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Best financial advisors in Greene, NY

Registered advisers within 25 miles of Greene, NY.

Offices
62
Firms
28
Combined AUM
$8.09T
Firm-wide filings, not assets booked only here
Clients
1.15M
1,148,179 clients when Item 5C has a number
Avg / client
$7.05M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
ADVISORY SOLUTIONS GROUP
NBT CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
&PARTNERS
THE ROBERT J. WILKES PLANNING FORUM
WELLS FARGO CLEARING SERVICES, LLC
TRG CAPITAL MANAGEMENT, INC.
S.E.E.D. PLANNING GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Kevin Lee Cooper
JAMES J ROLLO
Justin Michael Sisenstein
LOUIS ANTHONY GUZZETTA
Matthew Conlon
Michael P Reksc
RENEE ROBIN REKSC
JOANNE LOIS DIEHL
GREGORY PAUL DIEHL
ROBERT MARTIN CAREY
EVAN HUDSON WALKER
ALICE MARGARET WEIR
BRIAN ANTHONY VOSS
Timothy R Guinn
PETER VAIL SMITH
Matthew Feldman
Margaret Christine Cubic McMicken
Matthew Kistner
GREGORY LEE LAMONICA
PETER N DERENSIS
MARCI RIDDELL
DOMINIC FRANCIS SHEA
ROSE ANN SMITH
ROBERT JAMES WILKES
ANNETTE LOUISE CONNORS
NORMAN CURTIS BUTTON
CYNTHIA MARIE STOGRAN
KEVIN MICHAEL COUGHLIN
CHRISTOPHER MICHAEL CURRY
JOSEPH MICHAEL CHESNA
GRADY KANE COUGHLIN
MARK WILLIAM SAROKA
GEORGE JOHN GERNER
KEVIN JAMES DUKE
DANIEL KAIN
Caitlyn Urgiles
ADEEB CHOWDHURY
KERSTIN MARIE DRISCOLL-WITT
TRAVIS ED MAUS
Tyler Sherven
Jamie Shelton
HANNAH EVA BURCHELL
Jacob Andrew Martin
Quinlan Thomas Ingraham
Nicholas Anthony Ippolito
BRADLEY SCOTT EATON
JEFFREY PAUL CHASE
JESSICA RUTH BLAKE
Alex James Ierardi
AMY LYNN SMITH

Within 25 miles of Greene, NY, Best Investors lists 28 registered investment advisory firms with 62 offices nearby, managing about $8.09T in combined regulatory AUM across 1,148,179 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 Greene

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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