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Best financial advisors in Falmouth, MA

Registered advisers within 25 miles of Falmouth, MA.

Offices
140
Firms
71
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,554,703 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
CUTTER FINANCIAL GROUP LLC
LPL FINANCIAL LLC
FOUNDERS FINANCIAL SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
LEGACY TWO ADVISORS, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
NICHOLS INVESTMENT ADVISORY SERVICES
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VINEYARD WEALTH GROUP, LLC
SEIDMAN INVESTMENT PORTFOLIOS

Investors

TODD ARMSTRONG DRUMMEY
JANET COGGESHALL CHADIE
Ove Asendorf
JEFFREY THOMAS CUTTER
Ethan M Kapsambelis
Jennifer Elizabeth Farrington
TIMOTHY WILLIAM QUILL
ROBERT CLEMENT BARRY
MATTHEW HARVEY KEELING
BROOKS PAULDING BARTLETT
MAURA JEANNE RYAN
JOHN FRANCIS FRANZAGO
Brandon Hunter Todd
BRENDAN GEGGATT
DAVID JOSEPH MCPHERSON
Keyana Johns Russ
EDWARD RICHARD EASTMAN
ALAN JEFFREY HARTSTONE
Sarah Jean Laird
Jonathan Robert Laird
Grant Alan Joiner
JILL MARIE HANSEN
EDOUARD Emile Gerin BEGIN
DANIEL JAY SEIDMAN
STEVEN ALAN GRIFFITH

Within 25 miles of Falmouth, MA, Best Investors lists 71 registered investment advisory firms with 140 offices nearby, managing about $11.8T in combined regulatory AUM across 2,554,703 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 Falmouth

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