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Best financial advisors in Rehoboth, MA

Registered advisers within 25 miles of Rehoboth, MA.

Offices
551
Firms
217
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,781,774 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FOSTER STRATEGIC WEALTH PARTNERS, LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
AXIS WEALTH PARTNERS, LLC
BLUE CHIP FINANCIAL ADVISORS, LLP
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROWN ADVISORY GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

JOHN JOSEPH NUNES
Cindy Ann Foster
AARON JACK SIMON
WILLIAM BENTON PYLES
JAIME RHEAUME
Michael Robert Ferrie
JOSHUA JON WELLS
MANUEL RAPOSA REZENDES
David M Davtian
KIRSTEN A. BAGAGLIA
RICHARD H BUCKLEY
JASON M PLATT
Jeremy Cox
JAMES JOSEPH RAIOLA
GABRIEL NICHOLAS DEFEO
Alexas Marie Cabral
VIRGIL SALES
MICHAEL G LEONARDO
Marc Robert Bastien
SEAN P DURKIN
DANIEL DA PONTE
MATTHEW WILLIAM SWEET
EMANUEL JAMES PINHEIRO
JOSHUA SOUSA PACHECO
THOMAS RICHARD BRYAN
JUDITH P HIGGINS
CLIFFORD J DECK
MICHAEL THOMAS MORETTI
WILLIAM M DELMAGE
JOHN ANGELO LEMME
BRYAN DOUGLAS BECOTTE
CALEB NEVES
NELSON M RIBEIRO
JONATHAN PAUL MATRULLO
Thomas J Case
MARK STEVEN BOWEN
ELAINE MARIE CARVELLI
MICHAEL EVERETT GENETTI
JEFFREY LEONARD ALLISON
MICHAEL DM YOFFEE
William Francis
Matthew Schmitz
DANIEL PATRICK DALTON
JEFFREY JAMES BROWN
HEATHER ELIZABETH SULLIVAN
WILLIAM JAMES WALL
JONATHAN CALVERT SMITH

Within 25 miles of Rehoboth, MA, Best Investors lists 217 registered investment advisory firms with 551 offices nearby, managing about $12.4T in combined regulatory AUM across 2,781,774 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 Rehoboth

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 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM