Best financial advisors in Leeds, MA

Registered advisers within 25 miles of Leeds, MA.

Offices

199

Firms

62

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

EAGLE STRATEGIES LLC

351 PLEASANT STREET SUITE A
NORTHHAMPTON, MA 01060

MML INVESTORS SERVICES, LLC

10 BAY ROAD
HADLEY, MA 01035

LPL FINANCIAL LLC

36 MAIN STREET
EASTHAMPTON, MA 01027

EDWARD JONES

THE MILL 180 BUILDING 180 PLEASANT ST SUITE 212
EASTHAMPTON, MA 01027

COMMONWEALTH FINANCIAL NETWORK

104 Middle Street
Hadley, MA 01035

LPL FINANCIAL LLC

100 EAST ST EASTHAMPTON SAVINGS BANK
HADLEY, MA 01035

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

90 Cottage St.
Easthampton, MA 01027

AMERIPRISE FINANCIAL SERVICES, LLC

226 RUSSELL ST STE A
HADLEY, MA 01035-9485

J.P. MORGAN SECURITIES LLC

373 Russell St
Hadley, MA 01035

EDWARD JONES

100 UNIVERSITY DR FIRST FLOOR SUITE 3
AMHERST, MA 01002

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

101 Blue Hills Road
Amherst, MA 01002

OSAIC WEALTH, INC.

7 HADLEY STREET
SOUTH HADLEY, MA 01075

EDWARD JONES

495 WEST ST SUITE 1
AMHERST, MA 01002

COMMONWEALTH FINANCIAL NETWORK

28 AMITY STREET SUITE 1C
AMHERST, MA 01002

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

CETERA INVESTMENT ADVISERS LLC

2 PARK STREET 1A
SOUTH DEERFIELD, MA 01373

EAGLE STRATEGIES LLC

129 COLLEGE STREET
SOUTH HADLEY, MA 01075

10.1 miles away

EAGLE STRATEGIES LLC

129 COLLEGE STREET
HADLEY, MA 01075

10.1 miles away

Firms

EAGLE STRATEGIES LLC

MML INVESTORS SERVICES, LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

KESTRA ADVISORY SERVICES, LLC

QUABBIN ADVISORS

CETERA INVESTMENT ADVISERS LLC

Investors

Joshua Abrams Sanborn

Trevor David Kagan Lyne

Michael Taylor Brown

Margaret O. Moore

Alexandra Ann Chapman

Michael Stanley Markiewicz

Eric M Markiewicz

KAREN DOLAN CURRAN

MOLLY ANN KEEGAN

CORIE ELIZABETH NEW

KRISTINE ANNA KOCZAJOWSKI

TINA MARIE CHANDLER

PAUL JAMES PIERCE

Timothy W. Corwin

Jeffrey S Carlson

Timothy Rogers Hampson

WILLIAM PETER BREAULT

TED JOEL DICKINSON

Richard Paul Friese

HARRIETT ELIZABETH BARNES

CHRISTINA L COUZELIS

NICHOLAS EDWARD STERN

MEGAN AILEEN DONNELLY

FRANCIS GEORGE SOBIESKI

Justin Robert Golec

CHRISTOPHER TRYON CLOUTIER

Within 25 miles of Leeds, MA, Best Investors lists 62 registered investment advisory firms with 199 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 Leeds

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