Best Investors Account Sign in

Best financial advisors in Shelburne Falls, MA

Registered advisers within 25 miles of Shelburne Falls, MA.

Offices
85
Firms
36
Combined AUM
$5.27T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,137,498 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

WELLINGTON SHIELDS & CO., LLC
LPL FINANCIAL LLC
EGGZ
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PROSPERITEA PLANNING
ORBIS WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
CLARITY WEALTH MANAGEMENT LLC

Investors

Ellen Purinton
William Robert Purinton
Timothy Gaulin
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
MICHAEL STEIN
Kevin John O'Neil
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
Edward Paul Sabelawski
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
Nicole Bardin Gorman
WENDY SUZANNE CONRAD MARSDEN
David Michael Carnevale
Mari Lynn Fries
Samuel Phillip Plotkin
STEVE CHONG YOUNG KIM
Amy Watts
Bradley Donald Baker
JEFFREY CLAYTON BAKER
Josephine Fitzgerald Leise
Brandon Barrows McFadden
Corinne McFadden
Donald Edward Graves
ANGELA BETH STREETER
MATTHEW CHARLES RAMON
John Lincoln Hirst II
FRANCIS GEORGE SOBIESKI
SENAIDA NOEMI BAUTISTA
JASON RUSSELL WILBURN

Within 25 miles of Shelburne Falls, MA, Best Investors lists 36 registered investment advisory firms with 85 offices nearby, managing about $5.27T in combined regulatory AUM across 1,137,498 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 Shelburne Falls

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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