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Best financial advisors in Pittsfield, MA

Registered advisers within 25 miles of Pittsfield, MA.

Offices
67
Firms
35
Combined AUM
$6.43T
Firm-wide filings, not assets booked only here
Clients
454K
453,619 clients when Item 5C has a number
Avg / client
$14.2M
Combined AUM ÷ clients

Nearby offices

Firms

MONECO ADVISORS
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
DOLLAR & SENSE
RAYMOND JAMES & ASSOCIATES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EAST RIVER CAPITAL MANAGEMENT LLC
JUST WEALTH LLC
HANLEY & ASSOCIATES LLC
EDWARD JONES
FINANCIAL TRANSPARENCY

Investors

LYDIA ALEXANDRA RENDERS
ALLISON ELIZABETH LORING
STEPHEN GEORGE SYKES
Michael B DuPont
KENNETH STEPHENSON WHITESTONE
SHAUN WILLIAM HEIMANN
KELLY MICHELLE BAKER
ARTHUR KING FRANCIS
Adam Christopher Kirby
William Berry Kirby
KEVIN PATRICK O'DONNELL
ELIE YOUSSEF ELSADDIK
JAMES RICHARD ROSE
Darrell M Colvin
David Alan Rice
JOHN FRANCIS MCLAUGHLIN
Hao Jiang
Phuong Luong
Patrick Edward Hanley
FRANCIS JOSEPH HANLEY
DAVID MARTIN MILLIGAN
JONATHAN L MECZYWOR
Robert Chapman
THOMAS JOSEPH GIARDINA
WILLIAM JAMES BRESETT
THOMAS DAVID MCKEON
THOMAS HENRY PERREA
COREY G PHILLIPS
ALEX J KASTRINAKIS

Within 25 miles of Pittsfield, MA, Best Investors lists 35 registered investment advisory firms with 67 offices nearby, managing about $6.43T in combined regulatory AUM across 453,619 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 Pittsfield

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM