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Best financial advisors in S Egremont, MA

Registered advisers within 25 miles of S Egremont, MA.

Offices
38
Firms
24
Combined AUM
$3.62T
Firm-wide filings, not assets booked only here
Clients
571K
571,350 clients when Item 5C has a number
Avg / client
$6.34M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TABLEAUX WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
BERKSHIRE MONEY MANAGEMENT, INC.
ROCKINGSTONE ADVISORS
MML INVESTORS SERVICES, LLC
INTEGRATED ADVISORS NETWORK LLC
EIA INVESTMENTS LLC
AMERICAN INVESTMENT SERVICES INC
MAIN STREET RESEARCH LLC
OPPENHEIMER + CLOSE, LLC
INDEPENDENT FINANCIAL GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
ST. GERMAIN INVESTMENT MANAGEMENT

Investors

JOHN DEVIN HEITZMAN
KATHERINE JANE REISFELD
GARY ELLIOT MARTINELLI
Luke Farrell Delorme
Joseph Richard Polidoro
MATTHEW SAMUEL CHESTER
Bryce Edward Schuler
Daniel Gerald Morin
MARK JOSEPH DE CELLE
Courtney A Boudreau
SHERRY LEE DE CELLE
JASON THOMAS FREE
TERRENCE WILLIAM WEBB
JESSICA MANSFIELD MORRIS
STACIE WEINER
Holly Kathleen Simeone
ERIC RICHARD KATZMAN
COLIN HAMILTON SMITH
JESSICA BARTLE
MELISSA MAE
ANTHONY ARTHUR COLLINS
DAVID FRANCIS ST. PETER
MATTHEW JOHN SVIRIDA
A. MACKENZIE WORTHINGTON WAGGAMAN
CHARLES DWAYNE MURPHY
JOHN LANE BARRY
MICHAEL ARCHIE FAZIO
HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
PHILIP VICTOR OPPENHEIMER
SANDRA CERQUEIRA
WILLIAM GEORGE DOBBINS
WARREN MICHAEL COHEN
Marianne Sara Fresia
Matthew Ryan Freitag
TANYA LYNNE HAAS
MAURICE STEVEN BOWERMAN

Within 25 miles of S Egremont, MA, Best Investors lists 24 registered investment advisory firms with 38 offices nearby, managing about $3.62T in combined regulatory AUM across 571,350 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 S Egremont

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM