Best Investors Account Sign in

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

IBN FINANCIAL SERVICES, INC.
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ETA INVESTMENT PARTNERS, LLC
ONEAMERICA SECURITIES, INC.
BEACON POINTE ADVISORS, LLC
EDWARD JONES
MERCER GLOBAL ADVISORS INC.
BALANCED ROCK INVESTMENT ADVISORS
WORLD INVESTMENT ADVISORS, LLC
RIGHTHAND CAPITAL, LLC
C.J.GILBERT FINANCIAL LLC
STRATEGIC FINANCIAL ALLIANCE, LLC

Investors

William Francis Bonk
Sofia Levina
DONALD A COHEN
Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH
Jacob Vigneau
QIN ZHAO
JONATHAN CHRISTOPHER ERB
Hali Rose Morrison
Rivers Edwards
DAVID M CAROLAN
MEIHUA TU
KYLE PATRICK BREDICE
Erin O'Brien
Jamie Katherine OBrien
Bryan Christopher Matson
James Hill
Zachary Frisella
Thomas Michael Ellwanger
Jared Albert Bishop
Map K On
Harrison Seitz
THOMAS VINCENT ALESSI
JOHN PAUL ORTHMAN
GARY ABBOTT DOODLESACK
CRAIG E RICHARDSON
Vikas Issar
JOANN R NAPOLI-WINANT
William John George
GEORGE THOMAS GATZUNIS
Bolaji Richard Odusanya
Vivian Cam
Peter Rodis
JOHN PRICE HUNTINGTON
JOHN VINCENT DILORENZO
JOHN WILLIAM BREEDLOVE
Melanie R Krupa
Jerry Thomas Alberico
Andrew Francis Holmes
LYMAN HOOD JACKSON
RICHARD HOWARD FINGERMAN
Dillon Frederick Driscoll
Matthew Louis Barrand
MAEVE KENNEDY LEHMAN
Jonathan A SMITH
RICHARD ARTHUR DAVIES
Leah Elizabeth McCormack
Adelaide Patricia Magee
QING YANG
AUDREY BAKER
ELISABETH MELTZER ZIMMERMAN
DANIEL MACLAY FLANNERY
ASHLEY ELIZABETH MURRAY
Brian Paul Doherty
Laura Marie Daniels
THOMAS JOSEPH HIGGINS
LEE ANN FATALO
THOMAS GERARD SNOW
Michael Kautz
Celeste Jeanne Gilbert
Devy Thangavel
Shane Fargo
BENJAMIN STUDLEY MAGOUN
TY ONILE ROCHELEAU
MICHAEL FRANCIS FITZWILLIAM
MICHAEL ERIC SLY

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