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Best financial advisors in Dartmouth, MA

Registered advisers within 25 miles of Dartmouth, MA.

Offices
368
Firms
162
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,810,552 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AE WEALTH MANAGEMENT, LLC
SOWELL MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
INTEGRATED WEALTH CONCEPTS LLC
INNOVATION PARTNERS LLC
COMMONWEALTH FINANCIAL NETWORK
HEMISPHERIC SPV CAPITAL LLC
CITIZENS SECURITIES, INC.
CLARITY RETIREMENT & WEALTH, LLC
SANTANDER SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
BARRY INVESTMENT ADVISORS, LLC
YANKEE INVESTOR, LLC

Investors

Emily Rose Shea
Travis Michael Kessock
Robert F Blasche
PETER CHARLES LANTZ
RANDI LAURA GIBBONS
NICHOLAS MICHAEL DADDONA
Sherri Lynn Curria
JON BUNDE SKOV
JOHNNY CORDEIRO
Robert Stephen Bancroft
Eric Mauricio
JOSE MANUEL MATOS
TRAVIS JAMES SOUSA
Jackson Wellman
Shilah Ashley Tate
JOHN EDWARD WILLIAMS
CHRISTOPHER ARNALDO RESENDES
Kevin Louis Albano
Louis Daniel Tavares
PAUL N PACHECO
Joseph Cassese
JAVIER MICHAEL BENTO
PAUL NICHOLAS PETRONELLI
PAULA MARIE TAVARES
William BARRY Vincente
James Edward Miles
TREY HAROLD WHALLEY
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

Within 25 miles of Dartmouth, MA, Best Investors lists 162 registered investment advisory firms with 368 offices nearby, managing about $12.6T in combined regulatory AUM across 2,810,552 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 Dartmouth

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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