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Best financial advisors in E Longmeadow, MA

Registered advisers within 25 miles of E Longmeadow, MA.

Offices
555
Firms
189
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,520 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
XDUS FUND ADVISOR
MARTIN CAPITAL PLANNING
EDELMAN FINANCIAL ENGINES
CITIZENS SECURITIES, INC.
BOND FINANCIAL GROUP, INC.

Investors

Charles David Epstein
RONALD JAMES BRIGGS
MICHAEL SCOTT POGGI
Paul Richard Duquette
Michael Jozef Orszulak
CHRISTOPHER ALBERT CASALE
Peter Alphonso Patrakis
MICHAEL PETER STANLEY PATRAKIS
ANTHONY CIANFLONE
ROY ROBERT CASO
TANYA MARIE FERRERO
MICHAEL RICHARD BRIGGS
Trevor David Kagan Lyne
Sean R Parent
Stephen T Newman
SIDNEY MOORE STARKS
RYAN MATTHEW MARTIN
FRANCIS ANTHONY PETRANGELO
Samuel Osapa Yawson
DAVID ANTHONY PETRUZZELLI
Patrick Dennis Sherman
Nicholas William Pucel
WILLIAM HENRY KEMPLE
Jeremy Paul Stefanik
DYLAN EDWARD BOND

Within 25 miles of E Longmeadow, MA, Best Investors lists 189 registered investment advisory firms with 555 offices nearby, managing about $14.8T in combined regulatory AUM across 3,144,520 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 E Longmeadow

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM