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Best financial advisors in Greenfield, MA

Registered advisers within 25 miles of Greenfield, MA.

Offices
81
Firms
40
Combined AUM
$5.29T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,138,239 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PROSPERITEA PLANNING
ORBIS WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
MONEY CONCEPTS CAPITAL CORP
CLARITY WEALTH MANAGEMENT LLC
WELLINGTON SHIELDS & CO., LLC
OSAIC WEALTH, INC.
EGGZ
COMMONWEALTH FINANCIAL NETWORK

Investors

ANGELA BETH STREETER
Brandon Barrows McFadden
Corinne McFadden
Josephine Fitzgerald Leise
Bradley Donald Baker
JEFFREY CLAYTON BAKER
MERRILL JOSEPH GAGNE
DAVID YOUSEFZADEH
Stephen E Colby
DAVID JAMES DONOGHUE
WENDY SUZANNE CONRAD MARSDEN
David Michael Carnevale
Mari Lynn Fries
Samuel Phillip Plotkin
Nicole Bardin Gorman
STEVE CHONG YOUNG KIM
Amy Watts
Donald Edward Graves
Edward Paul Sabelawski
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
John Lincoln Hirst II
Kevin John O'Neil
SENAIDA NOEMI BAUTISTA
JASON RUSSELL WILBURN
Ellen Purinton
William Robert Purinton
Timothy Gaulin
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
MATTHEW CHARLES RAMON
MICHAEL STEIN
JOHN CHARLES MACDOUGALL

Within 25 miles of Greenfield, MA, Best Investors lists 40 registered investment advisory firms with 81 offices nearby, managing about $5.29T in combined regulatory AUM across 1,138,239 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 Greenfield

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM