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Best financial advisors in North Falmouth, MA

Registered advisers within 25 miles of North Falmouth, MA.

Offices
180
Firms
86
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,611,683 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

CUTTER FINANCIAL GROUP LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC
FOUNDERS FINANCIAL SECURITIES LLC
EAGLE STRATEGIES LLC
LEGACY TWO ADVISORS, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
CHARLES SCHWAB & CO., INC.
NICHOLS INVESTMENT ADVISORY SERVICES
COMMONWEALTH FINANCIAL NETWORK
SAGE WEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COTTAGE STREET ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JEFFREY THOMAS CUTTER
Ethan M Kapsambelis
Jennifer Elizabeth Farrington
TIMOTHY WILLIAM QUILL
TODD ARMSTRONG DRUMMEY
JANET COGGESHALL CHADIE
Ove Asendorf
ROBERT CLEMENT BARRY
Brandon Hunter Todd
BRENDAN GEGGATT
DAVID JOSEPH MCPHERSON
Keyana Johns Russ
EDWARD RICHARD EASTMAN
MATTHEW HARVEY KEELING
BROOKS PAULDING BARTLETT
MAURA JEANNE RYAN
JOHN FRANCIS FRANZAGO
KATHLEEN ANNE ANDERSON
KELLEY ELIZABETH MCGOLDRICK
BONNIE SUSAN KIRCHNER
STEVEN ALAN GRIFFITH
MICHAEL KIM DAVIS
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER

Within 25 miles of North Falmouth, MA, Best Investors lists 86 registered investment advisory firms with 180 offices nearby, managing about $13.1T in combined regulatory AUM across 2,611,683 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 North 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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM