Best financial advisors in So Deerfield, MA

Registered advisers within 25 miles of So Deerfield, MA.

Offices

126

Firms

44

Combined AUM

$6.47T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,149,148 clients when Item 5C has a number

Avg / client

$5.63M

Combined AUM ÷ clients

Nearby offices

PERIGON WEALTH MANAGEMENT, LLC

321 Main Street
Amherst, MA 01002

J.P. MORGAN SECURITIES LLC

373 Russell St
Hadley, MA 01035

MONEY CONCEPTS CAPITAL CORP

17 DELL ST.
TURNERS FALLS, MA 01376-2411

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

6 SOUTH EAST STREET
AMHERST, MA 01002-2406

AMERIPRISE FINANCIAL SERVICES, LLC

226 RUSSELL ST STE A
HADLEY, MA 01035-9485

LPL FINANCIAL LLC

100 EAST ST EASTHAMPTON SAVINGS BANK
HADLEY, MA 01035

COMMONWEALTH FINANCIAL NETWORK

104 Middle Street
Hadley, MA 01035

MML INVESTORS SERVICES, LLC

10 BAY ROAD
HADLEY, MA 01035

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

525 Bernardston Road Suite 1
Greenfield, MA 01301

KESTRA ADVISORY SERVICES, LLC

243 King St., SUITE 240
NORTHAMPTON, MA 01060

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

8 Main St.
Florence, MA 01062

10.1 miles away

COMMONWEALTH FINANCIAL NETWORK

85 MAIN STREET
FLORENCE, MA 01062

10.1 miles away

CAPITAL ANALYSTS

20 Gatehouse Road
Amherst, MA 01002

10.1 miles away

LINCOLN INVESTMENT

20 GATEHOUSE ROAD
AMHERST, MA 01002

10.1 miles away

EDWARD JONES

40 MAPLE ST
FLORENCE, MA 01062-1233

10.3 miles away

COMMONWEALTH FINANCIAL NETWORK

241 King Street Suite 215
Northampton, MA 01060

10.3 miles away

KESTRA ADVISORY SERVICES, LLC

433 West St Ste 7
Amherst, MA 01002

10.5 miles away

KESTRA ADVISORY SERVICES, LLC

433 West Street Suite 7
Amherst, MA 01002

10.5 miles away

QUABBIN ADVISORS

447 WEST ST
AMHERST, MA 01002

10.5 miles away

EDWARD JONES

495 WEST ST SUITE 1
AMHERST, MA 01002

10.6 miles away

Firms

PERIGON WEALTH MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

MONEY CONCEPTS CAPITAL CORP

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

KESTRA ADVISORY SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAPITAL ANALYSTS

LINCOLN INVESTMENT

QUABBIN ADVISORS

Investors

DOUGLAS JAMES WHEAT

ANDREW MARK/NICHOLAS BELLAK

Timothy W. Corwin

John Lincoln Hirst II

PAUL JAMES PIERCE

KRISTINE ANNA KOCZAJOWSKI

KAREN DOLAN CURRAN

MOLLY ANN KEEGAN

CORIE ELIZABETH NEW

Trevor David Kagan Lyne

Michael Taylor Brown

Margaret O. Moore

ANGELA BETH STREETER

JAMES JOSEPH MAHONEY

Shane Hollenbeck

Nicholas Sebastian Paine

AARON FRANCIS SMITH

MARK PHILIP VACLAVICEK

NICOLE CATHERINE DOMNARSKI

Joseph Michael Bach

ROBERT W. PRYOR

MARK CHRISTOPHER ZACEK

GLENN STEWART ALLAN

CHRISTIAN ARTHUR SULMASY

MICHAEL O DOYLE

Victoria Ruth Maraia

RONALD JAY NATHAN

Christopher Thaddeus Huxley

Marianne Dorothy Bannan

MELODY ANDREA ADA FOTI

NICHOLAS EDWARD STERN

MEGAN AILEEN DONNELLY

Richard Paul Friese

Within 25 miles of So Deerfield, MA, Best Investors lists 44 registered investment advisory firms with 126 offices nearby, managing about $6.47T in combined regulatory AUM across 1,149,148 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 So Deerfield

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