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Best financial advisors in West Yarmouth, MA

Registered advisers within 25 miles of West Yarmouth, MA.

Offices
103
Firms
55
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,478,288 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

ACCURATE WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
BEACON FINANCIAL PLANNING, INC
TGA CAPITAL MANAGEMENT
OSAIC INSTITUTIONS, INC.
BOGLE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WEST BRANCH CAPITAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
FLAGSHIP HARBOR ADVISORS, LLC

Investors

KENNETH JOSEPH MCGUIRE
JUSTIN FERRIS ADOMUNES
JEFFREY PAUL MACHIELE
ERIC TODD HOKANSON
VERA NIGMATULLINA
Lesley Ann Erikson
SCOTT DANIAL SWAYLIK
JAMES CAMERON MORRIS
KATRINA L LASTIH
TYLER MATTHEW ELDREDGE
TIMOTHY PATRICK GARRITY
JAMES WILSON HOPWOOD
ROBERT CHARLES LEWIS
MICHELLE L METELL
RYAN PATRICK MCMULLEN
CRYSTAL MARIE KNOWLTON
Colin Hokanson
Ana K Giordano
PETER WILLIAM RENAGHAN
BRIAN CHARLES GARDINER
STEVEN ROBERT TENAGLIA
MARK JOHN GIANNO
Marco Farina
Heather Melissa Lynch
KELLI MARIE GREW
Kathleen Erin Kane
Joshua Wayne Coffey
Caden Scott Buckley
MICHAELA GREEN HERLIHY
KATHERINE DIMASCOLO
MICHAEL FRANCIS MARCHESE
WILLIAM G SCOTTI
Andrew Antonio Augusto
PAUL EDWARD MILLER
TRACEY BRENNAN-REALE
Emily Anne Mullane
THOMAS FRANCIS RYDER
JOHN ROBERT DAVIDSON
ANCA DANIELA DEHELEAN
JEREMY GRANT BOGLE
Candice Travis
Evelina Fitzgerald
DUSTIN TYLOR AIGUIER
ALAN RICHARD MELANSON
JASON M ROGERS
GWEN BOROWICZ DADOLY
William Michael Satkevich
STEPHEN ROBERT WIPER
ANNE ELIZABETH CHRISTOPULOS
ROBERT ANTHONY MARTIN
Egle Bakunaite
Calan Richard Philbrook
Rebecca Taber Flaherty
Giselle Sarilho Ferguson
Ekaterina Krasimirova Petrova
CHRISTOPHER MATTHEW FREDO
ROBERT ALDEN HILL
JEFFERSON STACY JONES
MATTHEW AARON MORROW
GREGORY PAUL MUNROE
Maria Michelle Mabelle Ferguson

Within 25 miles of West Yarmouth, MA, Best Investors lists 55 registered investment advisory firms with 103 offices nearby, managing about $11.7T in combined regulatory AUM across 2,478,288 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 West Yarmouth

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