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Best financial advisors in South Sandisfield, MA

Registered advisers within 25 miles of South Sandisfield, MA.

Offices
108
Firms
52
Combined AUM
$7.06T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,088,967 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL GROUP, LLC
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
ROCKINGSTONE ADVISORS
TABLEAUX WEALTH
BERKSHIRE MONEY MANAGEMENT, INC.
INTEGRATED ADVISORS NETWORK LLC
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ST. GERMAIN INVESTMENT MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
AMERICAN INVESTMENT SERVICES INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Investors

WILLIAM GEORGE DOBBINS
John E Schwaikert
DJEMAL EYUP ARANITI
MICHAEL ARCHIE FAZIO
SHERRY LEE DE CELLE
JASON THOMAS FREE
COLIN HAMILTON SMITH
ERIC RICHARD KATZMAN
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
Holly Kathleen Simeone
JESSICA BARTLE
MELISSA MAE
TERRENCE WILLIAM WEBB
JESSICA MANSFIELD MORRIS
STACIE WEINER
KATHERINE JANE REISFELD
ROBERT CHARLES ELY
Marianne Sara Fresia
Matthew Ryan Freitag
TANYA LYNNE HAAS
MAURICE STEVEN BOWERMAN
JAMES JOHN ZIEN
KATE ZIEN KOPLIN
DAVID FRANCIS ST. PETER
MATTHEW JOHN SVIRIDA
A. MACKENZIE WORTHINGTON WAGGAMAN
CHARLES DWAYNE MURPHY
JOHN LANE BARRY
Karen Teresa Leonard
Edward Benecchi
PAUL TSATSOS

Within 25 miles of South Sandisfield, MA, Best Investors lists 52 registered investment advisory firms with 108 offices nearby, managing about $7.06T in combined regulatory AUM across 1,088,967 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 Sandisfield

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM