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Best financial advisors in Dennis, MA

Registered advisers within 25 miles of Dennis, MA.

Offices
102
Firms
55
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,475,296 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
CAPTRUST
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
THE MONTGOMERY FINANCIAL GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
BURR & COMPANY, LLC
JANNEY MONTGOMERY SCOTT LLC
MML INVESTORS SERVICES, LLC

Investors

MICHAEL GREENLEAF GARRISON
ROBERT RUSSELL BROUTHERS
Matthew Warren Cole
Andrew G Mason
STACY AUSTIN REINHART
Silas John Atsalis
PAUL ALBERT LAURELL
Michael Robert Sullivan
TIMOTHY ALEXIS JOHNSON
ROBERT DOUGLAS SULLIVAN
HERBERT ELWIN MONTGOMERY
Jonathan Tyler Ambrose
Andrew B Ball
SUSAN LEMIEUX
DOUGLAS EDWARD SIVCO
THOMAS PATRICK MCINTYRE
Igor D Avelar
EDWARD GERALD BENZ
JORDAN DOUGLAS TRAUB
Angelos Constantine
DAVID MICHAEL LAMB
WALTER DAVID MASON
ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford
JOSEPH FRANCIS MCGEE
SEAN CHRISTOPHER KELLY
LYNNE MARIE CLANCY
JAYNE M SCANLON
ROBERT DUNKLEY
ROBERTA ELIZABETH (RICHARDS) MAUCH
WILLIAM ALBERT MURDOCH
SCOTT PETER BARKER

Within 25 miles of Dennis, MA, Best Investors lists 55 registered investment advisory firms with 102 offices nearby, managing about $11.5T in combined regulatory AUM across 2,475,296 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 Dennis

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