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Best financial advisors in Oak Bluffs, MA

Registered advisers within 25 miles of Oak Bluffs, MA.

Offices
115
Firms
57
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,463,889 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Oak Bluffs, MA, Best Investors lists 57 registered investment advisory firms with 115 offices nearby, managing about $11.5T in combined regulatory AUM across 2,463,889 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 Oak Bluffs

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