Best financial advisors in Wales, MA

Registered advisers within 25 miles of Wales, MA.

Offices

251

Firms

85

Combined AUM

$10.5T

Firm-wide filings, not assets booked only here

Clients

3.03M

3,031,449 clients when Item 5C has a number

Avg / client

$3.47M

Combined AUM ÷ clients

Nearby offices

OSAIC INSTITUTIONS, INC.

146 MAIN STREET
MONSON, MA 01057

EDWARD JONES

419 MAIN STREET
STURBRIDGE, MA 01566

OSAIC INSTITUTIONS, INC.

74 WEST STAFFORD ROAD
STAFFORD SPRINGS, CT 06076

EDWARD JONES

1448 MAIN ST
PALMER, MA 01069

MCCURDY & ANDREW INVESTMENTS, LLC

212 MAIN STREET
STURBRIDGE, MA 01566

LPL FINANCIAL LLC

200 CHARLTON ROAD, STE B
STURBRIDGE, MA 01566

CETERA INVESTMENT ADVISERS LLC

198 CHARLTON RD SUITE 9
STURBRIDGE, MA 01566

CITIZENS SECURITIES, INC.

100 CHARLTON ROAD
STURBRIDGE, MA 01566

10.2 miles away

CETERA INVESTMENT ADVISERS LLC

3 CRANE PARK DRIVE
WILBRAHAM, MA 01095

10.9 miles away

LPL FINANCIAL LLC

612 MAIN STREET
SOMERS, CT 06071

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

14 PERRIN ROAD
WOODSTOCK, CT 06281-2714

12.2 miles away

BEAULIEU & ASSOCIATES, LLC

48 SOUTH ROAD UNIT 15
SOMERS, CT 06071

12.3 miles away

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

48 South Rd Unit 2
Somers, CT 06071

12.3 miles away

PROSPERA FINANCIAL SERVICES, INC.

70 Post Office Park Suite 7004
Wilbraham, MA 01095

12.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

95 Postoffice Park Ste. 9503
Wilbraham, MA 01095

12.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

95 Post Office Park
Wilbraham, MA 01095

12.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

75 Post Office Park Ste 5
WILBRAHAM, MA 01095

12.4 miles away

LPL FINANCIAL LLC

85 POST OFFICE PARK, STE. 8525
WILBRAHAM, MA 01095

12.4 miles away

COMMONWEALTH FINANCIAL NETWORK

1 TINKHAM GLEN
WILBRAHAM, MA 01095

12.5 miles away

LPL FINANCIAL LLC

350 PALMER RD SUITE 100
WARE, MA 01082

12.5 miles away

Firms

OSAIC INSTITUTIONS, INC.

MCCURDY & ANDREW INVESTMENTS, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

CITIZENS SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

BEAULIEU & ASSOCIATES, LLC

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

PROSPERA FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Investors

PAUL RICHARD VEGIARD

ROBERT HAMILTON ELLSWORTH

DENNIS ADOLPHE MCCURDY

Lindsey D Andrew

CHRISTOPHER J MALLON

KEVIN C OUTLAND

JOHN THOMAS JAWOR

James Patrick McNamara

AMY HILDA Kiley

Michael James Halloran

Christopher O'Connor

JEFFREY ANDREWS WHYTE

Marilyn Gay Zarkos

HYMAN NOAH GLASMAN

JOHN PAUL BERNIER

JAMES JOEL BEAULIEU

Gabriella Chantal Ahern

WILLLIAM JOSEPH MCCLOSKEY

Carol Ann Scatolini

Kathleen Elizabeth Pumilia

DAVID JOHN HAVICAN

MARK DEAN BRANNIGAN

DANIELLE MARIE ACCARDI

DAMON J ACCARDI

JOSEPH NICHOLAS ACCARDI

JOHN EDWARD MOORE

DAVID MICHAEL RICCI

Within 25 miles of Wales, MA, Best Investors lists 85 registered investment advisory firms with 251 offices nearby, managing about $10.5T in combined regulatory AUM across 3,031,449 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 Wales

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