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Best financial advisors in Greenfield, NY

Registered advisers within 25 miles of Greenfield, NY.

Offices
181
Firms
79
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,032,730 clients when Item 5C has a number
Avg / client
$3.94M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTHPRO, LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PEAK WEALTH MANAGEMENT
MCNEILL CAPITAL, LLC
SHADE TREE ADVISORS LLC
CRESCENT HILL PARTNERS LLC
KERSHNER, GROSSO & CO.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SAGE HILL ADVISORY AND MANAGEMENT LLC
CONTINUUM WEALTH ADVISORS, LLC
STERLING MANOR FINANCIAL, LLC
NYE STREET PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

NEAL JAY SOLOMON
LAURA DONOVAN
PAUL MICHAEL KOWALSKI
RANDOLPH JOSEPH ALTAVILLA
Ann Edsforth
Maureen T Parker
Edward Joseph Budd
RACHEL LEIGH ARATA
HARRISON XU
NICHOLAS LYLE ROSEBROOK
SAMANTHA R THOMAS
James Thomas Cox
ADAM DAVID MC NEILL
SHON IVAN MCLAIN
STEPHEN MICHAEL CUTTING-MILLER
Ryan Patrick McLaughlin
AMY SUE SEAGROATT
THOMAS A BURKE
MATTHEW THOMAS LAWSON
JESSE OAK GEORGE
ADRIENNE MARIE KNAPP
KEITH R. EGBERT
KYLE PAUL BONI
John Gordon McCarthy
ABIGAIL P RAFFERTY
MARK CRAWFORD JENSEN
Madeline Grace Johnson
DANIEL LOVAGLIO
ZACHARY SCALA
Joshua Hipwell
BRIDGET HORAN
MATTHEW TODD SALISBURY
ANDREI A BELOV
Thomas Hogan
AMANDA ELISABETH PIERCE
RAYMOND NMN MARTIN
LAWRENCE JAY AGLER
ANDREA MARIE PEASE
TIMOTHY PETER FONTAINE
Craig Gilbert Cornwell
Todd Courtney Macejka
DAVID JONATHAN RATH
JENNIFER LINDSAY HENRY
Patrick William Kalish
ANDREW HEUSS
Benjamin Michael Guerin
TIMOTHY MICHAEL SMITH
ADAM FLETCHER DOIG
JAMES WILLIAM FLANAGAN
STEPHEN MATTHEW KYNE
Nicholas James Schultz
Matthew Oakley Moore
Heather Fox
JACQUELINE M Sheffer
JAMIE D ZAMANI
ERIN MARGARET SANTSPREE
LISA L SANTOS
MAUREEN K HULBERT
ANDREW KENNETH PLEAT
MARY THERESA GAVIN
ERIC BRIAN WILLIAMS
Adam Swartz
THOMAS P MCCORMICK
SALVATORE JOSEPH ROMANO
Brad F Wagner
Stephen Joseph Rosamino
Armando J Spring
D LEE MILLER
Shannon M Graziano
TIMOTHY TODD KATUSHA
ANDREW MICHAEL CHAPMAN
ROBERT MICHAEL SCHERMERHORN
AMANDA FRIEDMAN
DANIELLE LYNN CEFALU
JOHN DENNIS CARROLL
BENJAMIN JAY CHUCKROW
ROGER HARRIS SAKS
Thomas Biesemeyer

Within 25 miles of Greenfield, NY, Best Investors lists 79 registered investment advisory firms with 181 offices nearby, managing about $11.9T in combined regulatory AUM across 3,032,730 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM