Best Investors Account Sign in

Best financial advisors in North Hatfield, MA

Registered advisers within 25 miles of North Hatfield, MA.

Offices
193
Firms
60
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,053,421 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

ONE DAY IN JULY LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
PERIGON WEALTH MANAGEMENT, LLC
PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.
KESTRA ADVISORY SERVICES, LLC
QUABBIN ADVISORS
CAPITAL ANALYSTS

Investors

John Robert Bass
JEFFREY L WAKEFIELD
JOHN CALDWELL RHOADES
Timothy W. Corwin
WALTER EDWARD BAK
Adam Alexander Krol
ADAM GLEN ROBINSON
MARK BOYLE GOGGINS
Kashawn Sanders
KATHERINE FOOTE NEWMAN
ROBERT KARL OSTBERG
Joshua Abrams Sanborn
Jeffrey S Carlson
Timothy Rogers Hampson
DANIEL LEE POLACHEK
WILLIAM PETER BREAULT
MATTHEW CHARLES RAMON
HARRIETT ELIZABETH BARNES
CHRISTINA L COUZELIS
DOUGLAS JAMES WHEAT
ANDREW MARK/NICHOLAS BELLAK
Mary M Glaser
NICHOLAS EDWARD STERN
MEGAN AILEEN DONNELLY
Richard Paul Friese
Michael Stanley Markiewicz
Eric M Markiewicz
ROBERT W. PRYOR
MARK CHRISTOPHER ZACEK
GLENN STEWART ALLAN
CHRISTIAN ARTHUR SULMASY
MICHAEL O DOYLE

Within 25 miles of North Hatfield, MA, Best Investors lists 60 registered investment advisory firms with 193 offices nearby, managing about $10.2T in combined regulatory AUM across 2,053,421 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 North Hatfield

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