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Best financial advisors in Cummaquid, MA

Registered advisers within 25 miles of Cummaquid, MA.

Offices
108
Firms
56
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,475,322 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BOGLE WEALTH MANAGEMENT, LLC
FLAGSHIP HARBOR ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WEST BRANCH CAPITAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

Calan Richard Philbrook
Rebecca Taber Flaherty
JEREMY GRANT BOGLE
ROBERT ALDEN HILL
JEFFERSON STACY JONES
MATTHEW AARON MORROW
GREGORY PAUL MUNROE
ROBERT ANTHONY MARTIN
Egle Bakunaite
GWEN BOROWICZ DADOLY
William Michael Satkevich
STEPHEN ROBERT WIPER
ANNE ELIZABETH CHRISTOPULOS
Candice Travis
Evelina Fitzgerald
Giselle Sarilho Ferguson
Ekaterina Krasimirova Petrova
Maria Michelle Mabelle Ferguson
SEAN CONLEY TODD
BRADD LAWRENCE CUPPELS
Patrick Christopher Murphy
James Rocco Tenaglia
Ethan Frank Madera
KEVIN PATRICK DUCIE
WILLIAM RUSSELL TODD
TIMOTHY HOVEY CHAPIN
Christopher Hovey Chapin
Madeline Amberg
JOHN ROBERT DAVIDSON
ANCA DANIELA DEHELEAN
SHAWNA RAE LOCKLEY
PHILIP JOSEPH WEBER
WILLIAM BUCKLEY MCCANN
STEVEN WILLIAM HESLINGA
PAUL MICHAEL HESLINGA
GREGORY SMITH
JESSICA DEAN
HAROLD WILLIAMS TAYLOR
CHRISTOPHER JOHN MCCARTHY
Andrew Lenzi
RICHARD JOSEPH VAUGHN
BOBBIE JO PIPPIN-ARNDT
TIMOTHY JOSEPH WILLIS
Henrik E Gulmann
ALLYSON E BARONI
ERIKA CAMPBELL
Robert A Santos
Katherine J Cleary
Frederick C Palmer
JAMES B SIMPKINS
Jessica Marie Fiedler
Elizabeth A LaCroix
Michael F Fernon
DIMITAR S ARABADZHIEV
Robert J Rice
LINDSAY MARIE HIXON
Carrie Lynn Woods
Alec McLeod
RANDALL DAVID VAN SICKLE
Sean J Driscoll
ALEXANDER EDWARD NABHAN
Benjamin C Skaggs
JOHN PHILLIP MCABEE
DEBORAH MERRON GWIZD
Marcus J Laube
VINCENT S RING
Brett Dries
Charles Ellis
Kevin Ewing
James Jose Jazo
SHAWN M MCKEEN
RONALD FISHMAN
PATRICK PHELAN
drewry lyon mcmullen
Luke Francis Bagley
Russell W Ball

Within 25 miles of Cummaquid, MA, Best Investors lists 56 registered investment advisory firms with 108 offices nearby, managing about $11.6T in combined regulatory AUM across 2,475,322 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 Cummaquid

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