Best Investors Account Sign in

Best financial advisors in Rockport, MA

Registered advisers within 25 miles of Rockport, MA.

Offices
286
Firms
134
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,698,469 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SAFFORD NICHOLAS H & CO INC
BEAUPORT FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.
GUARDIAN WEALTH ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
GOOD HARBOR ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
WERNAU ASSET MANAGEMENT
SOLUTIONS FOR DIVORCE
OSAIC WEALTH, INC.
EAST COAST ASSET MANAGEMENT, LLC
BOSTON RESEARCH AND MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

GARY MICHAEL COWLES
NORTON QUINCY SLOAN
William Parker Dwyer
JOHN EAST APTHORP SAFFORD
Matthew George Porter Safford
DEREK JASON REED
JONGDAI PARK
SERENA MA LOW
KEVIN MICHAEL BILENCHI
Michael James Paluch
KATHERINE ELIZABETH GLIDDEN
DAVID SCOTT MCKECHNIE
NATHAN PRATT BUDROW
MATTHEW RAYMOND LANGIS
MATTHEW MILLER BABSON
ANKE PARPART
LONNIE RANSOM MAYER
DONNA IRENE CROCKER
Alexander Buxbaum
MICHAEL ROBERT BUXBAUM
ROBERT LOUIS CAPONE
PETER CHRISTOPHER WERNAU
JONATHAN LOUIS IANNACONE
DIANE C PAPPAS
THOMAS JOHN CLAY
James Robert Crockett
CHRISTOPHER MATTHEW BEGG
MICHAEL MCDOWELL CONNOLLY
HEIDI LYDIA HANSON
BENJAMIN JAMES MUCHLER
ROBERT STUART MCKENZIE
MEGHAN ROSE FLYNN
DANIEL FREDERICK TORTOLA
Leslie Warnick Kernan
CHARLES EDWARD BABIN
LESLEY ANN DEVER
LYSTRA KHAN
DANIEL BUKKHEGYI
JOHN CARROLL

Within 25 miles of Rockport, MA, Best Investors lists 134 registered investment advisory firms with 286 offices nearby, managing about $13.0T in combined regulatory AUM across 2,698,469 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 Rockport

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 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