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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

J.P. MORGAN SECURITIES LLC
OPPENHEIMER & CO. INC.
BOLTON SECURITIES CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
INTEGRATED WEALTH CONCEPTS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
108 BIOCAPITAL GROWTH FUND, LP
B.P. WALSH AND CO., LLC
KEY INVESTMENT SERVICES LLC
THE DOWLING GROUP WEALTH MANAGEMENT
MIDNIGHT OIL COLLECTIVE INC.
EDWARD JONES
WORRELL ADVISORY SERVICES

Investors

Matthew J. Clarke
Edward Wess
ALAN JOSHUA SOKOL
Shane Edmond
JOSHUA Michael ZELEM
Zachary Lee Racow
GEORGE KOSTAS STAMBOULOGLOU
CHERYL SMITH
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
LUCAS ANDREW MAINIERO
PETER RICHARD HALL
JONATHAN PAUL FUCCI
JOSEPH MICHAEL DOWLING
SEAN MICHAEL DOWLING
WILLIAM EDWARD SMITH
KEITH MICHAEL ELIS
David Edwin Laughran
Stuart Wechsler
Michael Wray
Erick Koparan Roche
Gregory L Satriale
Jonathan J. Urbina
Anna Soave
Brandon Curtis
ROBERT JOHN WORRELL
MARGARET ROSE SEABROOKE

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