Best financial advisors in Woronoco, MA

Registered advisers within 25 miles of Woronoco, MA.

Offices

263

Firms

84

Combined AUM

$11.3T

Firm-wide filings, not assets booked only here

Clients

2.07M

2,071,474 clients when Item 5C has a number

Avg / client

$5.44M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

131 WAYSIDE AVENUE
WEST SPRINGFIELD, MA 01089

KEY INVESTMENT SERVICES LLC

5 North Westfield Street
Feeding Hills, MA 01030

KEY INVESTMENT SERVICES LLC

1063 Riverdale Street
West Springfield, MA 01089

EDWARD JONES

THE MILL 180 BUILDING 180 PLEASANT ST SUITE 212
EASTHAMPTON, MA 01027

11.1 miles away

CAPITAL ANALYSTS

1325 Springfield Street Suite 15A
Feeding Hills, MA 01030

11.1 miles away

COMMONWEALTH FINANCIAL NETWORK

1252 ELM STREET SUITE 11
WEST SPRINGFIELD, MA 01089

11.2 miles away

LPL FINANCIAL LLC

1252 ELM STREET SUITE 7
WEST SPRINGFIELD, MA 01089

11.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

40 LINCOLN ST
HOLYOKE, MA 01040

11.3 miles away

MONEY CONCEPTS CAPITAL CORP

1111 ELM ST STE 24
WEST SPRINGFIELD, MA 01089

11.3 miles away

CETERA INVESTMENT ADVISERS LLC

1111 ELM ST. SUITE 16A
WEST SPRINGIELD, MA 01089

11.3 miles away

OSAIC WEALTH, INC.

1126 ELM ST.
WEST SPRINGFIELD, MA 01089

11.3 miles away

EDWARD JONES

202 South Westfield Street
FEEDING HILLS, MA 01030

11.4 miles away

LPL FINANCIAL LLC

959 SPRINGFIELD STREET
FEEDING HILLS, MA 01030

11.5 miles away

KESTRA ADVISORY SERVICES, LLC

37 Elm St
West Springfield, MA 01089

11.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

333 Elm Street Suite 200
West Springfield, MA 01089

11.6 miles away

KESTRA ADVISORY SERVICES, LLC

76 Dwight St.
CHICOPEE, MA 01013

11.6 miles away

COMMONWEALTH FINANCIAL NETWORK

164 Race Street Suite 105
Holyoke, MA 01040

11.8 miles away

LPL FINANCIAL LLC

110 ELM ST
WEST SPRINGFIELD, MA 01089

11.9 miles away

LPL FINANCIAL LLC

710 GRATTAN STREET
CHICOPEE, MA 01020

11.9 miles away

FOUNDATIONS INVESTMENT ADVISORS LLC

181 Park Avenue Suite 4
West Springfield, MA 01089

Firms

COMMONWEALTH FINANCIAL NETWORK

KEY INVESTMENT SERVICES LLC

CAPITAL ANALYSTS

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MONEY CONCEPTS CAPITAL CORP

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

KESTRA ADVISORY SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

JOSEPH SCOTT MALMBORG

Vincent Robert Fortini

Michael James Fairchild

Michael Stanley Markiewicz

Eric M Markiewicz

DALE MARIE BREAULT

DAVID EDWARD FEDOR

JOHN THOMAS HARTEN

ANNE COPELAND SCOTT

JAMES J SLAWSKI

MARVIN GLEN HALE

Douglas S McIntosh

Robert Cyril Oliver

JACK EDWARD VADNAIS

JOHN WILSON ARNOLD

OWEN DAVID FREEMAN-DANIELS

CHRISTOPHER THOMAS CONNELLY

MICHAEL STEVEN MARTIN

JOSEPH ERVING RYAN

MARK JOSEPH ZRAUNIG

STEVEN FREDERICK BRADWAY

CAROLE ELIZABETH BOLDUC

RICHARD JOHN PELLETIER

Austin James Porchelli

Within 25 miles of Woronoco, MA, Best Investors lists 84 registered investment advisory firms with 263 offices nearby, managing about $11.3T in combined regulatory AUM across 2,071,474 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 Woronoco

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