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Best financial advisors in Greenfield, NH

Registered advisers within 25 miles of Greenfield, NH.

Offices
242
Firms
100
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,683,908 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ORBIS WEALTH MANAGEMENT
RBC CAPITAL MARKETS, LLC
GROVE STREET FIDUCIARY, LLC
CITIZENS SECURITIES, INC.
AMHERST FINANCIAL GROUP, LLC
COPPELL ADVISORY SOLUTIONS LLC
KEEL POINT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

James Francis Long
Joshua James Nero
Miranda K Bertram
MICHEAL THOMAS WHITE
Thomas OMalley
JOSEPH DOUGLAS DURELL
Thomas Frazier
Jacqueline Lundsted-Lyons
ANNA MARIE HIGHTER
Sara McDonough
CARL AMOS JOHNSON
HAZEL ELIZABETH GROLLJAHN
Brian Keith Hall
Ashley Mae Concha Vera
Jerica Nicole Wilkins
Stanley Greene
Erin M Bacon
Galen Van Doren Nichols
TODD MICHAEL FISCHER
Brian L Burbach
Lisa S Madsen
Ronald A Troie
Marc David Chareth
Donald Trent Blalock
BRIAN THOMAS HOWLETT
ROBERT GORDON ELLIS
Logan B Pettus
Kimberlee Faith Hemmer
JASON M CILLO
TODD HOWARD LEO
CHRISTOPHER DRAKE MOORE
TIMOTHY FREDERICK MULLIN
JONATHAN JAY EDWARDS
Jason James Nero
Alex Joseph Petit
Elisabeth Margaret Larson
Peter Thomas Ackerson
Gregg Tisdale Flegal

Within 25 miles of Greenfield, NH, Best Investors lists 100 registered investment advisory firms with 242 offices nearby, managing about $11.9T in combined regulatory AUM across 2,683,908 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 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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM