Best Investors Account Sign in

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

RBC CAPITAL MARKETS, LLC
SARATOGA INVESTMENT SOLUTIONS INC.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
ASCENT WEALTH PARTNERS, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
TAILORED WEALTH SOLUTIONS
KING WEALTH MANAGEMENT GROUP, LLC
WPM WEALTH ADVISORS LLC
MORGAN STANLEY
BOUCHEY FINANCIAL GROUP LTD
LPL FINANCIAL LLC
EDWARD JONES
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
ROCKEFELLER FINANCIAL LLC
CERITY PARTNERS LLC

Investors

Olivia Lee Wood
CYNTHIA ELIZABETH ZALEWSKY
BONNIE MARIE BOYCE
JEFFREY CHARLES VAHANIAN
CAMERON VICTORIA CORSI
Cory Matthew Larmour
ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER
STEPHEN SHEA BASILE
SHAWN RYAN NASH
JOSEPH WILLIAM ARENA
MARK JOSEPH LANDAU
KYLE PATRICK WEBBER
LUIS ENRIQUE SERVELLON
ROSS PAUL BRUNER
CHARLES THOMAS HOWARD
JOSHUA TYLER GILBERT
Pierre Duchmann
Jack Napoli Talarico
JAMES EDWARD RUTHERFORD
LAMBERT CADWALADER BUNKER
ANDREW CHARLES HOWARD
Benjamin Christian Gerald
MONTY Leon MCCURLEY
ANTHONY F SPENCER
STEPHEN HOWARD LULLA
MICHAEL J KULINSKI
Nicolas Robert Carbone
MICHAEL ROSARIO TESTA
John Joseph Papielion
JAMES ROSCOE DURKEE
DANIEL PAUL GALE
PATRICIA MARIE WALTON
KENNETH JORMA TERPENING
JANE MARIE QUINN
JOLYN CONWAY SWEET
Sean Bradley Moynahan
NATHANIEL JAN KING
MICHELE MARIE MARTIN
Manuel NMN Choy
SANDY SAU FAN MOI
WILLIAM PAUL GAMELLO
NICHOLAS JOSEPH DEMARTINO
JULIA MARY MCCURDY
LORRAINE ANN LACZKO
RICHARD ALLEN WHITE
GAIL HELENE DISTEFANO
MARK S PIERRE
RICHARD F WHITE
JOSEPH K BRADY
Martha Kristina Cordo
Stacy Evalyn Akaka
Zachary Michael Zaloga
Ashley Pierre
REGAN MICHAEL DELANCEY
Marissa M Garza
DAVID LOWELL CUMMING
STEPHEN PREFONTAINE AGUGLIA
JOHN CODY MOORE
JAMES THOMAS WHALEN III
Matthew S Waskiewicz
John M LaMarco
JOHN A PETTICA
H MICHAEL OKBY
DANIEL D MOERSCHELL
WAYNE STEVENS
Nicholas V Forkeutis
Paolo Christopher LaPietra
THOMAS FRANCIS NILES
STEPHEN PATRICK CARLETON
SAMANTHA BRIANNE MASEY
William A Rauch
MICHELE ANNE TELLSTONE
PATRICK JOSEPH YOUNIS
BRENTON WESLEY SMITH
ANDREW JOHN PALLAS
CORY LEE LAIRD
Hayden Thomas LaBelle
JASON KEITH MACGREGOR
CHARLES WILLIAM JUDGE
JONATHAN FRANCIS LOECK
JENNA E. POTTER
ERIK DAVID RAYNO
THOMAS MICHAEL MURPHY
COURTNEY KATE KRISANDA
LAURA BETH CARROLL
JOHN D FLAVIN
ANNA KATHLEEN MILLEA
MICHAEL P. ZIELENSKI
TIMOTHY P LATCHFORD
CHRISTOPHER JERALD WILLIAM THERRIEN
DANIEL PATRICK MCCORMACK
RYAN MARSCHNER GRONOSTAJ
KATRINA M Taylor
DANIEL C BUFF
LUKE ABRAHAM BOUGHTON
ANDREW J ARMSTRONG
EILEEN ANN LAPANN
KURT JOSEF HEISS
CHRISTOPHER E SUTTON
ELAINE MARIE POWELL
AL PALKOVICH
STEVEN JOHN CELESTE
Christopher Glenn Knight
BRIAN CONAN CUNEO
JEFFREY JAMES POLLARD
MICHAEL JOSEPH GIACCO
KEITH JOSEPH BERNARD
MICHELLE LYNN MATAN
RAYMOND CLARK HOILES BRYAN
KEELYE MAE ST. JOHN
PAUL MARQUES FERNANDES
KELLYANN RISLER
Mitchell William Fanning
BRIAN STEPHEN FERRARO
Matthew Ryan Gallup
CALE Leonard VAN BUREN
JEFFREY MICHAEL CAMPITO
ELAINE MARIE SILLERY
CARISSA L. MORGANSTEIN
LAWRENCE LAROSE
Keven John Donohue
NICHOLAS MATTHEW PETERS
Bernard Nicholas McCall
Mikayla Christine Brunell
DEDRA BRUST
Antonio Quezada
CHRISTOPHER PAUL MADIA
LUKE JOHN SADDLEMIRE
NICHOLAS ANTHONY COLANGELO
CHRISTINA MARIE FERGUSON
CARLEE KAITLYN LUCIANO
Jacqueline Bodmer Huerter
ARMANDO POSADA
KEVIN FRANCIS HINES
SHAYN Richard FOLEY
ROBERT M SIRI
KELLY MARIE RUECKERT
Shannon M Graziano

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