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Best financial advisors in Hatfield, MA

Registered advisers within 25 miles of Hatfield, MA.

Offices
202
Firms
63
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,053,686 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ST. GERMAIN INVESTMENT MANAGEMENT
BEACON INVESTMENT ADVISERS, LLC

Investors

THOMAS DUANE SCHREIBER
SARAH Marie BURNAP
Christopher Brendan Baker
Richard Gaudreau
Samuel Thomas Schreiber
KAREN DOLAN CURRAN
MOLLY ANN KEEGAN
RUTH FRANCIS
CORIE ELIZABETH NEW
Amy Watts
PAUL JAMES PIERCE
KRISTINE ANNA KOCZAJOWSKI
ALLEN J DAVIS
LOUIS DAVIS
Trevor David Kagan Lyne
Claire Kelly
Michael Taylor Brown
Margaret O. Moore
Timothy W. Corwin
Jeffrey S Carlson
Timothy Rogers Hampson
JAMES JOSEPH MAHONEY
Shane Hollenbeck
WILLIAM PETER BREAULT
Marianne Dorothy Bannan
MELODY ANDREA ADA FOTI
HARRIETT ELIZABETH BARNES
CHRISTINA L COUZELIS
Dennis C Morin
LAURA MARIE BOVINO
MARY KATE FRODEMA
CHRISTOPHER BOOTH MILNE
SYLVIA MENDOZA CALLAN
Joanne Rosa Saraiva
Jennifer Craig Ewers
Laura Townes
Chris Landry
STEPHEN RAY LANZIT
FRANCIS EDWARD COLLINS
Emi Lee Haryasz
Nicholas Sebastian Paine
AARON FRANCIS SMITH
MARK PHILIP VACLAVICEK
NICOLE CATHERINE DOMNARSKI
Joseph Michael Bach
KATHLEEN ELIZABETH COLLINS

Within 25 miles of Hatfield, MA, Best Investors lists 63 registered investment advisory firms with 202 offices nearby, managing about $10.2T in combined regulatory AUM across 2,053,686 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 Hatfield

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