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Best financial advisors in Agawam, MA

Registered advisers within 25 miles of Agawam, MA.

Offices
589
Firms
204
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,153,474 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

ST. GERMAIN INVESTMENT MANAGEMENT
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
ALPHASTAR CAPITAL MANAGEMENT
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ZENITH INVESTMENT MANAGEMENT, LLC
EDWARD JONES
CAPITAL ANALYSTS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

SYLVIA MENDOZA CALLAN
MICHAEL ROBERT MATTY
Richard Raymond Bleser
Tatyana Shut
David Francis Modzelewski
Angelo Samuel Fiore
Laura Ann Delmolino
TIMOTHY WALLACE SUFFISH
POLLY WHITE CORDLE
PATRICIA MAE Matty
THADDEUS STEVENS WELCH
Siobhan G Matty
Kelly P Selkirk
Steven James Tynan
Ava Claire Cariddi
PAUL JOSEPH MARCHESE
MATTHEW ROBERT FARKAS
CHRISTINE M ANDRZEJEWSKI
JOSHUA DAVID BEDELL
Brendan Roberts
MAURICE STEVEN BOWERMAN
LAURA MARIE BOVINO
TANYA LYNNE HAAS
Jason Irwin
Dennis C Morin
CHRISTOPHER BOOTH MILNE
PETER EVERETT CASSELL
Eric Wrisley
Cynthia Rose Stewart
JACK EDWARD VADNAIS
Justin Patrick Doyle
DENNIS CAMILLE GERO
JEANMARIE ANN DELISO
Austin James Shuttleworth
JORDAN JEFFREY FRAZEE
RICHARD MICHAEL BAKER
Debbra M Gorczycki
Shawn Alexander Torres
DAVID FRANK FERNANDES
Mack J Hicklen
Jason Steven Hicklen
DALE MARIE BREAULT
Douglas S McIntosh
Robert Cyril Oliver
Kenneth R Roque
JOHN PAUL LASEK
Vincent Robert Fortini
RICHARD JOHN PELLETIER
Austin James Porchelli

Within 25 miles of Agawam, MA, Best Investors lists 204 registered investment advisory firms with 589 offices nearby, managing about $14.9T in combined regulatory AUM across 3,153,474 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 Agawam

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