Best Investors Account Sign in

Best financial advisors in Eastham, MA

Registered advisers within 25 miles of Eastham, MA.

Offices
63
Firms
36
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.
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
THE MONTGOMERY FINANCIAL GROUP, INC.
B. RILEY WEALTH ADVISORS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
DOWNING CAPITAL GROUP
PEARSON FINANCIAL SERVICES
PIER 42 ADVISORS

Investors

SAMUEL Campbell WATSON
Christian Paul Pavlakis
DOUGLAS EDWARD SIVCO
THOMAS PATRICK MCINTYRE
Angelos Constantine
Igor D Avelar
EDWARD GERALD BENZ
JORDAN DOUGLAS TRAUB
HERBERT ELWIN MONTGOMERY
Jonathan Tyler Ambrose
SUSAN LEMIEUX
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
Andrew B Ball
THOMAS JOSEPH LANGWAY
DAVID MICHAEL LAMB
WALTER DAVID MASON
CORAL ANNETTE MURPHY
CHRISTOPHER THOMAS DUPEE
WILLIAM ERIC LORD
DEBRA LYNN COCCORO
BRYAN WILLIAM BASTONI
KATHLEEN FOWLER
Vincent Charles Renaut
SEAN CONLEY TODD

Within 25 miles of Eastham, MA, Best Investors lists 36 registered investment advisory firms with 63 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 Eastham

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