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Best financial advisors in Sandwich, MA

Registered advisers within 25 miles of Sandwich, MA.

Offices
186
Firms
86
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,503,724 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE CAPE COD ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
GLOBAL VISION FINANCIAL SERVICES
WHARTON FINANCIAL GROUP
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
EAGLE STRATEGIES LLC
LEGACY TWO ADVISORS, LLC
F L PUTNAM INVESTMENT MANAGEMENT CO.
NICHOLS INVESTMENT ADVISORY SERVICES
BURR & COMPANY, LLC

Investors

GREGORY COLEMAN FENTON
ALBERT MICHAEL STANTON
BRIAN MARK MCNAMARA
RICHARD ROBERT ROSSOMANDO
JOHN WILLIAM TYMPANICK
HAROLD RAY TINCHER
SCOTT THOMAS MYERS
Lisa Evelyn Bracken
BARRY NATHAN PASTER
Alexander Dolle
ERIC CHARLES TAKACH
ROBERT COURTNEY CLOWER
ALBERT JOHN MAKKAY
James William Buzgo
Thomas James Madden
Jonathan Salaciak
Matthew George Clifford
EDWARD RICHARD EASTMAN
Brandon Hunter Todd
BRENDAN GEGGATT
DAVID JOSEPH MCPHERSON
Keyana Johns Russ
Patricia Susan Starek
JOHN GERARAD DOHERTY
AMY C DOHERTY

Within 25 miles of Sandwich, MA, Best Investors lists 86 registered investment advisory firms with 186 offices nearby, managing about $11.6T in combined regulatory AUM across 2,503,724 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 Sandwich

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