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Best financial advisors in Bethel, CT

Registered advisers within 25 miles of Bethel, CT.

Offices
990
Firms
526
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,832,620 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
SALZMAN FINANCIAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
MITTLER & MERCALDO INVESTMENT ADVISORS
MML INVESTORS SERVICES, LLC
MATSON FINANCIAL ADVISORS, INC.
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC

Investors

WILLIAM JAMES CASO
Gary Avidon
CHRISTOPHER THOMAS TAYLOR
Daniel P Lariccia
GRANT HARTMAN ULRICK
ANTONIO SEBASTIAN DISPENSA
ANTHONY J MERCALDO
JOANNE AMOROSI
TIMOTHY DAVID O'CONNELL
Benjamin Martin Dubinski
PETER J HALL
Zachary Czaplicki
MICHAEL JOHN MATSON
AUDREY KAY HIMEBAUGH
Kyle Matson
LYNN CAROL DILLEY
GEORGE SCHOTT
Brian Tabanski
JOSEPH HENRY KABULIS
CAROL UPTON CRAIN
RALPH FRANCIS SGAMMATO
Sandi Richards Forman
CHARLES GERALD HICKEY
JAMES T CLIFFORD
GREGORY LYDELL ASHE
MICHAEL JOHN CSONTOS
THOMAS JOEL LOFTIN
WILLIAM JOHN MITCHELL
CHRISTOPHER J HOWARD
SCOTT SEBASTIAN MITCHELL
FRANK JOSEPH GAVEL
Peter Mars Arnold
CHARLES DICK MEADE
KENNETH LAWRENCE HANDWERKER
Jeffrey Meade
MICHAEL ANTHONY BAPTISTE
NICOLE A TUROSKY
HOWARD ALAN SCHACHTER
JUSTIN T GETTS
Thomas Shay Cole

Within 25 miles of Bethel, CT, Best Investors lists 526 registered investment advisory firms with 990 offices nearby, managing about $17.1T in combined regulatory AUM across 2,832,620 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 Bethel

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM