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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

ACCURATE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JCM FUND MANAGER, LLC
FLAGSHIP WEALTH ADVISORS, LLC.
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRANITE WEALTH MANAGEMENT LLC
FINANCIAL FOCUS ASSET MANAGEMENT,INC.
EAGLE STRATEGIES LLC
GREAT OAK CAPITAL PARTNERS, LLC

Investors

KENNETH JOSEPH MCGUIRE
Brian Mullen
MICHELLE CRAWFORD HILL
NICHOLAS JOHN DIMENNA
DEREK MATTHEW GAGE
RICHARD JOHN JOHNSON
SUSAN BOLEN LOWRY
John David Smith
Michael Charles Hulett
LAURIE JEAN GODDARD
LORI ANN ULM
JOHN DENNIS EGGERS
John Joseph Donaruma
PHILIP BRIAN CHANDLER
DEBORAH FRIEDA CAMPBELL
Kevin Michael Campbell
STEPHEN MICHAEL STABILE
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
JOHN ANDREW ZARO
BRUCE ANTHONY ZARO
LEO FRANCIS LEYDON
Attar Leve Chalif
John Philip Cooney

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