Best Investors Account Sign in

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

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
TRUSTMONT ADVISORY GROUP, INC.
KESTRA ADVISORY SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
BEAULIEU & ASSOCIATES, LLC
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

Investors

DAVID EDWARD FEDOR
JOHN THOMAS HARTEN
BRENDAN MICHAEL BEGLEY
JAMES V ANZA
MICHAEL ANTHONY GONCALVES
STEVEN JOHN SHERIDAN
DAVID CHRISTOPHER BERUBE
Charles J Beyer
ARNOLD S. MAGID
JOHN EDWARD MOORE
Michael James Fairchild
William Balint
ENRIQUE JOSE ALVAREZ
JOSEPH ERVING RYAN
JOSEPH SCOTT MALMBORG
MICHAEL P SHEA
Russell Grady Morris
ROBERT PETER LAREAU
Marilyn Gay Zarkos
HYMAN NOAH GLASMAN
PETER JOSEPH BORRELLO
CLARA TERESA ASENSIO
Kimberly Whitten Choiniere
JAMES RICHARD MAPPLETHORPE
WILLIAM HERBERT CARUANA
SEAN MALCOLM DRINAN
David M Caruana
THOMAS JEREMIAH ADAMS
MICHAEL VICTOR SWITCHENKO
DAVID ROGER DRINAN
Dakota Alexander Johnson
JONATHAN DALY
JAMES JOEL BEAULIEU
Gabriella Chantal Ahern
WILLLIAM JOSEPH MCCLOSKEY

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