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Best financial advisors in Wareham, MA

Registered advisers within 25 miles of Wareham, MA.

Offices
239
Firms
100
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,611,900 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

TD PRIVATE CLIENT WEALTH LLC
FIRST DUE FINANCIAL LLC
SANTANDER SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
BALDWIN WEALTH PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
COTTAGE STREET ADVISORS
SAGE WEALTH ADVISORS LLC
GLOBAL VISION FINANCIAL SERVICES
WHARTON FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.

Investors

JEROME SULLIVAN
Andrew Thomas McAlarney
Connor Charles March
BARRY SCOTT WYMAN
ELIZABETH K SOUZA
Philip Michael Mondeau
KIMBERLY WILKES TIRRELL
KATHRYN SHAW ROWE
MICHAEL NMI BALDWIN
ANDREW FLETCHER MCINTIRE
STEVEN THOMAS DEAN
ERIC HAAKON STRAND
WILLIAM HARVEY MARVEL
KIMBERLY MARIE SWIFT
NATHAN D. STEWART
JOHN ROBERT PRYS
CRAIG R. DUMAS
ARI SALAMON LAZAR
KELLEY ELIZABETH MCGOLDRICK
BONNIE SUSAN KIRCHNER
MICHAEL KIM DAVIS
KATHLEEN ANNE ANDERSON
JOHN WILLIAM TYMPANICK
HAROLD RAY TINCHER
STEVEN ALAN GRIFFITH
Ronald Merton Ellis
William Nechtem Swerdlick
ASTA MULDOON
Luc James Domagala
RICHARD ROBERT ROSSOMANDO
DYLAN BERUBE
JAMES J QUINLAN
CLIFFORD PAUL WESTBERG
BRIAN MARK MCNAMARA

Within 25 miles of Wareham, MA, Best Investors lists 100 registered investment advisory firms with 239 offices nearby, managing about $13.1T in combined regulatory AUM across 2,611,900 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 Wareham

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM