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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERA FINANCIAL SERVICES, INC.
ST. GERMAIN INVESTMENT MANAGEMENT
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ZENITH INVESTMENT MANAGEMENT, LLC
EDELMAN FINANCIAL ENGINES
MARTIN CAPITAL PLANNING

Investors

COLLEEN MARIE BIANCO
ROBERT J ROY
GARRICK RUSSELL LEGAULT
SHARON MICHELLE MARSHALL
JOHN LAWWRENCE GILFOIL
Nicholas William Pucel
WILLIAM HENRY KEMPLE
Mack J Hicklen
Jason Steven Hicklen
DANIELLE MARIE ACCARDI
DAMON J ACCARDI
JOSEPH NICHOLAS ACCARDI
MARK DEAN BRANNIGAN
KYONG M CRUZ
Kathleen Elizabeth Pumilia
DAVID JOHN HAVICAN
Carol Ann Scatolini
SYLVIA MENDOZA CALLAN
MICHAEL ROBERT MATTY
Richard Raymond Bleser
Tatyana Shut
David Francis Modzelewski
Angelo Samuel Fiore
Laura Ann Delmolino
TIMOTHY WALLACE SUFFISH
POLLY WHITE CORDLE
PATRICIA MAE Matty
THADDEUS STEVENS WELCH
Siobhan G Matty
Kelly P Selkirk
Steven James Tynan
Ava Claire Cariddi
PAUL JOSEPH MARCHESE
MATTHEW ROBERT FARKAS
CHRISTINE M ANDRZEJEWSKI
JOSHUA DAVID BEDELL
Brendan Roberts
MAURICE STEVEN BOWERMAN
LAURA MARIE BOVINO
TANYA LYNNE HAAS
Jason Irwin
Dennis C Morin
CHRISTOPHER BOOTH MILNE
Samuel Osapa Yawson
Debbra M Gorczycki
Shawn Alexander Torres
DAVID FRANK FERNANDES
FRANCIS ANTHONY PETRANGELO
RYAN MATTHEW MARTIN
SIDNEY MOORE STARKS
Sean R Parent
Stephen T Newman
Peter Alphonso Patrakis
MICHAEL PETER STANLEY PATRAKIS

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