Best Investors Account Sign in

Best financial advisors in Bloomfield, CT

Registered advisers within 25 miles of Bloomfield, CT.

Offices
704
Firms
228
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,156,880 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
IBN FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
CREATIVE FUNDING CORPORATION
PFS INVESTMENTS INC.
CIGNA INVESTMENTS, INC.
LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
FIDUCIENT ADVISORS LLC
METRIC FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

CURTISS RAY SMITH
PAUL RICHARD HIMMELSTEIN
JENNA RACHEL FIORE
RICHARD ANDRE QUIRION
HARVEY DAVID SILVERMAN
MARY CYNTHIA MATTKE
STEVEN ELIOT HYMAN
RICARDO ROBERT DOSTIE, JR
KRISTOPHER PAUL PERUCCIO
HOWARD B ROSENBLATT
Martin Doyle McMahon
Daniel Gilligan
Monica L Forbes
Peter Mowry
Akira Sato
damian a kusnierz
Michael Gothers
Michael Dennis McGrath
SOFIA DUMANSKY
ELI COHEN BURROWS
Anthony Easton Grant
JENILEE FRANCES WIRTZ
ANINDITA MOHANTY
JOSEPH ANTHONY DIOGOSTINE
MICHAEL JOHN CHASE
TYLER B POLK
CHRISTOPHER FRANCIS KACHMAR
DEVON COYLE FRANCIS
KAREN ROSE PAULSON
ANTHONY JOHN TRANGHESE
MATTHEW TYSON SMITH
ROBERT HUNTER LOWRY
RICHARD ANDREW CAREY
JEFFREY JULES CAPONE
ANDREW BORIS SALAK
MATTHEW JAMES KAMINSKI
RYAN THOMAS GARDNER
KATHRYN JANE PIZZI
Timothy David Patterson
BRIAN MICHAEL DOWD
TIMOTHY MEAD BAKER
Stephanie Lauren Field
LEIGH EDWARD KING
ALLISON BARBARA BECKER
LINDA ELDRIDGE TARBOX
MARK RICHARD JONES
Michael T Goralski

Within 25 miles of Bloomfield, CT, Best Investors lists 228 registered investment advisory firms with 704 offices nearby, managing about $16.2T in combined regulatory AUM across 3,156,880 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 Bloomfield

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