Best financial advisors in Sunderland, MA

Registered advisers within 25 miles of Sunderland, MA.

Offices

129

Firms

44

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

AE WEALTH MANAGEMENT, LLC

2 Amherst Rd.
Sunderland, MA 01375

CETERA INVESTMENT ADVISERS LLC

2 PARK STREET 1A
SOUTH DEERFIELD, MA 01373

OSAIC WEALTH, INC.

217 GREENFIELD ROAD
SOUTH DEERFIELD, MA 01373

CLARITY WEALTH MANAGEMENT LLC

432 GREENFIELD ROAD, 2ND FL
MONTAGUE, MA 01351

COMMONWEALTH FINANCIAL NETWORK

28 AMITY STREET SUITE 1C
AMHERST, MA 01002

PERIGON WEALTH MANAGEMENT, LLC

321 Main Street
Amherst, MA 01002

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

101 Blue Hills Road
Amherst, MA 01002

EDWARD JONES

100 UNIVERSITY DR FIRST FLOOR SUITE 3
AMHERST, MA 01002

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

6 SOUTH EAST STREET
AMHERST, MA 01002-2406

J.P. MORGAN SECURITIES LLC

373 Russell St
Hadley, MA 01035

CAPITAL ANALYSTS

20 Gatehouse Road
Amherst, MA 01002

LINCOLN INVESTMENT

20 GATEHOUSE ROAD
AMHERST, MA 01002

EQUITABLE ADVISORS, LLC

65 D ELM ST SUITE 101
HATFIELD, MA 01038

AMERIPRISE FINANCIAL SERVICES, LLC

226 RUSSELL ST STE A
HADLEY, MA 01035-9485

WEST BRANCH CAPITAL LLC

9 RESEARCH DRIVE SUITE 1
AMHERST, MA 01002

BEACON POINTE ADVISORS, LLC

19 Research Dr #1
Amherst, MA 01002

EDWARD JONES

101 MUNSON ST SUITE 122
GREENFIELD, MA 01301-9684

LPL FINANCIAL LLC

100 EAST ST EASTHAMPTON SAVINGS BANK
HADLEY, MA 01035

KESTRA ADVISORY SERVICES, LLC

433 West St Ste 7
Amherst, MA 01002

KESTRA ADVISORY SERVICES, LLC

433 West Street Suite 7
Amherst, MA 01002

Firms

AE WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

CLARITY WEALTH MANAGEMENT LLC

COMMONWEALTH FINANCIAL NETWORK

PERIGON WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

J.P. MORGAN SECURITIES LLC

CAPITAL ANALYSTS

LINCOLN INVESTMENT

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WEST BRANCH CAPITAL LLC

BEACON POINTE ADVISORS, LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

Investors

Jared Paul Walsh

FRANCIS GEORGE SOBIESKI

MATTHEW CHARLES RAMON

SENAIDA NOEMI BAUTISTA

JASON RUSSELL WILBURN

HARRIETT ELIZABETH BARNES

CHRISTINA L COUZELIS

DOUGLAS JAMES WHEAT

ANDREW MARK/NICHOLAS BELLAK

WILLIAM PETER BREAULT

Jeffrey S Carlson

Timothy Rogers Hampson

Timothy W. Corwin

ROBERT W. PRYOR

MARK CHRISTOPHER ZACEK

GLENN STEWART ALLAN

CHRISTIAN ARTHUR SULMASY

MICHAEL O DOYLE

Victoria Ruth Maraia

RONALD JAY NATHAN

THOMAS DUANE SCHREIBER

SARAH Marie BURNAP

Christopher Brendan Baker

Richard Gaudreau

Samuel Thomas Schreiber

PAUL JAMES PIERCE

Lucia Burleigh Shah

Kevin John O'Neil

KRISTINE ANNA KOCZAJOWSKI

NICHOLAS EDWARD STERN

Within 25 miles of Sunderland, MA, Best Investors lists 44 registered investment advisory firms with 129 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 Sunderland

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