP

J.P. MORGAN SECURITIES LLC

ALLSPRING FUNDS MANAGEMENT, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA RETIREMENT ADVISORS, LLC

NUMERIC INVESTORS LLC

STRATEGIC ADVISERS LLC

NUTTER INVESTMENT ADVISORS

CW ADVISORS, LLC

Investors

JOSEPH B FERRARA

PAUL WILLIAM BERNARDI

JOHN JOSEPH VERRENGIA

WENHUA NMN ZHANG

BARBARA A QUINN

JAMES J FINNEGAN

NOEL BILLINGS BLAIR

MATTHEW TERENCE LAGAN

DANIEL ANTHONY LAGAN

JEFFREY KIRKLAND KERRIGAN

KEITH ROBERT GONTARZ

BRIAN TIMOTHY GUILD

JEFFREY RYAN PORTER

JOHN BRENDAN O'REILLY

E. MARTINE ELIE

JOHN GERALD FITZGERALD

JOHN MIDDLETON BEAVER

AMY BOWKER NOYES

TODD WILLIAM SOLOMAN

GREGG ANDREW OKEEFE

CHRISTOPHER MICHAEL LAGAN

KRISTIN LEE CARCIO

JOSEPH C CROWLEY

MELISSA ANNA CROSS

JONATHAN RICHARD LAGERSTEDT

KATHERINE N ULLUCCI

BRYAN DENNIS CARPENTER

CHRISTOPHER D JACKSON

PAUL M MARKARIAN

Holly Harben Swan

EVAN JARED MCCARTHY

Douglas Leigh Lyons

Joseph Frederick Blair

JAMES MICHAEL MITCHELL

MATTHEW NMN O'BRIEN

CHITMAN SINGH UPPAL

MICHAEL FREDERICK POWERS

OLUROTIMI SULAIMAN

Muriel Mary Dol

BRIAN MCGUNIGLE

ANTHONY RAYMOND DISTASIO

BRENDAN KEAVENEY

ALEXANDER Frank ABRAMO

Rafael Lev Okon

Jarred Daniel D'Amico

SALVATORE DEMALIA

DYLAN JEFFREY CANTARA

JORDAN MICHAEL FAUCI

GAVIN SYMINGTON

ANTHONY WILLIAM GASBARRO

JUSTIN DEMARTIN

Jacob Charles McClary

PATRICK S. LEARY

LAUREN KATHERINE DOWLING

Jaymes Bonnell Torok

Mohammad Zeeshan

Christopher Cusolito

MADISON ELIZABETH BURR

CORMAC J. HAYES

DYLAN CHARLES CHANDLER

Brian Michael Lemay

Jon-Paul Russell Karpf

RAYMOND ARTHUR COSCIA

ERIKA A VAN LINGEN

NICOLAS SOUFFRANT

TERESA ANNE FINIGAN

BETHANY COREY COUGHLIN

ERICK CARLOS CALEDONIA

RYAN RICHARD VALLEE

WALTER F BUETTEL

JAMES DAVID CRAIG

Stephen Andrew High

DAVID BRIAN DANIELS

BENJAMIN ROY WARREN

JAMES MICHAEL MCCABE

ETHAN SCOTT BRACKETT

JONATHAN CHRISTOPHER GLENNON

Brett Alan Argall

MICHAEL LOUIS MAIDA

Aaron Karle Stoner

NATHAN JAMES SWIFT

Jordan Alan Yeomans

Kole Christopher Kelly

MAXWELL GRAFTON

MICHAEL BRIAN FLYNN

MAX FRANCIS EASTERDAY

Nicholas D Elkins

IZABELLA KACPRZYK

Matthew Flaherty

Quinn P Doherty

Seamus P McGrath

PEDRO HENRIQUE R TAMEIRAO

Mohammed El-Kassem

NICHOLAS GOPAUL

KEITH SCOTT LUCIER

JACK MICHAEL PATALANO

MATTHEW C. HEINLEIN

JOSHUA WALKER ALPERT

WILLIAM EDWARD ROURKE

NICHOLAS John MIHOPOULOS

TYLER BRIAN SMALL

HARRISON COURVILLE

ETHAN DEVIVEIROS

COLE HUNTER DELETTI

DYLAN FREDERICK MORRIS

CHRISTOPHER DANIEL KAJUNSKI

MATTHEW GALLAGHER

ALEXANDRA FAYE BAUER

GEORGE WALKER JAMES

Jacquelyn Marie Kane

Michael Robert Kirkman

