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Best financial advisors in Bridgewater, CT

Registered advisers within 25 miles of Bridgewater, CT.

Offices
389
Firms
136
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.60M
2,598,157 clients when Item 5C has a number
Avg / client
$4.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WESTMINSTER FINANCIAL ADVISORY CORP
EQUITABLE ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Ivan Shiffman
KENNETH CHRISTOPHER LINDNER
ROSEMARY BUTLER
Luis A. Abella
William C Greeley
FRANCIS ST AMAND
LOURDES N CARDENAS
DAVID S. LONG
JOHN LANE OBRIEN
MATTHEW CHRISTOPHER SHERMAN
RONALD JOSEPH MOLLES
MICHELLE TROEST MCGUIRE
Robert F O'Donnell
Helen Susan Curtin
MACKENZIE ALEX KUSCH
FREDERICK ANTON LANDWEHR
CHRISTOPHER LOUIS DURSI
Ian Joshua Calle
Richard Sica
Nicholas Centopani
Thomas Shay Cole
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

Within 25 miles of Bridgewater, CT, Best Investors lists 136 registered investment advisory firms with 389 offices nearby, managing about $10.8T in combined regulatory AUM across 2,598,157 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 Bridgewater

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM