Best financial advisors in Southampton, MA

Registered advisers within 25 miles of Southampton, MA.

Offices

232

Firms

72

Combined AUM

$10.6T

Firm-wide filings, not assets booked only here

Clients

2.05M

2,054,851 clients when Item 5C has a number

Avg / client

$5.14M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

90 Cottage St.
Easthampton, MA 01027

LPL FINANCIAL LLC

36 MAIN STREET
EASTHAMPTON, MA 01027

L. B. EDDY

507 SOUTHAMPTON ROAD
WESTFIELD, MA 01085

EDWARD JONES

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

LPL FINANCIAL LLC

1669 NORTHAMPTON STREET
HOLYOKE, MA 01040

EDWARD JONES

1593 NORTHAMPTON ST
HOLYOKE, MA 01040

KESTRA ADVISORY SERVICES, LLC

1632 Northampton Street
Holyoke, MA 01040

LPL FINANCIAL LLC

1830 Northampton Street
Holyoke, MA 01040

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1866 Northampton St
Holyoke, MA 01040

LPL FINANCIAL LLC

59 BOBALA ROAD
HOLYOKE, MA 01040

LPL FINANCIAL LLC

14 BOBALA RD
HOLYOKE, MA 01040

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

40 LINCOLN ST
HOLYOKE, MA 01040

EQUITABLE ADVISORS, LLC

98 LOWER WESTFIELD RD
HOLYOKE, MA 01040

LPL FINANCIAL LLC

141 ELM ST
WESTFIELD, MA 01085

AMERIPRISE FINANCIAL SERVICES, LLC

59 INTERSTATE DR STE 4
W SPRINGFIELD, MA 01089-5100

COMMONWEALTH FINANCIAL NETWORK

164 Race Street Suite 105
Holyoke, MA 01040

EDWARD JONES

20 ELM STREET SUITE A
WESTFIELD, MA 01085

KESTRA ADVISORY SERVICES, LLC

37 Broad Street STE. 2
WESTFIELD, MA 01085

LPL FINANCIAL LLC

37 BROAD ST STE 2
WESTFIELD, MA 01085-2932

CETERA INVESTMENT ADVISERS LLC

335 SOUTH STREET
NORTHHAMPTON, MA 01061

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

CETERA INVESTMENT ADVISERS LLC

Investors

TINA MARIE CHANDLER

Alexandra Ann Chapman

LATIMER BALLOU EDDY

Michael Stanley Markiewicz

Eric M Markiewicz

JOSEPH RAYMOND PIGOT

Ryan Maurice Ferriter

TIMOTHY PATRICK FLYNN

John Anthony McAndrew

Brigid Elizabeth McKenna

GREGORY ROBERT SHEEHAN

KENT RANSFORD GRIFFITHS

MARY MCNAMARA COUTURE

Michael Brendan Flaherty

RAYMOND ANTHONY LUKAS

ROBERT KIRK MACKEY

ANNE COPELAND SCOTT

JOSHUA PHILIP STEBBINS

BRENDA MAY KANTOR

MARK JOSEPH ZRAUNIG

Timothy Evan Flynn

JOHN PATRICK LIPTAK

RICHARD DOMENICK CAPANNOLA

DANIEL LEE POLACHEK

Within 25 miles of Southampton, MA, Best Investors lists 72 registered investment advisory firms with 232 offices nearby, managing about $10.6T in combined regulatory AUM across 2,054,851 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 Southampton

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