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Best financial advisors in West Springfield, MA

Registered advisers within 25 miles of West Springfield, MA.

Offices
378
Firms
127
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,076,051 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

TRUSTMONT ADVISORY GROUP, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDATIONS INVESTMENT ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
ALPHASTAR CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

William Balint
DAVID EDWARD FEDOR
JOHN THOMAS HARTEN
Paul J Menzel
JAMES J SLAWSKI
MARVIN GLEN HALE
Michael James Fairchild
JOHN WILSON ARNOLD
OWEN DAVID FREEMAN-DANIELS
CHRISTOPHER THOMAS CONNELLY
MICHAEL STEVEN MARTIN
JOSEPH SCOTT MALMBORG
MICHAEL P SHEA
STEVEN FREDERICK BRADWAY
RICHARD JOHN PELLETIER
Austin James Porchelli
BRENDA MAY KANTOR
JOHN PAUL LASEK
JOSEPH ERVING RYAN
Samuel Einzig
RAYMOND ANTHONY LUKAS
Cynthia Rose Stewart
ROBERT KIRK MACKEY
Kenneth R Roque

Within 25 miles of West Springfield, MA, Best Investors lists 127 registered investment advisory firms with 378 offices nearby, managing about $12.6T in combined regulatory AUM across 3,076,051 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 West Springfield

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM