Massachusetts · 4 advisers
Financial Advisors in East Longmeadow, Massachusetts
Looking for a financial advisor in East Longmeadow, Massachusetts? Falists indexes 4 SEC-registered and state-registered investment advisers in East Longmeadow — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $54.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$54.9M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in East Longmeadow
Ranked by AUM · Fees, team & specialties at a glance
BOND FINANCIAL GROUP, INC.
East Longmeadow, MA
AUM
$54.9M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
413-754-4747
MARTIN CAPITAL PLANNING
East Longmeadow, MA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
413-526-6720
RICHARD P. DOLEVA & ASSOCIATES
East Longmeadow, MA
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges; PERCENTAGE OF ASSETS UNDER MANAGEMENT BY SEI
413-525-0151
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Common questions
- How many financial advisors are in East Longmeadow, Massachusetts?
- 4 registered investment advisers are listed in our East Longmeadow directory, sourced from public SEC filings.
- What types of advisors are in East Longmeadow?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in East Longmeadow?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.