Best Investors Account Sign in

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

LPL FINANCIAL LLC
EDWARD JONES
DELCAM CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
SOUND INCOME STRATEGIES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INFLECTION MANAGING PARTNER INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION

Investors

DAVID MICHAEL RICCI
Christina Gunther Lashua
Christine Karen Pelletier
Christopher Paul Bozicas
MATTHEW CHRISTIAN SMITH
Elizabeth A Hagan
WAYNE PETER CARNEY
LEE ANN NAULT
MARK CHRISTOPHER BOLDEIA
DAVID ANDREW RAMPELLO
SUSAN DORVAL DORSEY
MARK ANTHONY LEONE
ROBERT A CURTIS
PATRICK THOMAS ENGLISH
John Patrick English
JAMES E. ELLIS
JOHN PAUL BERNIER
Jennifer M Davidson
SHANNON RAE OUELLETTE
Eric Fernandes
Jennifer Wironen Aube
Benjamin Taylor Vincent
Seth Alexander Thompson
Mark Anthony Montaquila
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS

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