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Best financial advisors in Cuttyhunk, MA

Registered advisers within 25 miles of Cuttyhunk, MA.

Offices
123
Firms
67
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,532,479 clients when Item 5C has a number
Avg / client
$4.03M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
CCM INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
SANTANDER SECURITIES LLC
LPL FINANCIAL LLC
BARRY INVESTMENT ADVISORS, LLC
YANKEE INVESTOR, LLC
PFS INVESTMENTS INC.
INTEGRATED WEALTH CONCEPTS LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CAPITAL ANALYSTS
SEIDMAN INVESTMENT PORTFOLIOS

Investors

DENNIS ROUKE
Andrew Richard Sylvia
CHAD CLAYTON MELLO
Angelo Q Gordon
Kevin Louis Albano
SARAH WHALEY DRAKE
JOHN BRENDAN CASTELOT
WHITNEY Erin HOLLAND
ELIZABETH MCGRATH GARVEY
PATRICK JOHN BARRY
Andrew Joseph Straus
KATHY ANN ALVES
BETHANY LYNN PARKER
Tyler Cedric Craig
JOSEPH MICHAEL BARRY
ROBERT B SULLIVAN
JASON WALTER HAWKES
DIANE DIBLASI
JOSEPH MICHAEL FORD
LISA KINGMAN FORNESS
CHRISTIE MAROTTA
ROSA JARDIM
NELSON LIMA LINHARES
TREY HAROLD WHALLEY
PAUL NICHOLAS PETRONELLI
PAULA MARIE TAVARES
William BARRY Vincente
James Edward Miles
Christopher J Fraine
Jordan Joseph Perdigao
Sarah Jessica Doolan
Kelly M Cooper
DANIEL JAY SEIDMAN
SALVATORE ALFRED MONDELLO

Within 25 miles of Cuttyhunk, MA, Best Investors lists 67 registered investment advisory firms with 123 offices nearby, managing about $10.2T in combined regulatory AUM across 2,532,479 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 Cuttyhunk

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM