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Best financial advisors in Cataumet, MA

Registered advisers within 25 miles of Cataumet, MA.

Offices
182
Firms
87
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,594,113 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

SANTANDER SECURITIES LLC
SAGE WEALTH ADVISORS LLC
EAGLE STRATEGIES LLC
CHARLES SCHWAB & CO., INC.
LEGACY TWO ADVISORS, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
NICHOLS INVESTMENT ADVISORY SERVICES
CUTTER FINANCIAL GROUP LLC
FOUNDERS FINANCIAL SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
COTTAGE STREET ADVISORS
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
FIRST DUE FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC

Investors

Connor Charles March
KATHLEEN ANNE ANDERSON
Brandon Hunter Todd
BRENDAN GEGGATT
EDWARD RICHARD EASTMAN
DAVID JOSEPH MCPHERSON
Keyana Johns Russ
JEFFREY THOMAS CUTTER
Ethan M Kapsambelis
Jennifer Elizabeth Farrington
ROBERT CLEMENT BARRY
KELLEY ELIZABETH MCGOLDRICK
BONNIE SUSAN KIRCHNER
JOHN FRANCIS FRANZAGO
MATTHEW HARVEY KEELING
BROOKS PAULDING BARTLETT
MAURA JEANNE RYAN
MICHAEL KIM DAVIS
TIMOTHY WILLIAM QUILL
TODD ARMSTRONG DRUMMEY
JEROME SULLIVAN
Andrew Thomas McAlarney
JANET COGGESHALL CHADIE
Ove Asendorf

Within 25 miles of Cataumet, MA, Best Investors lists 87 registered investment advisory firms with 182 offices nearby, managing about $11.7T in combined regulatory AUM across 2,594,113 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 Cataumet

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM