Best financial advisors in Lake Pleasant, MA

Registered advisers within 25 miles of Lake Pleasant, MA.

Offices

98

Firms

40

Combined AUM

$7.09T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,154,432 clients when Item 5C has a number

Avg / client

$6.14M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

50 STATE STREET
SHELBURNE FALLS, MA 01370

11.7 miles away

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

6 SOUTH EAST STREET
AMHERST, MA 01002-2406

12.7 miles away

PERIGON WEALTH MANAGEMENT, LLC

321 Main Street
Amherst, MA 01002

12.7 miles away

COMMONWEALTH FINANCIAL NETWORK

28 AMITY STREET SUITE 1C
AMHERST, MA 01002

12.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

101 Blue Hills Road
Amherst, MA 01002

EDWARD JONES

100 UNIVERSITY DR FIRST FLOOR SUITE 3
AMHERST, MA 01002

CAPITAL ANALYSTS

20 Gatehouse Road
Amherst, MA 01002

13.5 miles away

LINCOLN INVESTMENT

20 GATEHOUSE ROAD
AMHERST, MA 01002

13.5 miles away

J.P. MORGAN SECURITIES LLC

373 Russell St
Hadley, MA 01035

13.9 miles away

EGGZ

111 EAST OXBOW ROAD
CHARLEMONT, MA 01370

14.3 miles away

WEST BRANCH CAPITAL LLC

9 RESEARCH DRIVE SUITE 1
AMHERST, MA 01002

14.4 miles away

BEACON POINTE ADVISORS, LLC

19 Research Dr #1
Amherst, MA 01002

14.4 miles away

EQUITABLE ADVISORS, LLC

65 D ELM ST SUITE 101
HATFIELD, MA 01038

14.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

226 RUSSELL ST STE A
HADLEY, MA 01035-9485

KESTRA ADVISORY SERVICES, LLC

433 West St Ste 7
Amherst, MA 01002

15.1 miles away

KESTRA ADVISORY SERVICES, LLC

433 West Street Suite 7
Amherst, MA 01002

15.1 miles away

QUABBIN ADVISORS

447 WEST ST
AMHERST, MA 01002

15.1 miles away

EDWARD JONES

495 WEST ST SUITE 1
AMHERST, MA 01002

15.2 miles away

LPL FINANCIAL LLC

100 EAST ST EASTHAMPTON SAVINGS BANK
HADLEY, MA 01035

15.3 miles away

COMMONWEALTH FINANCIAL NETWORK

104 Middle Street
Hadley, MA 01035

15.5 miles away

Firms

LPL FINANCIAL LLC

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

PERIGON WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAPITAL ANALYSTS

LINCOLN INVESTMENT

J.P. MORGAN SECURITIES LLC

WEST BRANCH CAPITAL LLC

BEACON POINTE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

QUABBIN ADVISORS

Investors

MATTHEW JOSEPH SHERIDAN

MICHAEL SCOTT JOHNSON

DOUGLAS JAMES WHEAT

ANDREW MARK/NICHOLAS BELLAK

HARRIETT ELIZABETH BARNES

CHRISTINA L COUZELIS

WILLIAM PETER BREAULT

Jeffrey S Carlson

Timothy Rogers Hampson

ROBERT W. PRYOR

MARK CHRISTOPHER ZACEK

GLENN STEWART ALLAN

CHRISTIAN ARTHUR SULMASY

MICHAEL O DOYLE

Victoria Ruth Maraia

RONALD JAY NATHAN

Timothy W. Corwin

Lucia Burleigh Shah

THOMAS DUANE SCHREIBER

SARAH Marie BURNAP

Christopher Brendan Baker

Richard Gaudreau

Samuel Thomas Schreiber

PAUL JAMES PIERCE

NICHOLAS EDWARD STERN

MEGAN AILEEN DONNELLY

Richard Paul Friese

KRISTINE ANNA KOCZAJOWSKI

KAREN DOLAN CURRAN

MOLLY ANN KEEGAN

CORIE ELIZABETH NEW

Within 25 miles of Lake Pleasant, MA, Best Investors lists 40 registered investment advisory firms with 98 offices nearby, managing about $7.09T in combined regulatory AUM across 1,154,432 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 Lake Pleasant

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM