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Best financial advisors in Dover, MA

Registered advisers within 25 miles of Dover, MA.

Offices
2,168
Firms
1,106
Combined AUM
$41.5T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,525,121 clients when Item 5C has a number
Avg / client
$11.8M
Combined AUM ÷ clients

Nearby offices

Firms

KASTEL CAPITAL ADVISORS, LLC
EASTSOUND CAPITAL ADVISORS, LLC
STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS
OLIVER INVESTMENTS
IBS CAPITAL LLC
BLUEBIRD WEALTH MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
ESSENTIAL MANAGEMENT
RHEECO, INC.
WILLIAMS ADVISORY SERVICES, LLC
SILVER PINE CAPITAL, LLC
EDWARD JONES
WOLFSTICH CAPITAL, LLC
ASHWOOD ADVISORS
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
DOVER INVESTMENT ADVISORY CORPORATION
AMA OFFICE SOLUTIONS LLC
PROCTOR FINANCIAL
FREEMAN FINANCIAL LLC

Investors

MATTHEW VASSAR PIERCE
ROBERT BRUCE HANNA
STEPHEN HILL PECK
DAVID JAY MORTON
BRIAN JAN SOKOLOWSKI
ANDREW JOHN SOKOL
KEITH PATRICK CORBETT
MICHAEL RYAN DIFIORE
Andrew O'Leary
DAVID YOON-HEE RHEE
Peichi Lo
DANIEL ROBERT WILLIAMS
ROBERT MARC SKLOFF
EDWARD FRANCIS VAHEY
Richard Matthew Cullen
THEODORE JOHN WOLFSTICH
STEPHEN ANDREA GEREMIA
MATTHEW A. GEREMIA
Daniel Joseph Norton
STUART KEVIN NAGODE
DAVID ALEXANDER LEVY
Benjamin Morris Levy

Within 25 miles of Dover, MA, Best Investors lists 1,106 registered investment advisory firms with 2,168 offices nearby, managing about $41.5T in combined regulatory AUM across 3,525,121 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 Dover

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM