Top Financial Advisors in Braintree, Massachusetts
Finding the right financial advisor in Braintree is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Braintree, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Braintree, MA.
Find the Best Financial Advisor Firms in Braintree:
PALLAS CAPITAL ADVISORS, LLC
CRD#: 310327
Address: 45 Braintree Hill Office Park Suite 201, Braintree, MA 02184
Clients: 473
Average Clients per Advisor: 23
AUM: $ 1.5B
MG FINANCIAL LLC
CRD#: 107649
Address: 30 Braintree Hill Office Park Suite 104, Braintree, MA 02184
Clients: 20
Average Clients per Advisor: 5
AUM: $ 1.1B
MSA FINANCIAL
CRD#: 107768
Address: 25 Braintree Hill Office Park Suite 303, Braintree, MA 02184-8716
Clients: 1,007
Average Clients per Advisor: 125
AUM: $ 870M
PEDDOCK CAPITAL ADVISORS, LLC
CRD#: 148216
Address: 50 Braintree Hill Office Park Suite 207, Braintree, MA 02184
Clients: 40
Average Clients per Advisor: 6
AUM: $ 496M
COMPASS CAPITAL CORPORATION
CRD#: 112323
Address: 50 Braintree Hill Office Park Suite 105, Braintree, MA 02184-8734
Clients: 1,234
Average Clients per Advisor: 77
AUM: $ 476M
LITTLE HOUSE CAPITAL, LLC
CRD#: 290070
Address: 35 Braintree Hill Park #100, Braintree, MA 02184
Clients: 77
Average Clients per Advisor: 11
AUM: $ 400M
How We Chose the Top Financial Advisors in Braintree, Massachusetts
To create this list of top financial advisor firms in Braintree, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Braintree has to offer.
Search Financial Advisors in Braintree, Massachusetts
Susan M Ahern-wiercinski
Registered Affiliation(s):INTEGRATED WEALTH CONCEPTS LLC
Mark Stephen Rizzo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Theresa Mary Rosen
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
John Francis Poulton
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Andrew G Mason
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Gerald Raphael Dufault
Registered Affiliation(s):THE PATRIOT FINANCIAL GROUP, LLC
Douglas Emil Bryan
Registered Affiliation(s):MORGAN STANLEY
Vincent Paul Panzini
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
George Harold Burdick
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeffrey James Brown
Registered Affiliation(s):BROWN ADVISORY GROUP, LLC
Douglas Bradford Gage
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Jude Pinto
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Terry Bradley Wells
Registered Affiliation(s):TSW WEALTH MANAGEMENT
David A Radoccia
Registered Affiliation(s):PENSIONMARK FINANCIAL GROUP, LLC
Julie A Prinkey
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
William James Wall
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Terence Hugh Hunt
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lori Ann Ulm
Registered Affiliation(s):CETERA ADVISORS LLC
Peter Francis Cardoza
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Lyman Hood Jackson
Registered Affiliation(s):FINANCIAL PLANNING SOLUTIONS, LLC
Debra Kendall Brede
Registered Affiliation(s):GW & WADE, LLC
Stephen Albert Zahka
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Newell Ames
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Eric Brown Propper
Registered Affiliation(s):CIBC PRIVATE WEALTH ADVISORS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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