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Best financial advisors in North Leverett, MA

Registered advisers within 25 miles of North Leverett, MA.

Offices
122
Firms
45
Combined AUM
$6.47T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,149,154 clients when Item 5C has a number
Avg / client
$5.63M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BEACON INVESTMENT ADVISERS, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
KESTRA ADVISORY SERVICES, LLC
DIVERSIFIED, LLC
COMMONWEALTH FINANCIAL NETWORK
ONE DAY IN JULY LLC
AE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

Joanne Rosa Saraiva
Jennifer Craig Ewers
Laura Townes
FRANCIS EDWARD COLLINS
Emi Lee Haryasz
JEFFREY L WAKEFIELD
JOHN CALDWELL RHOADES
Adam Alexander Krol
ADAM GLEN ROBINSON
MARK BOYLE GOGGINS
Kashawn Sanders
KATHERINE FOOTE NEWMAN
ROBERT KARL OSTBERG
Joshua Abrams Sanborn
KATHLEEN ELIZABETH COLLINS
RENAE RANSDELL
Chris Landry
STEPHEN RAY LANZIT
John Robert Bass
WALTER EDWARD BAK
Nicholas Sebastian Paine
AARON FRANCIS SMITH
MARK PHILIP VACLAVICEK
NICOLE CATHERINE DOMNARSKI
Joseph Michael Bach
Christopher Thaddeus Huxley
STEVEN DOUGLAS LEPAGE
COLLEEN MARIE BIANCO
DANIEL LEE POLACHEK
WAYNE PAUL PROULX

Within 25 miles of North Leverett, MA, Best Investors lists 45 registered investment advisory firms with 122 offices nearby, managing about $6.47T in combined regulatory AUM across 1,149,154 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 Leverett

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM