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Best financial advisors in Beacon Falls, CT

Registered advisers within 25 miles of Beacon Falls, CT.

Offices
672
Firms
221
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,161 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LIFEMARK SECURITIES CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
SHEHU ASSET MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

BRITTANY NICOLE SQUIRES
JENNIFER ANN Rowland
ANGELO N. PICCOLO
Damian Thomas Prajer
John Mc'Cormack
CYNTHIA ANN GIOVACCHINO
PHILIP JAMES BENSLEY
Robert Joseph Tosetti
KRISTINA DAOUD
NANCY SHERIF DAOUD
ALBERTINE Renee GIBBS
JOSEPH LOUIS FERRY
TIFFANY MARIE LYGA
ANTONIO AMERICO CIOCCA
GREGORY THOMAS CIMMINO
Gregory Ernest Rufa
JAMES RICHARD ODONNELL
Raymond Luis Powell
RAYMOND JOSEPH POWELL
John Michael D'Agostino
JAN WISE
Taylor C Forsberg
MICHAEL CHARLES RILEY
Sam Shehu
Lydia Taft
DAVID ROY BOUFFARD
Shaun W Scott
Coral Edmonds
Adam Swiger
EMILY JEAN SAVAGE
David Lee Burrus
Michael T Goralski
Zachary Thomas Brown
James Terry Wiederholt
Maxwell Gebauer
Althea Mae Mortensen
DANIEL VELAZQUEZ
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO

Within 25 miles of Beacon Falls, CT, Best Investors lists 221 registered investment advisory firms with 672 offices nearby, managing about $16.4T in combined regulatory AUM across 3,148,161 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 Beacon Falls

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