Best Investors Account Sign in

Best financial advisors in Northampton, MA

Registered advisers within 25 miles of Northampton, MA.

Offices
214
Firms
64
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,053,691 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

FRANCIS EDWARD COLLINS
Emi Lee Haryasz
Joanne Rosa Saraiva
Jennifer Craig Ewers
Laura Townes
Dennis C Morin
LAURA MARIE BOVINO
MARY KATE FRODEMA
CHRISTOPHER BOOTH MILNE
SYLVIA MENDOZA CALLAN
KATHLEEN ELIZABETH COLLINS
RENAE RANSDELL
John Robert Bass
JEFFREY L WAKEFIELD
JOHN CALDWELL RHOADES
WALTER EDWARD BAK
Marianne Dorothy Bannan
MELODY ANDREA ADA FOTI
Adam Alexander Krol
ADAM GLEN ROBINSON
MARK BOYLE GOGGINS
Kashawn Sanders
KATHERINE FOOTE NEWMAN
ROBERT KARL OSTBERG
Joshua Abrams Sanborn
Chris Landry
STEPHEN RAY LANZIT
JAMES JOSEPH MAHONEY
Shane Hollenbeck
DANIEL LEE POLACHEK
ALLEN J DAVIS
LOUIS DAVIS
Trevor David Kagan Lyne
Claire Kelly
Michael Taylor Brown
Margaret O. Moore
Nicholas Sebastian Paine
AARON FRANCIS SMITH
MARK PHILIP VACLAVICEK
NICOLE CATHERINE DOMNARSKI
Joseph Michael Bach

Within 25 miles of Northampton, MA, Best Investors lists 64 registered investment advisory firms with 214 offices nearby, managing about $10.2T in combined regulatory AUM across 2,053,691 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 Northampton

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