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Best financial advisors in Athol, NY

Registered advisers within 25 miles of Athol, NY.

Offices
31
Firms
13
Combined AUM
$5.63T
Firm-wide filings, not assets booked only here
Clients
929K
929,191 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
TD PRIVATE CLIENT WEALTH LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

John Martin Gable
TIMOTHY JOSEPH FORMAN
ROBERT ANTHONY RICCIARDELLI
DALE LEWIS MULLIN
TODD KELVIN NEIL
CONOR F.P. BOYD
MATTHEW LUTTON BEEBE
MAXWELL LUTTON BEEBE
Patrick Daniel Mylod
BRANDON THOMAS CRIST
CHRISTOPHER WILLIAM SKINNER
Christopher James Nelson
Paula A Traina
KATHERINE BATES HOROWITZ
Carlo R.A. Cedrone
NATHAN LAFRANCE
SEAN MICHAEL AKINS
Amanda Noel Cedrone
SEAN BERGER
Jonathan Daniel Danise
Clayton Wilhelm
DAVID FREDERICK BROWN
NICHOLAS TAYLOR
NICHOLAS GEORGE TAYLOR
MICHAEL CHRISTOPHER SEELEY
ADAM E. PEARSALL
MELISSA BATTISTE
MICHAEL JOHN HEALY

Within 25 miles of Athol, NY, Best Investors lists 13 registered investment advisory firms with 31 offices nearby, managing about $5.63T in combined regulatory AUM across 929,191 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 Athol

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM