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Best financial advisors in Baltic, CT

Registered advisers within 25 miles of Baltic, CT.

Offices
146
Firms
66
Combined AUM
$9.81T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,519,839 clients when Item 5C has a number
Avg / client
$3.89M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
COMPASS ROSE STRATEGIC PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
TUMOLO WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SOUND PORTFOLIO ADVISORS, LLC
JANNEY MONTGOMERY SCOTT LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
CITIZENS SECURITIES, INC.
LANSDOWNE WEALTH MANAGEMENT, LLC

Investors

BRENT CHRISTOPHER EUGENIDES
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
Brian John Cacace
KIM ELIZABETH WAWRZYNOWICZ
Joshua Morton
STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
MARK LEHMAN BOBRUFF
BRITTNI REHG OXENDINE
Nicholas Daniel Tumolo
KENNETH DANIEL TUMOLO
LELAND DAVID WILCOX
JAMES FLOYD CARNEY
Matthew Carney
David Robert Cikatz
Devin S Rajza
ROBERT RUSSELL FRADETTE
ALI ROBERT DABIRI
Mitchell R LaFlam
JENNIFER LYNN EASTBOURNE
JAMES PATRICK CLANCY
BRIAN ANTHONY BISHOP
TREVOR ANDERSON
JOAN MARIE COLEMAN
LISA JANE FRATONI
KRISTINE ELLEN ROBERTS
KATHLEEN ANN MONTANO
ALAN JOSEPH SYLVESTRE
CAROLINE WALL
HEATHER MICHELLE BRISSETTE
MATTHEW HARRISON SPRING
MICHELE JEANNE TRINKS
CLARK JOHNSON STURTEVANT
DANIEL STEPHEN SPRING
Cliff Anderson
RUSSEL WALTON BURGESS
BRYAN A RODGERS
BRYAN JAMES WATTS
THEODORE LEE PARKER
Glenn Albert Hamler
BARRY JOSEPH SALUK
MONTGOMERY CHASE BRADLEY
GARRETT D HOFER
PATRICIA MARIE GRADY
JARED WILLIAM BLOXSOM
MANLY KOJI CHURCH
Matthew David O'Brien
JUSTIN Andrew STAUB
SHANE FRANCIS O'BRIEN
FREDERICK CHARLES LEONARD
Samuel E. Greenfield
Samuel E Kuzu
FREDERICK CHARLES LEONARD
LISA M CAYER
Leah Anne Goldenthal
Raquel Edith Torres
DAVID BRUCE TOPKIN
RODERICK IAIN DUXBURY
MARC LOWE
THEODORE JOHN SCHAAF
ANN LUCY HERRERO
ROBERT C HENDERSON
Reuben Laurence Woods
Joshua Robert Madden
ROBIN ALEXANDRA LAKEY-WHITE

Within 25 miles of Baltic, CT, Best Investors lists 66 registered investment advisory firms with 146 offices nearby, managing about $9.81T in combined regulatory AUM across 2,519,839 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 Baltic

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM