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Best financial advisors in E Falmouth, MA

Registered advisers within 25 miles of E Falmouth, MA.

Offices
127
Firms
64
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,548,143 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

FOUNDERS FINANCIAL SECURITIES LLC
CUTTER FINANCIAL GROUP LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
LEGACY TWO ADVISORS, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
NICHOLS INVESTMENT ADVISORY SERVICES
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BURR & COMPANY, LLC

Investors

ROBERT CLEMENT BARRY
JEFFREY THOMAS CUTTER
Ethan M Kapsambelis
Jennifer Elizabeth Farrington
TIMOTHY WILLIAM QUILL
MATTHEW HARVEY KEELING
BROOKS PAULDING BARTLETT
MAURA JEANNE RYAN
JANET COGGESHALL CHADIE
Ove Asendorf
JOHN FRANCIS FRANZAGO
TODD ARMSTRONG DRUMMEY
Brandon Hunter Todd
BRENDAN GEGGATT
DAVID JOSEPH MCPHERSON
Keyana Johns Russ
EDWARD RICHARD EASTMAN
ALAN JEFFREY HARTSTONE
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER
Patricia Susan Starek
ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford
JOHN GERARAD DOHERTY
AMY C DOHERTY

Within 25 miles of E Falmouth, MA, Best Investors lists 64 registered investment advisory firms with 127 offices nearby, managing about $11.5T in combined regulatory AUM across 2,548,143 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 E Falmouth

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