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Best financial advisors in Worcester, MA

Registered advisers within 25 miles of Worcester, MA.

Offices
346
Firms
132
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,658 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
USA FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
BOYD FINANCIAL STRATEGIES, INC.
CAPITAL ANALYSTS
LINCOLN INVESTMENT
SEB FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CARR FINANCIAL GROUP
CARL P. SHERR & CO., LLC
WORCESTER ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

Investors

THOMAS M VALENTINE
Darren Parent
Drew Mazzeo
JULIANNA DERISLEY
PAUL FRANCIS BUCKLEY
JOSHUA WILLIAM KANE
ANDREW JOHN CATALFAMO
Austin James Porchelli
JOHN ROBERT BOYD
ANGELA CASASANTO
BRETT James KUBIAK
MATTHEW ALDEN PALMGREN
JAY JOSEPH MERRILL
RAYMOND PAUL CLIFFORD
ROBERT FRANCIS RANO
ROBERT PAUL DECARO
SARA ELIZABETH MCGRATH
JOHN ROLAND ST MARIE
KERRI A MELLEY
JOSEPH N. STOLBERG
KEITH E BLANCHETTE
MARC J VANDERBAAN
BRIAN KEITH CARROLL
JOHN RICHARD LAMONTAGNE
ROBERT ALDEN HOEY
Patrick John Hoey
SPENCER MILLS LYONS
MARK GRAZIANO DISTEFANO
CHRISTOPHER PAUL CARELLI
ANDREA LYNNE LUCEY
BENJAMIN WILLIAM CAULEY
LEAH HELEN MICHALOWSKI
RICHARD MICHAEL CARR
CHRISTIAN GRUNDEL
JOHN SCOTT PIMENTAL
JENNIFER LEIGH SIMES
EDWARD LAURENCE SHERR
GARY HYMAN SHERR
JOSEPH JOHN BOURQUE
Jacob Wharton
SANGAM DAHAL
CARLOS OMAR ORTIZ
HAZEL JOY Nutt
Christopher A Laura Tenecela
ALLEN WEBSTER DILLAIRE
Kyle Eastwood Cornell
Louise Lydia Carin Henningsson
CHARLES EDWARD PATTERSON
JAMES WALTER CUSHMAN
MICHELLE MARIE FULLER
DEVON MATTHEW COONEY
NANCY LYNN SCOTT
MICHELLE LEIGH NEWCOMB
ASHLEY ELIZABETH RILEY
Brian R Jamros
KYLE CHRISTOPHER SWAIM
Susan Kelley
JONATHAN STEVEN MACK
JOSHUA ALEXANDER PAUL
ALEXANDER C BARTHOLOMEW
KATHLEEN JULIA Cyganiewicz
THOMAS JOHN BARTHOLOMEW
PETER CHARLES MCMANUS
HEATHER RYAN GIROLAMO

Within 25 miles of Worcester, MA, Best Investors lists 132 registered investment advisory firms with 346 offices nearby, managing about $12.9T in combined regulatory AUM across 2,689,658 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 Worcester

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM