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Best financial advisors in Avon, CT

Registered advisers within 25 miles of Avon, CT.

Offices
690
Firms
228
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,172,689 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
TITTMANN & RUSCH, LLC
CRIONNA WEALTH LLC
SOUND INCOME STRATEGIES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
SPIVAK ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
MILESTONE ASSET MANAGEMENT GROUP, LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Max Solomon Leopold
NICHOLAS WEILER
Joseph Richard Frissora
RICHARD A BACHAND
DAVID RICHARD RUSCH
PETER CHRISTOPHER TITTMANN
MORRIS ARMSTRONG
DANIEL ROBERT MORONEY
Jeffrey Scott Russitano
Agnieszka Valenta
ADAM ANGIBEAU
JOHN MICHAEL PROVINSAL
SUSAN M DAVIES
KEVIN BARRY REGAN
Gregg Philip Desmarais
Brett Thomas Bartkiewicz
THOMAS WALKER PRINGLE
CRAIG FREDERICK BUHRENDORF
STEVEN OWEN TRIPP
ANTHONY JOHN BRAICO
LARRY JAY EPSTEIN
ERIC CLARK HUTCHINSON
WILLIAM JOSEPH RICHARDSON
CURT ROBERT CHRISTENSEN
ERIC J SCHULMAN
Phillip Rodowicz
Heitor Caballero
Halima Sadiya Adam dabre
JAY STUART SPIVAK
Latifa Kolarevic
David Ivanoudis
DANIELLE ELANDRA BARBATO
MICHAEL V MEZHERITSKIY
Richard C LoPresti
ADAM BENJAMIN KALENDER
COLE WOLKNER
DAVID J GILLARD
SCOTT R KIEPER
Avery Scott Barlow
JASON JAMES WARNKE
Thomas J Turon

Within 25 miles of Avon, CT, Best Investors lists 228 registered investment advisory firms with 690 offices nearby, managing about $16.5T in combined regulatory AUM across 3,172,689 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 Avon

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM