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Best financial advisors in Mashpee, MA

Registered advisers within 25 miles of Mashpee, MA.

Offices
134
Firms
65
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,637,578 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
LEGACY TWO ADVISORS, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
EAGLE STRATEGIES LLC
NICHOLS INVESTMENT ADVISORY SERVICES
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
FOUNDERS FINANCIAL SECURITIES LLC
BURR & COMPANY, LLC
LENK LADNER INVESTMENT SOLUTIONS LLC
WASHINGTON FINANCIAL GROUP, INC.

Investors

EDWARD RICHARD EASTMAN
DAVID JOSEPH MCPHERSON
Keyana Johns Russ
Brandon Hunter Todd
BRENDAN GEGGATT
JOHN FRANCIS FRANZAGO
MATTHEW HARVEY KEELING
BROOKS PAULDING BARTLETT
MAURA JEANNE RYAN
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER
ALAN JEFFREY HARTSTONE
Patricia Susan Starek
ROBERT CLEMENT BARRY
ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford
JOHN GERARAD DOHERTY
AMY C DOHERTY
CARIE ANN CARNEY
JOHN BORDEN WILLIAMS
HUMAM KHALIL SIRHAL

Within 25 miles of Mashpee, MA, Best Investors lists 65 registered investment advisory firms with 134 offices nearby, managing about $11.8T in combined regulatory AUM across 2,637,578 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 Mashpee

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