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Best financial advisors in Amherst, MA

Registered advisers within 25 miles of Amherst, MA.

Offices
209
Firms
64
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,053,692 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

WEST BRANCH CAPITAL LLC
BEACON POINTE ADVISORS, LLC
CAPITAL ANALYSTS
LINCOLN INVESTMENT
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.
PERIGON WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
KESTRA ADVISORY SERVICES, LLC
QUABBIN ADVISORS
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

IAN L MAHMUD
JAMES KAI HO
AYAZ MAHMUD
Lucia Burleigh Shah
ROBERT W. PRYOR
MARK CHRISTOPHER ZACEK
GLENN STEWART ALLAN
CHRISTIAN ARTHUR SULMASY
MICHAEL O DOYLE
Victoria Ruth Maraia
RONALD JAY NATHAN
DOUGLAS JAMES WHEAT
ANDREW MARK/NICHOLAS BELLAK
HARRIETT ELIZABETH BARNES
CHRISTINA L COUZELIS
Mary M Glaser
NICHOLAS EDWARD STERN
MEGAN AILEEN DONNELLY
Richard Paul Friese
WILLIAM PETER BREAULT
Jeffrey S Carlson
Timothy Rogers Hampson
Timothy W. Corwin
PAUL JAMES PIERCE
KRISTINE ANNA KOCZAJOWSKI
STEVEN DOUGLAS LEPAGE
COLLEEN MARIE BIANCO
KAREN DOLAN CURRAN
MOLLY ANN KEEGAN
RUTH FRANCIS
CORIE ELIZABETH NEW
Amy Watts
WAYNE PAUL PROULX

Within 25 miles of Amherst, MA, Best Investors lists 64 registered investment advisory firms with 209 offices nearby, managing about $10.2T in combined regulatory AUM across 2,053,692 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 Amherst

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM