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Best financial advisors in Westport, MA

Registered advisers within 25 miles of Westport, MA.

Offices
383
Firms
169
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,816,434 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITAL ANALYSTS
SANTANDER SECURITIES LLC
HEMISPHERIC SPV CAPITAL LLC
KESTRA ADVISORY SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
INNOVATION PARTNERS LLC
COMMONWEALTH FINANCIAL NETWORK
BRAVE FAMILY ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
SOWELL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES

Investors

Jordan Joseph Perdigao
Christopher J Fraine
Joseph Cassese
JAVIER MICHAEL BENTO
JOHNNY CORDEIRO
Robert Stephen Bancroft
Eric Mauricio
JOSE MANUEL MATOS
William Michael Swart
Sherri Lynn Curria
JON BUNDE SKOV
RANDI LAURA GIBBONS
NICHOLAS MICHAEL DADDONA
THOMAS ROBERT PIPPITT
NATHAN M RICHARD
BRENDEN TIMOTHY BOWERS
MARK SAVASTANO
JOSHUA DAVID WOERDEMAN
NEAL BORGES
JILLIAN MARIE BLANCHARD
THOMAS JOSEPH PAVLOVICH
Peter J Serino
TRACY LYNN BAKER
KIMBERLY ANNE BUTTERFIELD
RICHARD CHARLES BASSETT
JOSEPH ALLAN MARSHALL
PETER CHARLES LANTZ
BERTO CABRAL
Edward Burnett
Zachary James Costa
Emily Rose Shea
Travis Michael Kessock
Robert F Blasche
Kevin Louis Albano

Within 25 miles of Westport, MA, Best Investors lists 169 registered investment advisory firms with 383 offices nearby, managing about $13.1T in combined regulatory AUM across 2,816,434 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 Westport

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