Best financial advisors in Montague, MA

Registered advisers within 25 miles of Montague, MA.

Offices

101

Firms

39

Combined AUM

$7.08T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,154,432 clients when Item 5C has a number

Avg / client

$6.13M

Combined AUM ÷ clients

Nearby offices

CLARITY WEALTH MANAGEMENT LLC

432 GREENFIELD ROAD, 2ND FL
MONTAGUE, MA 01351

MONEY CONCEPTS CAPITAL CORP

17 DELL ST.
TURNERS FALLS, MA 01376-2411

MONEY CONCEPTS CAPITAL CORP

377 MAIN STREET, STE 1
GREENFIELD, MA 01301

OSAIC WEALTH, INC.

217 GREENFIELD ROAD
SOUTH DEERFIELD, MA 01373

OSAIC INSTITUTIONS, INC.

400 MAIN STREET
GREENFIELD, MA 01302

ORBIS WEALTH MANAGEMENT

324 MAIN ST SECOND FLOOR
GREENFIELD, MA 01301

PROSPERITEA PLANNING

308 MAIN STREET SUITE 3A
GREENFIELD, MA 01301

LPL FINANCIAL LLC

28 FEDERAL ST
GREENFIELD, MA 01301

AMERIPRISE FINANCIAL SERVICES, LLC

48 FEDERAL ST
GREENFIELD, MA 01301-2536

EDWARD JONES

55 FEDERAL STREET SUITE 260 HAYBURNE BUILDING
GREENFIELD, MA 01301

EDWARD JONES

269 MAIN ST
GREENFIELD, MA 01301-3203

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

238 MAIN ST STE 2
GREENFIELD, MA 01301

MONEY CONCEPTS CAPITAL CORP

117 Main Street 2nd Floor
Greenfield, MA 01301

EDWARD JONES

21 MOHAWK TRAIL SUITE 9
GREENFIELD, MA 01301

AE WEALTH MANAGEMENT, LLC

2 Amherst Rd.
Sunderland, MA 01375

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

525 Bernardston Road Suite 1
Greenfield, MA 01301

EDWARD JONES

101 MUNSON ST SUITE 122
GREENFIELD, MA 01301-9684

CETERA INVESTMENT ADVISERS LLC

2 PARK STREET 1A
SOUTH DEERFIELD, MA 01373

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

6 SOUTH EAST STREET
AMHERST, MA 01002-2406

11.3 miles away

COMMONWEALTH FINANCIAL NETWORK

28 AMITY STREET SUITE 1C
AMHERST, MA 01002

11.3 miles away

Firms

CLARITY WEALTH MANAGEMENT LLC

MONEY CONCEPTS CAPITAL CORP

OSAIC WEALTH, INC.

OSAIC INSTITUTIONS, INC.

ORBIS WEALTH MANAGEMENT

PROSPERITEA PLANNING

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

AE WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CETERA INVESTMENT ADVISERS LLC

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

COMMONWEALTH FINANCIAL NETWORK

Investors

SENAIDA NOEMI BAUTISTA

JASON RUSSELL WILBURN

John Lincoln Hirst II

Donald Edward Graves

MATTHEW CHARLES RAMON

STEVE CHONG YOUNG KIM

WENDY SUZANNE CONRAD MARSDEN

David Michael Carnevale

Mari Lynn Fries

Samuel Phillip Plotkin

Bradley Donald Baker

JEFFREY CLAYTON BAKER

Josephine Fitzgerald Leise

Brandon Barrows McFadden

Corinne McFadden

Nicole Bardin Gorman

MERRILL JOSEPH GAGNE

DAVID YOUSEFZADEH

Stephen E Colby

DAVID JAMES DONOGHUE

Edward Paul Sabelawski

Nathaniel B Hussey

Gordon Thom Christiansen

Jared Paul Walsh

ANGELA BETH STREETER

Kevin John O'Neil

FRANCIS GEORGE SOBIESKI

HARRIETT ELIZABETH BARNES

CHRISTINA L COUZELIS

Within 25 miles of Montague, MA, Best Investors lists 39 registered investment advisory firms with 101 offices nearby, managing about $7.08T in combined regulatory AUM across 1,154,432 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 Montague

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM