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Best financial advisors in Mattapoisett, MA

Registered advisers within 25 miles of Mattapoisett, MA.

Offices
199
Firms
88
Combined AUM
$9.44T
Firm-wide filings, not assets booked only here
Clients
2.14M
2,135,654 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
CCM INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CLARITY RETIREMENT & WEALTH, LLC
SANTANDER SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
FIRST DUE FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
SOWELL MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
AE WEALTH MANAGEMENT, LLC

Investors

PAUL NICHOLAS PETRONELLI
PAULA MARIE TAVARES
William BARRY Vincente
James Edward Miles
TREY HAROLD WHALLEY
TRAVIS JAMES SOUSA
Jackson Wellman
Shilah Ashley Tate
Louis Daniel Tavares
PAUL N PACHECO
Andrew Richard Sylvia
CHAD CLAYTON MELLO
Angelo Q Gordon
JOHN EDWARD WILLIAMS
CHRISTOPHER ARNALDO RESENDES
Kevin Louis Albano
DENNIS ROUKE
JEROME SULLIVAN
Andrew Thomas McAlarney
BARRY SCOTT WYMAN
ELIZABETH K SOUZA
RANDI LAURA GIBBONS
NICHOLAS MICHAEL DADDONA
Sherri Lynn Curria
JON BUNDE SKOV
PETER CHARLES LANTZ
Emily Rose Shea
Travis Michael Kessock
Robert F Blasche
Connor Charles March

Within 25 miles of Mattapoisett, MA, Best Investors lists 88 registered investment advisory firms with 199 offices nearby, managing about $9.44T in combined regulatory AUM across 2,135,654 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 Mattapoisett

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM