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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

WORLD INVESTMENT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
GRANITE WEALTH MANAGEMENT LLC
GREAT OAK CAPITAL PARTNERS, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
FINANCIAL FOCUS ASSET MANAGEMENT,INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SHP WEALTH MANAGEMENT, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

John Joseph Donaruma
PHILIP BRIAN CHANDLER
DEBORAH FRIEDA CAMPBELL
Kevin Michael Campbell
JOHN ANDREW ZARO
BRUCE ANTHONY ZARO
John Philip Cooney
JERALD GORDON RUBIN
JON KELLY HENDERSON
Attar Leve Chalif
LEO FRANCIS LEYDON
MARGARET MARY BROOK
JANE ELIZABETH RICARDI
Jonathan Edward Eitas
GARRETT MICHAEL FORSBERG
MARK EDWARD FORSBERG
STUART JAMES BAKER
Charles CHRISTOPHER Gilbert
EMRE OZTUNC
Samuel Nogueras
JESSICA ENGLAND
Brian Mullen
NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato
Cameron Joseph Iarrobino
COLIN PATRICK CRONIN
Joshua Richard Kosinski
Michael J Bagni
Bradley Parillo
Joshua Paul Santos
Laura Russo
Michael A Guthrie
PATRICK MICHAEL RANDALL
MATTHEW CHAPMAN PECK
KEITH WINSLOW ELLIS
Kyle Britton
Anthony J Finocchiaro
RAPHAEL HANNA
Rafael Gregory Reyes
Aidan Vito Arone
Christopher Paul Willis
CHASE ANDREW REARDON
Zachary Scott Perkins
Paul Michael Kittredge
David A Hathaway
MARK STEWART KENNEY
NICHOLAS ERROLD NELSON
DEREK L.(MI ONLY) GREGOIRE
KATHERINE PATRICIA BAKER
Jonathan Francis Morrison
ALINA OSOKHOVSKA
JACK PAUL BETTLE
James Patrick Sferrazza
Sandra Gail Childs
Christopher B Wiklund
THOMAS G MAYER
EDWARD WILLIAM PRIDE

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