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Best financial advisors in Worcestor, MA

Registered advisers within 25 miles of Worcestor, MA.

Offices
2
Firms
2
Combined AUM
$1.92T
Firm-wide filings, not assets booked only here
Clients
85.7K
85,659 clients when Item 5C has a number
Avg / client
$22.4M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JOHN BUTLER COONEY
PATRICIA M HENNEDY
EVAN A GREER
Christopher Michael Payton
Paul Mercer
Bryan C. Smith

Within 25 miles of Worcestor, MA, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $1.92T in combined regulatory AUM across 85,659 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 Worcestor

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM