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Best financial advisors in Yarmouth Port, MA

Registered advisers within 25 miles of Yarmouth Port, MA.

Offices
99
Firms
52
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,475,296 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

BEACON FINANCIAL PLANNING, INC
COMMONWEALTH FINANCIAL NETWORK
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TGA CAPITAL MANAGEMENT
EAGLE STRATEGIES LLC
OSAIC INSTITUTIONS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
CAPTRUST
WAVERLY ADVISORS, LLC

Investors

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
BRADD LAWRENCE CUPPELS
Patrick Christopher Murphy
James Rocco Tenaglia
Egle Bakunaite
Ethan Frank Madera
KEVIN PATRICK DUCIE
WILLIAM RUSSELL TODD
TIMOTHY HOVEY CHAPIN
Christopher Hovey Chapin
Madeline Amberg
SHAWNA RAE LOCKLEY
PHILIP JOSEPH WEBER
WILLIAM BUCKLEY MCCANN
STEVEN WILLIAM HESLINGA
PAUL MICHAEL HESLINGA
GREGORY SMITH
JESSICA DEAN
HAROLD WILLIAMS TAYLOR
CHRISTOPHER JOHN MCCARTHY
Andrew Lenzi
RICHARD JOSEPH VAUGHN
BOBBIE JO PIPPIN-ARNDT
TIMOTHY JOSEPH WILLIS
Henrik E Gulmann
ALLYSON E BARONI
ERIKA CAMPBELL
Robert A Santos
Katherine J Cleary
Frederick C Palmer
JAMES B SIMPKINS
Jessica Marie Fiedler
Elizabeth A LaCroix
Michael F Fernon
DIMITAR S ARABADZHIEV
Robert J Rice
LINDSAY MARIE HIXON
Carrie Lynn Woods
Alec McLeod
RANDALL DAVID VAN SICKLE
Sean J Driscoll
ALEXANDER EDWARD NABHAN
Benjamin C Skaggs
JOHN PHILLIP MCABEE
DEBORAH MERRON GWIZD
Marcus J Laube
THOMAS FRANCIS RYDER
VINCENT S RING
Brett Dries
Charles Ellis
Kevin Ewing
James Jose Jazo
SHAWN M MCKEEN
RONALD FISHMAN
PATRICK PHELAN
drewry lyon mcmullen
Luke Francis Bagley
Russell W Ball
GEORGE ANTHONY SONNTAG
CHRISTOPHER MATTHEW FREDO
JOHN MICHAEL BUTLER
MICHAEL GREENLEAF GARRISON
ROBERT RUSSELL BROUTHERS
Matthew Warren Cole
Andrew G Mason
STACY AUSTIN REINHART
Silas John Atsalis
SCOTT THOMAS MYERS
Lisa Evelyn Bracken
BARRY NATHAN PASTER

Within 25 miles of Yarmouth Port, MA, Best Investors lists 52 registered investment advisory firms with 99 offices nearby, managing about $11.5T in combined regulatory AUM across 2,475,296 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 Yarmouth Port

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