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Best financial advisors in Greenwood, NY

Registered advisers within 25 miles of Greenwood, NY.

Offices
6
Firms
4
Combined AUM
$1.52T
Firm-wide filings, not assets booked only here
Clients
311K
310,729 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Raymond Auman
Nicholas Kelley
Thomas F Beers
Edward Kenneth Penner
MATTHEW ADAM STROUP
SHAWN FLINT DERRICK
GERALYN MARIE GOUGH
Deborah Catherine Jackson

Within 25 miles of Greenwood, NY, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $1.52T in combined regulatory AUM across 310,729 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 Greenwood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM