Best financial advisors in Bethlehem, CT

Registered advisers within 25 miles of Bethlehem, CT.

Offices

429

Firms

129

Combined AUM

$10.1T

Firm-wide filings, not assets booked only here

Clients

2.63M

2,634,637 clients when Item 5C has a number

Avg / client

$3.84M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

30 POVERTY RD
SOUTHBURY, CT 06488

10.9 miles away

LPL FINANCIAL LLC

100 MAIN STREET NORTH
SOUTHBURY, CT 06488

10.9 miles away

EDWARD JONES

2A MAIN STREET
NEW MILFORD, CT 06776

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

55 MAIN ST
NEW MILFORD, CT 06776

11.1 miles away

LPL FINANCIAL LLC

53 MAIN ST
NEW MILFORD, CT 06776

11.1 miles away

WELLS FARGO CLEARING SERVICES, LLC

229 MAIN ST S
SOUTHBURY, CT 06488

11.1 miles away

SHEHU ASSET MANAGEMENT, LLC

88 RAILSTONE DRIVE
SOUTHBURY, CT 06488

11.1 miles away

LPL FINANCIAL LLC

1 NORTH RIVERSIDE AVE
TERRYVILLE, CT 06786

11.3 miles away

OSAIC INSTITUTIONS, INC.

363 MAIN STREET SOUTH
SOUTHBURY, CT 06488

11.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

56 Danbury Rd Ste 3
Mew Milford, CT 06776

11.5 miles away

LPL FINANCIAL LLC

710 WOLCOTT ROAD
WOLCOTT, CT 06716

11.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

815 WOLCOTT RD
WOLCOTT, CT 06716

11.8 miles away

FARMINGBURY FINANCIAL SERVICES, LLC

724 WOLCOTT ROAD, SUITE 5
WOLCOTT, CT 06716-6155

11.9 miles away

FARMINGBURY FINANCIAL SERVICES, LLC

724 WOLCOTT ROAD P.O. BOX 6155
WOLCOTT, CT 06716

11.9 miles away

BARRON FINANCIAL GROUP, LLP

103 ALBERT STREET
TORRINGTON, CT 06790

11.9 miles away

LPL FINANCIAL LLC

35 PORTER AVENUE, SUITE 2C
NAUGATUCK, CT 06770

LPL FINANCIAL LLC

733 RUBBER AVENUE
NAUGATUCK, CT 06770

J.P. MORGAN SECURITIES LLC

775 MAIN ST S
SOUTHBURY, CT 06488

COMMONWEALTH FINANCIAL NETWORK

1369 Southford Road
Southbury, CT 06488

STATE FARM INVESTMENT MANAGEMENT CORP.

1369 Southford Rd Floor 2
Southbury, CT 06488

Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

SHEHU ASSET MANAGEMENT, LLC

OSAIC INSTITUTIONS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

FARMINGBURY FINANCIAL SERVICES, LLC

BARRON FINANCIAL GROUP, LLP

J.P. MORGAN SECURITIES LLC

COMMONWEALTH FINANCIAL NETWORK

Investors

BENJAMIN AARON EDWARDS

COLIN MATTHEW BREWINGTON

Daniel L Bedard

CHRISTOPHER JOHN TESTA

William C Greeley

LOURDES N CARDENAS

FRANCIS ST AMAND

MORRIS ANTHONY HILTON

SIMON BENJAMIN TARVIN

JUSTIN RODRIGUES

ROSEMARY BUTLER

SANJAYRAJ G KHANNA

KAYLA MARIE WEAVER

AARON SCHROEDER

JOHN EDWARD SEAGRAVE

JAMES ALFRED THIBAULT

SANDRA LYNN THIBAULT

JAMES RICHARD ODONNELL

Gregory Ernest Rufa

LEONARD JAMES MANZ

John Michael D'Agostino

Taylor C Forsberg

Within 25 miles of Bethlehem, CT, Best Investors lists 129 registered investment advisory firms with 429 offices nearby, managing about $10.1T in combined regulatory AUM across 2,634,637 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 Bethlehem

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