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Best financial advisors in South Deerfield, MA

Registered advisers within 25 miles of South Deerfield, MA.

Offices
127
Firms
45
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

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
AE WEALTH MANAGEMENT, LLC
CLARITY WEALTH MANAGEMENT LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
OSAIC INSTITUTIONS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ORBIS WEALTH MANAGEMENT
PROSPERITEA PLANNING
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

FRANCIS GEORGE SOBIESKI
MATTHEW CHARLES RAMON
Jared Paul Walsh
SENAIDA NOEMI BAUTISTA
JASON RUSSELL WILBURN
Kevin John O'Neil
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
Edward Paul Sabelawski
Donald Edward Graves
Nicole Bardin Gorman
Amy Watts
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
STEVE CHONG YOUNG KIM
WENDY SUZANNE CONRAD MARSDEN
David Michael Carnevale
Mari Lynn Fries
Samuel Phillip Plotkin
THOMAS DUANE SCHREIBER
SARAH Marie BURNAP
Christopher Brendan Baker
Richard Gaudreau
Samuel Thomas Schreiber
Bradley Donald Baker
JEFFREY CLAYTON BAKER
Josephine Fitzgerald Leise
Brandon Barrows McFadden
Corinne McFadden
Jeffrey S Carlson
Timothy Rogers Hampson
HARRIETT ELIZABETH BARNES
CHRISTINA L COUZELIS
WILLIAM PETER BREAULT

Within 25 miles of South Deerfield, MA, Best Investors lists 45 registered investment advisory firms with 127 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 South 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