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Best financial advisors in Longmeadow, MA

Registered advisers within 25 miles of Longmeadow, MA.

Offices
596
Firms
207
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,720 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ZENITH INVESTMENT MANAGEMENT, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
BOND FINANCIAL GROUP, INC.
RICHARD P. DOLEVA & ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
ST. GERMAIN INVESTMENT MANAGEMENT
XDUS FUND ADVISOR
EAGLE STRATEGIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SANTANDER SECURITIES LLC

Investors

Debbra M Gorczycki
Shawn Alexander Torres
DAVID FRANK FERNANDES
Mack J Hicklen
Jason Steven Hicklen
TRAN NGUYEN TRAN
Patrick Dennis Sherman
DAVID ANTHONY PETRUZZELLI
Jeremy Paul Stefanik
DYLAN EDWARD BOND
TIMOTHY MICHAEL GIGUERE
RICHARD PAUL DOLEVA
AMY ELIZABETH SANTARELLI
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
Justin Patrick Doyle
DENNIS CAMILLE GERO
JEANMARIE ANN DELISO
Austin James Shuttleworth
JORDAN JEFFREY FRAZEE
RICHARD MICHAEL BAKER
Masar Jashanica
Nicholas William Pucel

Within 25 miles of Longmeadow, MA, Best Investors lists 207 registered investment advisory firms with 596 offices nearby, managing about $15.2T in combined regulatory AUM across 3,144,720 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 Longmeadow

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM