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Best financial advisors in Osterville, MA

Registered advisers within 25 miles of Osterville, MA.

Offices
124
Firms
62
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,475,329 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
LENK LADNER INVESTMENT SOLUTIONS LLC
BURR & COMPANY, LLC
WASHINGTON FINANCIAL GROUP, INC.
REVIRESCO INVESTMENT MANAGEMENT LLC
JANNEY MONTGOMERY SCOTT LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
CAPTRUST
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JOHN GERARAD DOHERTY
AMY C DOHERTY
CARIE ANN CARNEY
JOHN BORDEN WILLIAMS
HUMAM KHALIL SIRHAL
LYNNE MARIE CLANCY
JAYNE M SCANLON
ROBERT DUNKLEY
ROBERTA ELIZABETH (RICHARDS) MAUCH
WILLIAM ALBERT MURDOCH
SCOTT PETER BARKER
ALFRED PETER SCHOFIELD
STEPHANIE MK ROLFE
JOHN RAYMOND THOMAS
DEREK MATTHEW GAGE
JOSEPH FRANCIS MCGEE
SEAN CHRISTOPHER KELLY
ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford
Patricia Susan Starek
Silas John Atsalis
ROBERT RUSSELL BROUTHERS
Matthew Warren Cole
Andrew G Mason
STACY AUSTIN REINHART
MICHAEL GREENLEAF GARRISON
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER

Within 25 miles of Osterville, MA, Best Investors lists 62 registered investment advisory firms with 124 offices nearby, managing about $11.5T in combined regulatory AUM across 2,475,329 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 Osterville

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