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Best financial advisors in Nantucket, MA

Registered advisers within 25 miles of Nantucket, MA.

Offices
9
Firms
7
Combined AUM
$5.55T
Firm-wide filings, not assets booked only here
Clients
949K
949,405 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
JANNEY MONTGOMERY SCOTT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.

Investors

SUSAN LIEVENS STOREY
RUSSELL JAMES JACOBSON
JUSTIN FERRIS ADOMUNES
RICHARD MARTIN SOTELL
EDWARD SCOTT PORTER
JUSTIN ROSS MEROLA
Jennifer Ghingher Snouffer
Joseph Elroy Snouffer
HORACE H SMITH
Christian Najera
BRYAN TRAVIS STEPHENS
GERALD WILLIAM CURTIS
STEPHEN JEREMY HALL
ROBERT JAY SCHIFF
ANTHONY WHITE SCHWEIZER
THOMAS WOOD

Within 25 miles of Nantucket, MA, Best Investors lists 7 registered investment advisory firms with 9 offices nearby, managing about $5.55T in combined regulatory AUM across 949,405 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 Nantucket

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM