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Best financial advisors in Dennisport, MA

Registered advisers within 25 miles of Dennisport, MA.

Offices
89
Firms
49
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,475,296 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
B. RILEY WEALTH ADVISORS, INC.
THE MONTGOMERY FINANCIAL GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
CAPTRUST
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WAVERLY ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
JANNEY MONTGOMERY SCOTT LLC

Investors

Luke Francis Bagley
Russell W Ball
drewry lyon mcmullen
JOHN MICHAEL BUTLER
SUSAN LEMIEUX
HERBERT ELWIN MONTGOMERY
Jonathan Tyler Ambrose
MICHAEL GREENLEAF GARRISON
ROBERT RUSSELL BROUTHERS
Matthew Warren Cole
Andrew G Mason
STACY AUSTIN REINHART
Silas John Atsalis
Igor D Avelar
DOUGLAS EDWARD SIVCO
THOMAS PATRICK MCINTYRE
EDWARD GERALD BENZ
JORDAN DOUGLAS TRAUB
Angelos Constantine
SCOTT THOMAS MYERS
Lisa Evelyn Bracken
BARRY NATHAN PASTER
Alexander Dolle
SAMUEL Campbell WATSON
Christian Paul Pavlakis
SEAN CHRISTOPHER KELLY
JOSEPH FRANCIS MCGEE
LYNNE MARIE CLANCY
JAYNE M SCANLON
ROBERT DUNKLEY
ROBERTA ELIZABETH (RICHARDS) MAUCH
WILLIAM ALBERT MURDOCH

Within 25 miles of Dennisport, MA, Best Investors lists 49 registered investment advisory firms with 89 offices nearby, managing about $11.4T 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 Dennisport

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