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Best financial advisors in East Sandwich, MA

Registered advisers within 25 miles of East Sandwich, MA.

Offices
172
Firms
81
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,494,653 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE CAPE COD ADVISORS, LLC
WAVERLY ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CHARLES SCHWAB & CO., INC.
CAPTRUST
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

GREGORY COLEMAN FENTON
SCOTT THOMAS MYERS
Lisa Evelyn Bracken
BARRY NATHAN PASTER
Alexander Dolle
ALBERT MICHAEL STANTON
BRIAN MARK MCNAMARA
RICHARD ROBERT ROSSOMANDO
ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford
Silas John Atsalis
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER
drewry lyon mcmullen
Luke Francis Bagley
Russell W Ball
ROBERT RUSSELL BROUTHERS
Matthew Warren Cole
Andrew G Mason
STACY AUSTIN REINHART
VINCENT S RING
Brett Dries
Charles Ellis
Kevin Ewing
James Jose Jazo
SHAWN M MCKEEN
RONALD FISHMAN
PATRICK PHELAN
MICHAEL GREENLEAF GARRISON
TIMOTHY JOSEPH WILLIS
Henrik E Gulmann
ALLYSON E BARONI
ERIKA CAMPBELL
Robert A Santos
Katherine J Cleary
Frederick C Palmer
JAMES B SIMPKINS
Jessica Marie Fiedler
Elizabeth A LaCroix
Michael F Fernon
DIMITAR S ARABADZHIEV
Robert J Rice
LINDSAY MARIE HIXON
Carrie Lynn Woods
Alec McLeod
RANDALL DAVID VAN SICKLE
Sean J Driscoll
ALEXANDER EDWARD NABHAN
Benjamin C Skaggs
JOHN PHILLIP MCABEE
DEBORAH MERRON GWIZD
Marcus J Laube

Within 25 miles of East Sandwich, MA, Best Investors lists 81 registered investment advisory firms with 172 offices nearby, managing about $13.0T in combined regulatory AUM across 2,494,653 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 Sandwich

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM