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Best financial advisors in Bridgeport, CT

Registered advisers within 25 miles of Bridgeport, CT.

Offices
1,288
Firms
695
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,835,926 clients when Item 5C has a number
Avg / client
$6.91M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
SOVEREIGN FINANCIAL GROUP, INC.
CONCENTRIC CAPITAL STRATEGIES L.P.
INTEGRA GLOBAL ADVISORS LLC
COUNTERPOINTE INVESTMENT MANAGEMENT LLC
K2/D&S MANAGEMENT CO., L.L.C.
LONGRANGE CAPITAL, L.P.
DWM ASSET MANAGEMENT, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
AIP CAPITAL ADVISORS LLC
CZECH ASSET MANAGEMENT, L.P.
SHELTER GROWTH CAPITAL PARTNERS LLC
TITAN ADVISORS, LLC
WITT LAKE ASSET MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
SANDBROOK CAPITAL MANAGEMENT LP
WARWICK CAPITAL PARTNERS (US) LP

Investors

Taylor C Forsberg
BRITTANY JEAN ROGERS
Caryn J Smith
Clifford Wallach
JOHN CHRISTIAN DADY
CHARLES L. FAILLA
ROSEMARY TAVERNA
DAVID JOSHUA FELDMAN
Thomas Allen Griffore
NICHOLAS DONALD THIEDE
DAVID RUSSELL WREN
Evan Alexander Finkel
CLAUDINE ANTOINETTE SPENCE
RONALD JOHN SCHULER
PAUL JON ACKERLEY
PATRICK J MCSTAY
LENNY CASTAGNA
SCOTT MICHAEL BARTONE
Anthony Vollmer
Kristen Sue Clark
Mohammed Azizur Miah
CHRISTIAN NMN CORATTI
ROBERT FRANCIS CANNON
MICHAEL JAMES LUTHER
RICHARD S BASTIEN
BEAU MATTHEW ROBINETTE
ROGER NMN PARADISO
JULIE ANNE MARIE SAMANIEGO VILLENA
KRISTOPHER RYAN SMITH
William Alfred Carinci
Jacob Edward Moseley
ARI MARK ROSENBAUM
MARK JOSEPH HEBEKA
MARY ERWIN
JAMIE A ZELEM
PATRICK WALKER O'SHAUGHNESSY
Peter Donald Hayes
XIANGYU NMN LAI
ANDREW JOHN DILLON
CHRISTIAN FREDERICK BOINSKE
MAKSIM VLADISLAVOVICH PAPENKOV
Claire McConnell Noel
KELLY ROONEY LAVIN
Euan Mackay
ROHAN MATHEW
Andrea Marie OLoughlin
Kaylee L Wolcott
ANDREW EASTMAN ILES
THOMAS JAMES FARRELL
ANTHONY JORDAN GARBARINO
CHRISTOPHER THOMAS TAKACS
Jai Aditya Padalkar
LUCA VINCENT MASSUCCI
Maxwell Lawrence Pohlman
JOHN EDWARD SHETTERLY
CHRISTOPHER STRATTON LOVELESS
JOSEPH SOUTHERN GIROUX
ERIN MARIE FOLEY
EHREN JONATHAN STANHOPE
DANIEL H NITIUTOMO
EMILY CLAIRE SGAMMATO
Laura Ann Foster
KEVIN Daniel JACOBS
THOMAS PATRICK CANALS
Katherine Morgan Riley
Nicholas Vashishta Bhaskar
HAOQI NMN ZHANG
ABBEY ELIZABETH DUNCAN
Jeffrey Austin Gebauer
LUCAS CAMPBELL SEELY
RYAN L TUFTS
GREGORY CURTIS MANNING
FIONA ALEXANDRA JACKMAN-WARD
JOSEPH GONZALEZ
JOSEMARY GUTIERREZ
JULISSA LOPEZ
Maria L. Blessing
GERI CUICCI
Elliana Dividu
PHILIP EVAN SARAVIS
Edward Pejanovic
ANTONIO HENRIQUE ALVES
GINA MARIE BERT-ZATTO
RICHARD DAVIDSON
George Johnson
ALANA ROSE MCMILLAN

Within 25 miles of Bridgeport, CT, Best Investors lists 695 registered investment advisory firms with 1,288 offices nearby, managing about $19.6T in combined regulatory AUM across 2,835,926 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 Bridgeport

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM