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Best financial advisors in Colrain, MA

Registered advisers within 25 miles of Colrain, MA.

Offices
49
Firms
25
Combined AUM
$5.07T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,123,506 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

EGGZ
LPL FINANCIAL LLC
WELLINGTON SHIELDS & CO., LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERITEA PLANNING
ORBIS WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
PRENTISS SMITH & COMPANY, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

MICHAEL STEIN
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
Ellen Purinton
William Robert Purinton
Timothy Gaulin
ANGELA BETH STREETER
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
Kevin John O'Neil
Edward Paul Sabelawski
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
Brandon Barrows McFadden
Corinne McFadden
Josephine Fitzgerald Leise
Nicole Bardin Gorman
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
Donald Edward Graves
John Lincoln Hirst II
Amy Catherine Frechette
Joshua Casey Roberts
PRENTISS RICHARDSON SMITH
GERTRUDE W. SAVILLE
PENELOPE JAYNE KAUFMAN
PRENTISS CHARLES SMITH
Frederick A Brubaker
BRIDGET MARIE BOKUM

Within 25 miles of Colrain, MA, Best Investors lists 25 registered investment advisory firms with 49 offices nearby, managing about $5.07T in combined regulatory AUM across 1,123,506 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 Colrain

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM