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Best financial advisors in South Dartmouth, MA

Registered advisers within 25 miles of South Dartmouth, MA.

Offices
150
Firms
78
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
1.64M
1,636,488 clients when Item 5C has a number
Avg / client
$7.34M
Combined AUM ÷ clients

Nearby offices

Firms

JANNEY MONTGOMERY SCOTT LLC
PALLAS CAPITAL ADVISORS, LLC
MERLIN ASSET MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
CUTTER FINANCIAL GROUP LLC
SEIDMAN INVESTMENT PORTFOLIOS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TD PRIVATE CLIENT WEALTH LLC
FIRST DUE FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
VINEYARD WEALTH GROUP, LLC
BLUE FIN CAPITAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SANTANDER SECURITIES LLC

Investors

JANET COGGESHALL CHADIE
Ove Asendorf
Christopher Robert Adam
ADAM ALEXANDER AVILA
GARRET MARK QUILLEN
MICHAEL OBUCHOWSKI
HANNAH MARIE MCNOMEE
GREGORY PATRICK FATER
CHRISTOPHER PETER YALANIS
DARCY FAY COYLE
ANDRE LOUIS FREITAS
CHARLES A EDENBACH
ELISABETH HICKOX
Bradford C Corbett
ANTHONY CHARLES CARUSO
RASHID MAHMOOD
TIMOTHY WILLIAM QUILL
JEFFREY THOMAS CUTTER
Ethan M Kapsambelis
Jennifer Elizabeth Farrington
DANIEL JAY SEIDMAN
BARRY SCOTT WYMAN
JEROME SULLIVAN
Andrew Thomas McAlarney
ELIZABETH K SOUZA
JILL MARIE HANSEN
Grant Alan Joiner
Sarah Jean Laird
Jonathan Robert Laird
Connor Charles March
PHILIP DOUGLAS WHITE
CHRISTOPHER ANTONELLI

Within 25 miles of South Dartmouth, MA, Best Investors lists 78 registered investment advisory firms with 150 offices nearby, managing about $12.0T in combined regulatory AUM across 1,636,488 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 South Dartmouth

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