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Best financial advisors in Cold Spring, MA

Registered advisers within 25 miles of Cold Spring, MA.

Offices
82
Firms
37
Combined AUM
$4.72T
Firm-wide filings, not assets booked only here
Clients
675K
675,089 clients when Item 5C has a number
Avg / client
$6.99M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
ST. GERMAIN INVESTMENT MANAGEMENT
INTEGRATED ADVISORS NETWORK LLC
MML INVESTORS SERVICES, LLC
ROCKINGSTONE ADVISORS
BERKSHIRE MONEY MANAGEMENT, INC.
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TABLEAUX WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RENAISSANCE INVESTMENT GROUP, LLC
APELLA WEALTH
AMERICAN INVESTMENT SERVICES INC
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC

Investors

ROBERT CHARLES ELY
JAMES JOHN ZIEN
KATE ZIEN KOPLIN
Marianne Sara Fresia
Matthew Ryan Freitag
TANYA LYNNE HAAS
MAURICE STEVEN BOWERMAN
MICHAEL ARCHIE FAZIO
JESSICA BARTLE
MELISSA MAE
COLIN HAMILTON SMITH
ERIC RICHARD KATZMAN
Holly Kathleen Simeone
JASON THOMAS FREE
TERRENCE WILLIAM WEBB
JESSICA MANSFIELD MORRIS
STACIE WEINER
SHERRY LEE DE CELLE
GARY ELLIOT MARTINELLI
Luke Farrell Delorme
Joseph Richard Polidoro
MATTHEW SAMUEL CHESTER
Bryce Edward Schuler
Daniel Gerald Morin
MARK JOSEPH DE CELLE
Courtney A Boudreau
KATHERINE JANE REISFELD
Christopher Anthony Silipigno
Jeremy David Lundquist
THOMAS EDWARD MALINOWSKI
CHRISTOPHER GLENN KING
TREVOR MALPAS FORBES
EDWARD STUART RICHTER
HARVEY SIEGEL
SETH LAWRENCE HOFFMAN
MATTHEW DAVID MELCIOR KEATOR
STEPHEN QUINLAN NESBIT
Ehan O'Donnell Keator
FREDERICK JAMES KEATOR
SHEILA NESBIT KEATOR
DAVID FRANCIS ST. PETER
MATTHEW JOHN SVIRIDA
A. MACKENZIE WORTHINGTON WAGGAMAN
CHARLES DWAYNE MURPHY
JOHN LANE BARRY
Corey W Degon
WILLIAM GEORGE DOBBINS

Within 25 miles of Cold Spring, MA, Best Investors lists 37 registered investment advisory firms with 82 offices nearby, managing about $4.72T in combined regulatory AUM across 675,089 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 Cold Spring

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM