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Best financial advisors in East Wareham, MA

Registered advisers within 25 miles of East Wareham, MA.

Offices
212
Firms
92
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,587,720 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

BEAL CONSULTING, INC.
NEW ENGLAND FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JCM FUND MANAGER, LLC
FLAGSHIP WEALTH ADVISORS, LLC.

Investors

ALFRED LEO CAVACCO
STEVEN ALAN GRIFFITH
Ronald Merton Ellis
William Nechtem Swerdlick
ASTA MULDOON
Luc James Domagala
Brian Mullen
MICHELLE CRAWFORD HILL
NICHOLAS JOHN DIMENNA
DEREK MATTHEW GAGE
RICHARD JOHN JOHNSON
SUSAN BOLEN LOWRY
John David Smith
Michael Charles Hulett
LAURIE JEAN GODDARD
LORI ANN ULM
JOHN DENNIS EGGERS
John Joseph Donaruma
PHILIP BRIAN CHANDLER
DEBORAH FRIEDA CAMPBELL
Kevin Michael Campbell
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
STEPHEN MICHAEL STABILE

Within 25 miles of East Wareham, MA, Best Investors lists 92 registered investment advisory firms with 212 offices nearby, managing about $11.7T in combined regulatory AUM across 2,587,720 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 Wareham

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