Best financial advisors in Ludlow, MA

Registered advisers within 25 miles of Ludlow, MA.

Offices

261

Firms

84

Combined AUM

$12.0T

Firm-wide filings, not assets booked only here

Clients

2.09M

2,085,805 clients when Item 5C has a number

Avg / client

$5.75M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

67 Hunt Street
Agawam, MA 01001

COMMONWEALTH FINANCIAL NETWORK

67 HUNT STREET SUITE 115
AGAWAM, MA 01101

EAGLE STRATEGIES LLC

QUINN WEALTH STRATEGIES 540 MEADOW STREET, SUITE 108
AGAWAM, MA 01001

COMMONWEALTH FINANCIAL NETWORK

540 Meadow Street Suite 104
Agawam, MA 01001

EAGLE STRATEGIES LLC

540 MEADOW STREET STE 108
AGAWAM, MA 01001

LPL FINANCIAL LLC

59 BOBALA ROAD
HOLYOKE, MA 01040

LPL FINANCIAL LLC

350 PALMER RD SUITE 100
WARE, MA 01082

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

333 Elm Street Suite 200
West Springfield, MA 01089

LPL FINANCIAL LLC

110 ELM ST
WEST SPRINGFIELD, MA 01089

FOUNDATIONS INVESTMENT ADVISORS LLC

181 Park Avenue Suite 4
West Springfield, MA 01089

AMERIPRISE FINANCIAL SERVICES, LLC

59 INTERSTATE DR STE 4
W SPRINGFIELD, MA 01089-5100

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

734 BLISS RD
LONGMEADOW, MA 01106

10.1 miles away

BOND FINANCIAL GROUP, INC.

180 DENSLOW RD. SUITE 2
EAST LONGMEADOW, MA 01028

10.6 miles away

RICHARD P. DOLEVA & ASSOCIATES

180 DENSLOW RD SUITE 7
EAST LONGMEADOW, MA 01028

10.6 miles away

RICHARD P. DOLEVA & ASSOCIATES

180 DENSLOW RD
EAST LONGMEADOW, MA 01028

10.6 miles away

COMMONWEALTH FINANCIAL NETWORK

180 DENSLOW ROAD SUITE 4
EAST LONGMEADOW, MA 01028

10.6 miles away

EDWARD JONES

475 longmeadow street
LONGMEADOW, MA 01106

10.7 miles away

ALPHASTAR CAPITAL MANAGEMENT

159 Main Street Suite G
Agawam, MA 01001

10.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

734 Longmeadow St. Suite 306
Longmeadow, MA 01106

11.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

734 Longmeadow St.
Longmeadow, MA 01106

11.2 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

COMMONWEALTH FINANCIAL NETWORK

EAGLE STRATEGIES LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

FOUNDATIONS INVESTMENT ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOND FINANCIAL GROUP, INC.

RICHARD P. DOLEVA & ASSOCIATES

ALPHASTAR CAPITAL MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Austin James Shuttleworth

JORDAN JEFFREY FRAZEE

RICHARD MICHAEL BAKER

Justin Patrick Doyle

DENNIS CAMILLE GERO

JEANMARIE ANN DELISO

RAYMOND ANTHONY LUKAS

DAVID MICHAEL RICCI

MICHAEL STEVEN MARTIN

STEVEN FREDERICK BRADWAY

RICHARD JOHN PELLETIER

Austin James Porchelli

BRENDA MAY KANTOR

TRAN NGUYEN TRAN

Jeremy Paul Stefanik

DYLAN EDWARD BOND

TIMOTHY MICHAEL GIGUERE

RICHARD PAUL DOLEVA

AMY ELIZABETH SANTARELLI

Jason Steven Hicklen

Cynthia Rose Stewart

Debbra M Gorczycki

Shawn Alexander Torres

Within 25 miles of Ludlow, MA, Best Investors lists 84 registered investment advisory firms with 261 offices nearby, managing about $12.0T in combined regulatory AUM across 2,085,805 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 Ludlow

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM