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Best financial advisors in Charlemont, MA

Registered advisers within 25 miles of Charlemont, MA.

Offices
95
Firms
40
Combined AUM
$5.80T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,140,326 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

EGGZ
LPL FINANCIAL LLC
WELLINGTON SHIELDS & CO., LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
MONEY CONCEPTS CAPITAL CORP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PROSPERITEA PLANNING
ORBIS WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

MICHAEL STEIN
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
Ellen Purinton
William Robert Purinton
Timothy Gaulin
Regina L Gray
Karen L Kettles
MARISSA LYNN MAIN
Robert Adams
Kevin John O'Neil
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
Ellen Jean Bauers
SEAN TYLER LEBLANC
Edward Paul Sabelawski
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
Nicole Bardin Gorman
WENDY SUZANNE CONRAD MARSDEN
David Michael Carnevale
Mari Lynn Fries
Samuel Phillip Plotkin
STEVE CHONG YOUNG KIM
Amy Watts
Bradley Donald Baker
JEFFREY CLAYTON BAKER
Josephine Fitzgerald Leise
Brandon Barrows McFadden
Corinne McFadden
Donald Edward Graves

Within 25 miles of Charlemont, MA, Best Investors lists 40 registered investment advisory firms with 95 offices nearby, managing about $5.80T in combined regulatory AUM across 1,140,326 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 Charlemont

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM