Best financial advisors in W Townsend, MA

Registered advisers within 25 miles of W Townsend, MA.

Offices

323

Firms

114

Combined AUM

$8.89T

Firm-wide filings, not assets booked only here

Clients

2.25M

2,251,222 clients when Item 5C has a number

Avg / client

$3.95M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

18 MAIN STREET SUITE #205
TOWNSEND, MA 01469

LPL FINANCIAL LLC

603 MASSACHUSETTS AVE
LUNENBURG, MA 01462

EDWARD JONES

30 A ASHBY STATE ROAD
FITCHBURG, MA 01420

INVESTMENT MANAGEMENT TRUST, LLC

14 OLIVER ST
FITCHBURG, MA 01420

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

114 Summer St
Fitchburg, MA 01420

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

7 Electric Avenue
Leominster, MA 01453

LPL FINANCIAL LLC

520 ELECTRIC AVENUE
FITCHBURG, MA 01420

EAGLE STRATEGIES LLC

BRIGHT FUTURE FINANCIAL LLC 975 MERRIAM AVE SUITE 200
LEOMINSTER, MA 01453

PLANMEMBER SECURITIES CORPORATION

975 Merriam Avenue, Suite 213
Leominster, MA 01453

EAGLE STRATEGIES LLC

975 MERRIAM AVE SUITE 200
LEOMINSTER, MA 01453

CETERA INVESTMENT ADVISERS LLC

975 Merriam Ave Ste 201
Leominster, MA 01453

ON INVESTMENT MANAGEMENT CO

78 MAIN ST
ASHBURNHAM, MA 01430

EDWARD JONES

80 ERDMAN WAY SUITE 202
LEOMINSTER, MA 01453-1840

COMMONWEALTH FINANCIAL NETWORK

3 Hollis St.
Pepperell, MA 01463

PFS INVESTMENTS INC.

101 MAIN ST UNIT 1B
PEPPERELL, MA 01463

EDWARD JONES

491 MAIN ST STE A
GROTON, MA 01450

SOUND INCOME STRATEGIES, LLC

142 Main Street
Leominster, MA 01453

EDWARD JONES

3 C MARKET PLACE
HOLLIS, NH 03049

THE PRACTICAL PLANNER

274 MAIN ST
GROTON, MA 01450

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

66 West Street
Leominster, MA 01453

Firms

LPL FINANCIAL LLC

INVESTMENT MANAGEMENT TRUST, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

EAGLE STRATEGIES LLC

PLANMEMBER SECURITIES CORPORATION

CETERA INVESTMENT ADVISERS LLC

ON INVESTMENT MANAGEMENT CO

COMMONWEALTH FINANCIAL NETWORK

PFS INVESTMENTS INC.

SOUND INCOME STRATEGIES, LLC

THE PRACTICAL PLANNER

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Mark Clayton Collier

Corey F Lefavor

RYAN RAYMOND LEBLANC

JOHN JOSEPH DIBENEDETTO

Peter Torrey Fredericks

DAVID MICHAEL EARLS

ANTHONY JOHN COLETTI

Paul Joseph Chlebecek

Nicole Christine Groskreutz

KENNETH PAUL POSCO

Joseph Raymond Croteau

RAYMOND PAUL CROTEAU

THOMAS FRANCIS WHEELER

PETER TIMOTHY SIMPSON

SIMON JOHN ELLIS

Nathan D. Bilotta

GARY WILLIAM HOLLAND

RYAN JOSEPH MCGUANE

Mark Anthony Montaquila

Peter Derek TenBroeck Jr.

MARK ANTHONY VASAPOLLI

Benjamin G Woolfrey

Shelly Kay Gillis

Andrew David Gillis

PATRICIA ANN KONETZNY

JOHN HENRY KONETZNY

SUSAN DORVAL DORSEY

Within 25 miles of W Townsend, MA, Best Investors lists 114 registered investment advisory firms with 323 offices nearby, managing about $8.89T in combined regulatory AUM across 2,251,222 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 W Townsend

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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