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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

ON INVESTMENT MANAGEMENT CO
AMERIPRISE FINANCIAL SERVICES, LLC
DAKOTA WEALTH, LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BLUESTONE WEALTH MANAGEMENT LLC
AURELIUS FAMILY OFFICE, LLC
MILESTONE FINANCIAL PLANNING, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AFFINITY INVESTMENT GROUP, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
JTD FINANCIAL SERVICES, LLC
BARTLEY FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
WISE PLANNING, INC.

Investors

WILLIAM EDWARD HUSSON
Adam Stone
Kim Elizabeth Castelo
JOSEPH QUINTAL
Casey Creamer
Steven F Creamer
Andrew Joseph Stoller
Nicholas Joseph Brigham
Andrew Scott York
Christine Smith Marcucci
Brendan York
Jake Anthony Hammond
MICHAEL RAYMOND BARRY
CHRISTOPHER M YOUNG
FREDERICK W HADLOW
ELIZABETH JOHNSON CATLIN
CHRISTINE CLINTON-CATLIN
JACOB HARAS ALDEN
MARK ANDREW WITASCHEK
STEVEN LEE JACOBSMEIER
Jonathan Christian Harrington
Garrett J. Climo
Kathryn Elizabeth Wiggins
Cameron Philip Barker
JENNIFER LISE CLIMO
JEAN FULLERTON
DANIEL BENJAMIN KOPPEL
KYLE CHRISTOPHER LABELLE
Cory Michael Sarkisian
Katherine Grace Soucie
Brian Joseph Lampron
SARAH WILLIAMS WHIPPS KENDA
Christopher Harri Conard
Theodore Simon Mulligan
ALFRED ARTHUR GILBERT
DANIEL JOSEPH FRASER
MARIA LOUISE CALLAGHAN
William Forrest Butler
David John Prendergast
Valerie Beth McClendon
Forrest Gilbert Chicoine
John Victor Ecklund
TRAVIS PIERRE LABRIE
SHAWN ANDREW MONTY
JAMES ELLIS CAHN
ARTHUR JOHN MECONI
STEVEN M DALTON
FRANK GUSTAVE DEMAIO
ROBERT CHARLES BARTLEY
Daisia Marie McCrae
LEROY WILLIAM DAVIS
ANDREW DONALD HOLTE

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