Best Investors Account Sign in

Best financial advisors in East Orleans, MA

Registered advisers within 25 miles of East Orleans, MA.

Offices
57
Firms
35
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,413,539 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of East Orleans, MA, Best Investors lists 35 registered investment advisory firms with 57 offices nearby, managing about $11.2T in combined regulatory AUM across 2,413,539 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 Orleans

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