Best financial advisors in Bantam, CT

Registered advisers within 25 miles of Bantam, CT.

Offices

293

Firms

104

Combined AUM

$9.76T

Firm-wide filings, not assets booked only here

Clients

2.60M

2,596,934 clients when Item 5C has a number

Avg / client

$3.76M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

1369 Southford Rd Floor 2
Southbury, CT 06488

18.6 miles away

LPL FINANCIAL LLC

733 RUBBER AVENUE
NAUGATUCK, CT 06770

18.7 miles away

INDEPENDENT FINANCIAL GROUP, LLC

10 STATION PL.
NORFOLK, CT 06058

18.8 miles away

LPL FINANCIAL LLC

364 REIDVILLE DR
WATERBURY, CT 06705

18.9 miles away

LPL FINANCIAL LLC

410 REIDVILLE DRIVE
WATERBURY, CT 06705

18.9 miles away

MAIN STREET RESEARCH LLC

342 MAIN STREET
LAKEVILLE, CT 06039

18.9 miles away

CETERA INVESTMENT ADVISERS LLC

101 RIVER RD 2ND FL
COLLINSVILLE, CT 06019

19.1 miles away

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

210 RED STONE HILL ROAD SUITE 5
BRISTOL, CT 06010

19.1 miles away

KESTRA ADVISORY SERVICES, LLC

Two Pomperaug Office Park Suite 301
Southbury, CT 06488

19.1 miles away

LPL FINANCIAL LLC

91 SCHRAFFTS DR
WATERBURY, CT 06705

19.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

101 Church Ave
Bristol, CT 06010

19.2 miles away

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

37 Cross Creek Lane
Unionville, CT 06085

19.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

333 CHURCH STREET
NAUGATUCK, CT 06770

19.3 miles away

LPL FINANCIAL LLC

333 CHURCH ST 3RD FLOOR
NAUGATUCK, CT 06770

19.3 miles away

LIFEMARK SECURITIES CORP.

327 CHURCH STREET
NAUGATUCK, CT 06770

19.4 miles away

FISCAL WISDOM WEALTH MANAGEMENT LLC

61 MAPLE AVENUE
CANTON, CT 06019

19.5 miles away

CHADWICK FINANCIAL ADVISORS, LLC

61 MAPLE AVE.
CANTON, CT 06019

19.5 miles away

KENNEDY WEALTH & TAX MANAGEMENT, LLC

1 POMPERAUG OFFICE PARK SUITE 307
SOUTHBURY, CT 06488

19.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

73 Meadow Street
Naugatuck, CT 06770

19.5 miles away

OSAIC INSTITUTIONS, INC.

87 CHURCH STREET
NAUGATUCK, CT 06770

19.6 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL GROUP, LLC

MAIN STREET RESEARCH LLC

CETERA INVESTMENT ADVISERS LLC

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

KESTRA ADVISORY SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LIFEMARK SECURITIES CORP.

FISCAL WISDOM WEALTH MANAGEMENT LLC

CHADWICK FINANCIAL ADVISORS, LLC

KENNEDY WEALTH & TAX MANAGEMENT, LLC

OSAIC INSTITUTIONS, INC.

Investors

Taylor C Forsberg

Gregory Ernest Rufa

WILLIAM GEORGE DOBBINS

PATRICK WILLIAM NAUGHTON

STEFANO PAUL CACCIOLA

HENRIQUE CATALDI

Michael John Sondag

JAMES EDMUND DEMMERT

Jacob Lionel Margo

AARON MICHAEL STERN

BENJAMIN B ARMELLINI

Stephanie Hawk Andersen

Natalie Elaine McMahon

Roman Tyler LeFebure

Jacob Adam Swartz

Elizabeth Irene Baldassari

LILY NICOLE TAFT

Peter A Fiorita

Alexandra Mary Rooney

JOANNE DE PALMA

KRISTINA WADMAN OSWALD

TAMMY KELLY DeFelice

BIANCA MICHELLE NOISEUX

JOSEPH ELZIE GOSS

Sondra Ilene Ziegler

John Michael Poitras

RICHARD JOSEPH KNUDSEN

STEVEN F MINNINGER

CHRISTOPHER R. TORRES-GILBES

ADAM THOMAS DRINKWATER

Morgan Nichole Marx

Daphne Lynn Roberson

MATTHEW THOMAS SWEENEY

MICHAEL JOSEPH CHARLETON

JAMES MICHAEL TUOHEY

THOMAS C. PARON

Patricia Gugliotti

WILLIAM ROBERT MICARI

Joseph Christian Marich

TIFFANY MARIE LYGA

ANTONIO AMERICO CIOCCA

GREGORY THOMAS CIMMINO

JOSEPH LOUIS FERRY

RENEE EVA AMOCHAEV

ALEXANDER BERND OVERKAMP

RICHARD ALLEN BEAN

DANIEL A. ROBERTS

MICHAEL EDWARD CHADWICK

TRAVIS MASAICHI TAZAWA

MICHAEL ALFONSE BARATTA

BENJAMIN GRAHAM STILLE

KEVIN ANDREW KENNEDY

John Mc'Cormack

JENNIFER ANN Rowland

ANGELO N. PICCOLO

Within 25 miles of Bantam, CT, Best Investors lists 104 registered investment advisory firms with 293 offices nearby, managing about $9.76T in combined regulatory AUM across 2,596,934 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 Bantam

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM