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
Cogdell Oneal Bradshaw
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Brian Keith Gerhardson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Marcella M Behman
Registered Affiliation(s):MORGAN STANLEY
Celeste Simone Bevilacqua
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
David Charles Gornbein
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Shellie Suzanne Hill-loftus
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Wayne Mark Sackley
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Kimberly Yvonne Lacour
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Laura Elizabeth Radko
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Geoffrey W Soper
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peter C Noonan
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
James W W Buzgo
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Joseph Hoban
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Irene Bock
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John David Gentry
Registered Affiliation(s):ASSET STRATEGY ADVISORS, LLC
Kurt Joseph Burger
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
John Alan Drennan
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Christopher Humm Brehm
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Zan Vaughan Hughes
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Robert Todd Roane
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Julio Alberto Velis
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Randy Allen Heinz
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Carlos De Leon
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Carolyn Bella Catlin
Registered Affiliation(s):FENWAY FINANCIAL ADVISORS, LLC
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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