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Best financial advisors in Bernardston, MA

Registered advisers within 25 miles of Bernardston, MA.

Offices
83
Firms
42
Combined AUM
$5.58T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,155,788 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PROSPERITEA PLANNING
ORBIS WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLINGTON SHIELDS & CO., LLC
CLARITY WEALTH MANAGEMENT LLC
EGGZ

Investors

ANGELA BETH STREETER
John Lincoln Hirst II
JOHN CHARLES MACDOUGALL
Brandon Barrows McFadden
Corinne McFadden
Josephine Fitzgerald Leise
Bradley Donald Baker
JEFFREY CLAYTON BAKER
WENDY SUZANNE CONRAD MARSDEN
David Michael Carnevale
Mari Lynn Fries
Samuel Phillip Plotkin
STEVE CHONG YOUNG KIM
Amy Watts
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
Nicole Bardin Gorman
Donald Edward Graves
Edward Paul Sabelawski
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
Kevin John O'Neil
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
Ellen Purinton
William Robert Purinton
Timothy Gaulin
Amy Catherine Frechette
Joshua Casey Roberts
SENAIDA NOEMI BAUTISTA
JASON RUSSELL WILBURN
MICHAEL STEIN

Within 25 miles of Bernardston, MA, Best Investors lists 42 registered investment advisory firms with 83 offices nearby, managing about $5.58T in combined regulatory AUM across 1,155,788 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 Bernardston

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM