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

AE WEALTH MANAGEMENT, LLC

2 Amherst Rd.
Sunderland, MA 01375

10.2 miles away

PERIGON WEALTH MANAGEMENT, LLC

321 Main Street
Amherst, MA 01002

10.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

551 Newton St
South Hadley, MA 01075

10.6 miles away

PIONEER FINANCIAL, INC.

493 NEWTON STREET
SOUTH HADLEY, MA 01075

10.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

460 NEWTON STREET
SOUTH HADLEY, MA 01075

10.7 miles away

LPL FINANCIAL LLC

96 LYMAN ST UNIT D
SOUTH HADLEY, MA 01075

10.7 miles away

EDWARD JONES

79 LYMAN STREET, STE., C
SOUTH HADLEY, MA 01075-2351

10.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

40 LINCOLN ST
HOLYOKE, MA 01040

10.8 miles away

PIONEER FINANCIAL, INC.

351 NEWTON STREET
SOUTH HADLEY, MA 01075

10.8 miles away

EDWARD JONES

1593 NORTHAMPTON ST
HOLYOKE, MA 01040

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

6 SOUTH EAST STREET
AMHERST, MA 01002-2406

KESTRA ADVISORY SERVICES, LLC

1632 Northampton Street
Holyoke, MA 01040

LPL FINANCIAL LLC

1669 NORTHAMPTON STREET
HOLYOKE, MA 01040

11.1 miles away

OSAIC WEALTH, INC.

217 GREENFIELD ROAD
SOUTH DEERFIELD, MA 01373

11.3 miles away

LPL FINANCIAL LLC

1830 Northampton Street
Holyoke, MA 01040

11.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1866 Northampton St
Holyoke, MA 01040

11.6 miles away

CAPITAL ANALYSTS

20 Gatehouse Road
Amherst, MA 01002

11.7 miles away

LINCOLN INVESTMENT

20 GATEHOUSE ROAD
AMHERST, MA 01002

11.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

87 WILLIMANSETT ST
SOUTH HADLEY, MA 01075

11.8 miles away

COMMONWEALTH FINANCIAL NETWORK

164 Race Street Suite 105
Holyoke, MA 01040

11.9 miles away

Firms

AE WEALTH MANAGEMENT, LLC

PERIGON WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PIONEER FINANCIAL, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

KESTRA ADVISORY SERVICES, LLC

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAPITAL ANALYSTS

LINCOLN INVESTMENT

COMMONWEALTH FINANCIAL NETWORK

Investors

Jared Paul Walsh

DOUGLAS JAMES WHEAT

ANDREW MARK/NICHOLAS BELLAK

MATTHEW J MITCHELL

JUSTIN MICHAEL OSOWIECKI

Michael Jeffrey Otto

STEPHEN ROGER DUVAL

EDWARD GEORGE BOSCHER

SEAN MICHAEL PETTENGILL

Andrew William Bermani-McCann

Robert John Desnoyers

ANNE COPELAND SCOTT

John Anthony McAndrew

Brigid Elizabeth McKenna

GREGORY ROBERT SHEEHAN

KENT RANSFORD GRIFFITHS

JOSEPH RAYMOND PIGOT

Ryan Maurice Ferriter

TIMOTHY PATRICK FLYNN

MATTHEW CHARLES RAMON

MARY MCNAMARA COUTURE

Michael Brendan Flaherty

ROBERT W. PRYOR

MARK CHRISTOPHER ZACEK

GLENN STEWART ALLAN

CHRISTIAN ARTHUR SULMASY

MICHAEL O DOYLE

Victoria Ruth Maraia

RONALD JAY NATHAN

ANDREW RENE BEAUDRY

RYAN TIMOTHY CUMMINGS

MARK JOSEPH ZRAUNIG

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