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Best financial advisors in Cherry Valley, MA

Registered advisers within 25 miles of Cherry Valley, MA.

Offices
286
Firms
110
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,676,655 clients when Item 5C has a number
Avg / client
$4.40M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
BOYD FINANCIAL STRATEGIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
USA FINANCIAL SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
CAPITAL ANALYSTS
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
SEB FINANCIAL SERVICES, LLC

Investors

THOMAS M VALENTINE
JULIANNA DERISLEY
Darren Parent
Drew Mazzeo
Jack Pearson Boyd
PETER ANDREW BOYD
SUNSHINE LEE MARSH
JAMES JOHN IOZZO
SEASON J MONDINO
Katharina Jennings
PAUL FRANCIS BUCKLEY
JOSHUA WILLIAM KANE
ANDREW JOHN CATALFAMO
Austin James Porchelli
JOHN ROBERT BOYD
Brady Dow
ASHLEY KIM SPARHAWK KRINER
ANGELA CASASANTO
BRETT James KUBIAK
MATTHEW ALDEN PALMGREN
JAY JOSEPH MERRILL
RAYMOND PAUL CLIFFORD
ROBERT FRANCIS RANO
ROBERT PAUL DECARO
SARA ELIZABETH MCGRATH
JOHN ROLAND ST MARIE
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
KERRI A MELLEY
BRIAN KEITH CARROLL
JOHN RICHARD LAMONTAGNE
JOSEPH N. STOLBERG
KEITH E BLANCHETTE
MARC J VANDERBAAN
CHRISTIAN GRUNDEL
JOHN SCOTT PIMENTAL
Thomas Charles Brennan
PAUL CHRISTOPHER VERDERESE

Within 25 miles of Cherry Valley, MA, Best Investors lists 110 registered investment advisory firms with 286 offices nearby, managing about $11.8T in combined regulatory AUM across 2,676,655 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 Cherry Valley

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM