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Best financial advisors in Baldwinville, MA

Registered advisers within 25 miles of Baldwinville, MA.

Offices
76
Firms
33
Combined AUM
$3.62T
Firm-wide filings, not assets booked only here
Clients
441K
441,323 clients when Item 5C has a number
Avg / client
$8.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INVESTMENT MANAGEMENT TRUST, LLC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION

Investors

PAUL EDWARD FITZPATRICK
David J Mason
Tina Leslie
Amanda Blair Melanson
Eric Chouinard
Ryan Edmond Laliberte
Cailte Kelley
Jordyn Lynds
WILLIAM DAVID KESSLER
KIMBERLY DAWN STEWART
Cameron Todd Feyrer
PATRICK STEPHEN BULLIS
Jahan Kumar Manasseh
RYAN JOSEPH MCGUANE
Jennifer Wironen Aube
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
Jason James Nero
Alex Joseph Petit
PETER TIMOTHY SIMPSON
Nicole Christine Groskreutz
KENNETH PAUL POSCO
Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS
GARY WILLIAM HOLLAND

Within 25 miles of Baldwinville, MA, Best Investors lists 33 registered investment advisory firms with 76 offices nearby, managing about $3.62T in combined regulatory AUM across 441,323 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 Baldwinville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM