Pinney & Scofield, Inc.
SEC RegisteredBuilding long-term relationships with long-term investors
About the firm
Pinney & Scofield is a team of fee-only financial advisors and fiduciaries with over 60 years combined experience. For over 40 years, the firm has helped individuals and families plan for their futures and achieve their most important financial goals through combined services of financial planning and portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and portfolio management, including developing personalized financial plans, savings strategies for goals such as college funding and retirement, and managing fully diversified portfolios of index-style mutual funds with active monitoring and rebalancing.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 74 | $36M |
| High Net Worth Individuals | 221 | $823M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pinney & Scofield, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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