Best financial advisors in South Hadley, MA

Registered advisers within 25 miles of South Hadley, MA.

Offices

233

Firms

71

Combined AUM

$10.5T

Firm-wide filings, not assets booked only here

Clients

2.05M

2,054,090 clients when Item 5C has a number

Avg / client

$5.09M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

7 HADLEY STREET
SOUTH HADLEY, MA 01075

EAGLE STRATEGIES LLC

129 COLLEGE STREET
SOUTH HADLEY, MA 01075

EAGLE STRATEGIES LLC

129 COLLEGE STREET
HADLEY, MA 01075

AMERIPRISE FINANCIAL SERVICES, LLC

551 Newton St
South Hadley, MA 01075

PIONEER FINANCIAL, INC.

493 NEWTON STREET
SOUTH HADLEY, MA 01075

LPL FINANCIAL LLC

96 LYMAN ST UNIT D
SOUTH HADLEY, MA 01075

EDWARD JONES

79 LYMAN STREET, STE., C
SOUTH HADLEY, MA 01075-2351

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

460 NEWTON STREET
SOUTH HADLEY, MA 01075

PIONEER FINANCIAL, INC.

351 NEWTON STREET
SOUTH HADLEY, MA 01075

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

87 WILLIMANSETT ST
SOUTH HADLEY, MA 01075

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1936 Memorial Dr
Chicopee, MA 01020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

40 LINCOLN ST
HOLYOKE, MA 01040

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

1847 Memorial Dr Suite 1
Chicopee, MA 01020

COMMONWEALTH FINANCIAL NETWORK

164 Race Street Suite 105
Holyoke, MA 01040

EDWARD JONES

1593 NORTHAMPTON ST
HOLYOKE, MA 01040

KESTRA ADVISORY SERVICES, LLC

1632 Northampton Street
Holyoke, MA 01040

LPL FINANCIAL LLC

1669 NORTHAMPTON STREET
HOLYOKE, MA 01040

EDWARD JONES

THE MILL 180 BUILDING 180 PLEASANT ST SUITE 212
EASTHAMPTON, MA 01027

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

90 Cottage St.
Easthampton, MA 01027

LPL FINANCIAL LLC

1830 Northampton Street
Holyoke, MA 01040

Firms

OSAIC WEALTH, INC.

EAGLE STRATEGIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PIONEER FINANCIAL, INC.

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

COMMONWEALTH FINANCIAL NETWORK

KESTRA ADVISORY SERVICES, LLC

Investors

TED JOEL DICKINSON

Justin Robert Golec

CHRISTOPHER TRYON CLOUTIER

MATTHEW J MITCHELL

JUSTIN MICHAEL OSOWIECKI

Michael Jeffrey Otto

STEPHEN ROGER DUVAL

EDWARD GEORGE BOSCHER

Andrew William Bermani-McCann

Robert John Desnoyers

SEAN MICHAEL PETTENGILL

ANDREW RENE BEAUDRY

RYAN TIMOTHY CUMMINGS

STEVEN RICHARD LANIER

ANNE COPELAND SCOTT

William Richard Wisniewski

MARK JOSEPH ZRAUNIG

John Anthony McAndrew

Brigid Elizabeth McKenna

GREGORY ROBERT SHEEHAN

KENT RANSFORD GRIFFITHS

JOSEPH RAYMOND PIGOT

Ryan Maurice Ferriter

TIMOTHY PATRICK FLYNN

Michael Stanley Markiewicz

Eric M Markiewicz

TINA MARIE CHANDLER

MARY MCNAMARA COUTURE

Within 25 miles of South Hadley, MA, Best Investors lists 71 registered investment advisory firms with 233 offices nearby, managing about $10.5T in combined regulatory AUM across 2,054,090 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 Hadley

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM