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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

WASHINGTON TRUST ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROFESSIONAL PLANNING GROUP
MML INVESTORS SERVICES, LLC
EDWARD JONES
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
NARROW PATH GUIDANCE, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST FINANCIAL ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NAPATREE CAPITAL LLC
BRADLEY FOSTER & SARGENT INC
ON INVESTMENT MANAGEMENT CO
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

James Maynard
STEPHEN CHARLES POPLASKI
AARON PLEAU WADE
Larry Matthew Henderson
JOHN PAUL BERNIER
TODD JOSEPH WOKOSKE
BRYAN DAVID PITNEY
David Gabriel Aballo
PATRICK JOSEPH CONNELLY
ERIC MATTHEW WILSON
PETER CLEGG WALLACE
CHRISTOPHER GILMAN WALLACE
ANDREA MICHELLE SPIETH
MAURA ROSE LAUDONE
Jesse Lukas Perrault
DANIEL TUCKER FINN
MARK EDWARDS
ERIC VINCENT EDWARDS
YALDEZ ABDEL SAMED
RAYMOND JOHN SERRA
WAYNE ALLAN LAGASSE
RICHIA LYNN ALLEN
Kathleen M Walsh
MATTHEW JOSEPH CUNNINGHAM
PETER BRIAN ROBINSON
Neil Scott Anthes
Thomas Vincent Minuto
GERALDINE BUTERA CUNNINGHAM
AARON MICHAEL SIMMONS
MICHAEL DOMINICK MOSES
MATTHEW RUSSELL LANDON
JEFFREY MICHAEL LIGUORI
RICHARD PAUL BOCCACCIO
Richard A LaSaracina
Stanley Edward Kesilewski
Kevin Michael Agan
Jonas Alina Regondola
Miles Reid Joyner

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