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Best financial advisors in Easthampton, MA

Registered advisers within 25 miles of Easthampton, MA.

Offices
216
Firms
65
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,053,715 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
ONE DAY IN JULY LLC
AE WEALTH MANAGEMENT, LLC
BEACON INVESTMENT ADVISERS, LLC
KESTRA ADVISORY SERVICES, LLC
DIVERSIFIED, LLC
ST. GERMAIN INVESTMENT MANAGEMENT
J.P. MORGAN SECURITIES LLC

Investors

Alexandra Ann Chapman
Christopher Thaddeus Huxley
TINA MARIE CHANDLER
Michael Stanley Markiewicz
Eric M Markiewicz
NICOLE CATHERINE DOMNARSKI
Joseph Michael Bach
Nicholas Sebastian Paine
AARON FRANCIS SMITH
MARK PHILIP VACLAVICEK
DANIEL LEE POLACHEK
Chris Landry
STEPHEN RAY LANZIT
John Robert Bass
WALTER EDWARD BAK
KATHLEEN ELIZABETH COLLINS
RENAE RANSDELL
Dennis C Morin
LAURA MARIE BOVINO
MARY KATE FRODEMA
CHRISTOPHER BOOTH MILNE
SYLVIA MENDOZA CALLAN
Emi Lee Haryasz
Marianne Dorothy Bannan
MELODY ANDREA ADA FOTI
FRANCIS EDWARD COLLINS
JAMES JOSEPH MAHONEY
Shane Hollenbeck
Joanne Rosa Saraiva
Jennifer Craig Ewers
Laura Townes
JEFFREY L WAKEFIELD
JOHN CALDWELL RHOADES

Within 25 miles of Easthampton, MA, Best Investors lists 65 registered investment advisory firms with 216 offices nearby, managing about $10.4T in combined regulatory AUM across 2,053,715 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 Easthampton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM