Best financial advisors in East Leverett, MA

Registered advisers within 25 miles of East Leverett, MA.

Offices

122

Firms

45

Combined AUM

$6.47T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,149,154 clients when Item 5C has a number

Avg / client

$5.63M

Combined AUM ÷ clients

Nearby offices

AE WEALTH MANAGEMENT, LLC

2 Amherst Rd.
Sunderland, MA 01375

CLARITY WEALTH MANAGEMENT LLC

432 GREENFIELD ROAD, 2ND FL
MONTAGUE, MA 01351

CETERA INVESTMENT ADVISERS LLC

2 PARK STREET 1A
SOUTH DEERFIELD, MA 01373

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

6 SOUTH EAST STREET
AMHERST, MA 01002-2406

PERIGON WEALTH MANAGEMENT, LLC

321 Main Street
Amherst, MA 01002

COMMONWEALTH FINANCIAL NETWORK

28 AMITY STREET SUITE 1C
AMHERST, MA 01002

OSAIC WEALTH, INC.

217 GREENFIELD ROAD
SOUTH DEERFIELD, MA 01373

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

101 Blue Hills Road
Amherst, MA 01002

CAPITAL ANALYSTS

20 Gatehouse Road
Amherst, MA 01002

LINCOLN INVESTMENT

20 GATEHOUSE ROAD
AMHERST, MA 01002

EDWARD JONES

100 UNIVERSITY DR FIRST FLOOR SUITE 3
AMHERST, MA 01002

WEST BRANCH CAPITAL LLC

9 RESEARCH DRIVE SUITE 1
AMHERST, MA 01002

BEACON POINTE ADVISORS, LLC

19 Research Dr #1
Amherst, MA 01002

J.P. MORGAN SECURITIES LLC

373 Russell St
Hadley, MA 01035

KESTRA ADVISORY SERVICES, LLC

433 West St Ste 7
Amherst, MA 01002

KESTRA ADVISORY SERVICES, LLC

433 West Street Suite 7
Amherst, MA 01002

QUABBIN ADVISORS

447 WEST ST
AMHERST, MA 01002

EDWARD JONES

495 WEST ST SUITE 1
AMHERST, MA 01002

MONEY CONCEPTS CAPITAL CORP

17 DELL ST.
TURNERS FALLS, MA 01376-2411

AMERIPRISE FINANCIAL SERVICES, LLC

226 RUSSELL ST STE A
HADLEY, MA 01035-9485

Firms

AE WEALTH MANAGEMENT, LLC

CLARITY WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

PERIGON WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAPITAL ANALYSTS

LINCOLN INVESTMENT

WEST BRANCH CAPITAL LLC

BEACON POINTE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

KESTRA ADVISORY SERVICES, LLC

QUABBIN ADVISORS

MONEY CONCEPTS CAPITAL CORP

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Jared Paul Walsh

SENAIDA NOEMI BAUTISTA

JASON RUSSELL WILBURN

FRANCIS GEORGE SOBIESKI

DOUGLAS JAMES WHEAT

ANDREW MARK/NICHOLAS BELLAK

HARRIETT ELIZABETH BARNES

CHRISTINA L COUZELIS

MATTHEW CHARLES RAMON

WILLIAM PETER BREAULT

ROBERT W. PRYOR

MARK CHRISTOPHER ZACEK

GLENN STEWART ALLAN

CHRISTIAN ARTHUR SULMASY

MICHAEL O DOYLE

Victoria Ruth Maraia

RONALD JAY NATHAN

Jeffrey S Carlson

Timothy Rogers Hampson

Lucia Burleigh Shah

Timothy W. Corwin

NICHOLAS EDWARD STERN

MEGAN AILEEN DONNELLY

Richard Paul Friese

John Lincoln Hirst II

PAUL JAMES PIERCE

Within 25 miles of East Leverett, MA, Best Investors lists 45 registered investment advisory firms with 122 offices nearby, managing about $6.47T in combined regulatory AUM across 1,149,154 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 East Leverett

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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