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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

WORLD INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GRANITE WEALTH MANAGEMENT LLC
GREAT OAK CAPITAL PARTNERS, LLC
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
FINANCIAL FOCUS ASSET MANAGEMENT,INC.
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

John David Smith
Michael Charles Hulett
LAURIE JEAN GODDARD
LORI ANN ULM
JOHN DENNIS EGGERS
John Joseph Donaruma
DEBORAH FRIEDA CAMPBELL
Kevin Michael Campbell
JOHN ANDREW ZARO
BRUCE ANTHONY ZARO
EDOUARD Emile Gerin BEGIN
John Philip Cooney
JERALD GORDON RUBIN
JON KELLY HENDERSON
Attar Leve Chalif
LEO FRANCIS LEYDON
Charles CHRISTOPHER Gilbert
EMRE OZTUNC
Samuel Nogueras
JESSICA ENGLAND
ASTA MULDOON
Luc James Domagala
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
Brian Mullen

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