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Best financial advisors in East Harwich, MA

Registered advisers within 25 miles of East Harwich, MA.

Offices
87
Firms
47
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

STIFEL, NICOLAUS & COMPANY, INCORPORATED
DOWNING CAPITAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
PIER 42 ADVISORS
LPL FINANCIAL LLC
B. RILEY WEALTH ADVISORS, INC.
THE MONTGOMERY FINANCIAL GROUP, INC.
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PEARSON FINANCIAL SERVICES
OSAIC INSTITUTIONS, INC.

Investors

PAUL ALBERT LAURELL
Michael Robert Sullivan
TIMOTHY ALEXIS JOHNSON
ROBERT DOUGLAS SULLIVAN
Andrew B Ball
RYAN CHRISTMAN MICKIEWICZ
BRETT THOMAS VON FLATERN
HILARY ELIZABETH O'MALLEY
DAVID MICHAEL LAMB
WALTER DAVID MASON
BRUCE GIGUERE
Vincent Charles Renaut
THOMAS JOSEPH LANGWAY
SUSAN LEMIEUX
HERBERT ELWIN MONTGOMERY
Jonathan Tyler Ambrose
Igor D Avelar
EDWARD GERALD BENZ
JORDAN DOUGLAS TRAUB
DOUGLAS EDWARD SIVCO
THOMAS PATRICK MCINTYRE
Angelos Constantine
CORAL ANNETTE MURPHY
CHRISTOPHER THOMAS DUPEE
WILLIAM ERIC LORD
DEBRA LYNN COCCORO
BRYAN WILLIAM BASTONI
KATHLEEN FOWLER
SAMUEL Campbell WATSON
Christian Paul Pavlakis
DUSTIN TYLOR AIGUIER
ALAN RICHARD MELANSON
JASON M ROGERS

Within 25 miles of East Harwich, MA, Best Investors lists 47 registered investment advisory firms with 87 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 East Harwich

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