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Best financial advisors in Stockbridge, MA

Registered advisers within 25 miles of Stockbridge, MA.

Offices
51
Firms
30
Combined AUM
$4.45T
Firm-wide filings, not assets booked only here
Clients
418K
418,274 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
BERKSHIRE MONEY MANAGEMENT, INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
EIA INVESTMENTS LLC
INDEPENDENT FINANCIAL GROUP, LLC
KEY INVESTMENT SERVICES LLC
MAIN STREET RESEARCH LLC

Investors

BRIAN PAUL ASTORINO
GREGORY CHARLES DIETERICH
PETER JEFFREY GAGNE
BRENDAN RICHARD BULLETT
JOHN ARTHUR BIELSKI
SCOTT CHRISTOPHER LITTLE
Lauren Michelle Beckett
Michael James O'Brien
ZACHARY RYAN MARCOTTE
PETER JAMES COUGHLIN
ALLEN PIERRE HARRIS
Michael R Blasl
JOHN DEVIN HEITZMAN
SEAN TYLER LEBLANC
ANTHONY ARTHUR COLLINS
WILLIAM GEORGE DOBBINS
PHILIP RALPH STIRE
HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
Michael Vincent Ciarlo

Within 25 miles of Stockbridge, MA, Best Investors lists 30 registered investment advisory firms with 51 offices nearby, managing about $4.45T in combined regulatory AUM across 418,274 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 Stockbridge

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM