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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenfield, MA

Every SEC-registered investment adviser representative at a firm office in Greenfield, with the firms that employ the most of them.

26 registered advisors work in Greenfield; the most are at Edward Jones (6). 0 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Greenfield

FirmAdvisors in Greenfield
Edward Jones news6
Northwestern Mutual Investment Services, LLC4
Compass Planning Associates, Inc.2
LPL Financial LLC news2
Money Concepts Capital Corp.2
Prosperitea Planning2
Ameriprise Financial Services, LLC news1
Bolton Securities Corporation1
Orbis Wealth Management1
Osaic Institutions, Inc. news1
Perigon Wealth Management, LLC1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1
Sweetmoney1

Advisors in Greenfield, A to Z

Search all of Massachusetts →

Other cities in Massachusetts

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Boston 4,092Waltham 519Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79

Questions

How many financial advisors are in Greenfield, MA?

26 investment adviser representatives are registered at firm offices in Greenfield, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Greenfield?

Edward Jones, with 6 registered advisors in Greenfield, followed by Northwestern Mutual Investment Services, LLC with 4.

How do I check a financial advisor in Greenfield?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.