Andrew Svonovec

FRANCIS PATRICK LEONARD

REBECCA ANN CHICCINO

Thomas P Stephens

ALYSSA MARIE DECKER

PATRICK RYAN CAINE

CHRISTOPHER JAMES MCMORROW

SHANE MATTHEW COMEAU

Michael C Ricci

CONNOR FRANCIS O'TOOLE

THOMAS LIVINGSTONE

DANIEL JOHN DESMARAIS

TYLER ANTHONY SANTILLI

Matthew Thomas Halpin

Nicolas Ruiz Colodrero

Havendra P Sookraj

DILLON ANDREW WRIGHT

TIMOTHY IAN MCNALLY

JONATHAN FRANCIS REILLY

Paul Robert Samuelson

JUSJEET PAUL SINGH

TIMOTHY PATRICK DRISCOLL

LINDA PAULA CHENG

ANDREW JOHN BARTON

CHRISTINA BACON

Elizabeth Na Zhao

Lisa Anne Prezzano

Jack Reilly Oricoli

POOJIT SUDARSHAN RAVIKUMAR

Shaquille LaShane Johnson

AIDAN JOSEPH MAGNOTTA

PATRICK JOSEPH GALLAGHER

SHANNON MARIE TIVNAN

THERESA VILLELLA

Stephen Ishbak Luna

NICHOLAS EDWARD YOO

MARCUS CHILES MCGRAW

AIMEE L. DEGIOVANNI

MATTHEW WAYNE KERNS

KARLANTOINE BALAN

ALEXANDER DEIKO

PETER EDWARD DOW

MATTHEW GREGORY MITSIS

MATTHEW ALEXANDER APKARIAN

NATALIE D FABRIZIO

ROBERT KENNETH SHAPIRO

MICHELLE BARBARA MORGAN

ELIZABETH ANNE JOHNSON

MARK CHARLES TRUCHAN

DAVID JOHN COSTIGAN

KENNETH RICHARD ZANNONI

JENNIFER KRISTINE DeSisto

KIMBALL ERIC PIERCE

FREDERICK MARCUS WARBURG

CLINTON DEAN LYNCH

KRISTEN JANE HOLLAND

MATTHEW PARKER BEAN

Sarah Elizabeth Caine

Frank Paul Lombardi

SEAN FRANCIS DONOVAN

SIOBHAUN MAUS JOHNSON

NELLY COLETA XAVIER

ROBERT DAVID LEN

JENNIFER RICE GATES

MARILEE ANNE FALCO

JENNIFER MARY ADAMS

SEAN PATRICK DILLON

CHRISTINE WINTERS LAWLESS

MICHAEL K GREEN

JOHN CHRISOM BERRY

ERIC Oscar ZELTNER

MICHAEL WILLIAM GALVIN

EMILY ROSE KAMEN

CESAR ALFONSO ORTEGA

Franklin S Bracey

Brendan Michael Lortie

Thomas William Raynor

Brian Macellara

Jennifer Lynn Pieson

RUSSELL JOHN PARSONS

LISA ANN CASSIDY

DAVID BRAD KAUFFMAN

CHRISTOPHER HAMILTON BRASHIER

ERIC TODD LANSHE

ROBERT EDWARD DRISCOLL

BRENDAN MICHAEL COLLINS

MICHAEL JOHN MURPHY

ROXANNE ELIZABETH FLESZAR

MICHAEL ANTHONY STAFFIERI

CHRISTOPHER SCOTT HEYMAN

JARED MICHAEL REILLY

MICHAEL ANDREW HAMOLIA

MARKELL ANTHONY STAFFIERI

MICHAEL KEVIN HARTY

ANDREW WILSON STANGE

MINDY ELLEN GASTHALTER

JUDE ARTHUR KOTARIDES

TORI LIND BENJAMIN

CARL WESLEY NOBLE

JEFFREY C LEATHE

ANDREW PARHAM GARY

Richard Ernest Milburn

MEGHAN PATRICIA LEE

RICHARD ALFRED SIPLEY

JAMES COLIN BACON

Within 25 miles of Winthrop, MA, Best Investors lists 1,134 registered investment advisory firms with 2,183 offices nearby, managing about $42.0T in combined regulatory AUM across 3,546,302 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 Winthrop

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