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Best financial advisors in Broad Brook, CT

Registered advisers within 25 miles of Broad Brook, CT.

Offices
665
Firms
219
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,147,319 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

WPG ADVISORY GROUP, LLC
PASCO ADVISORS, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
BUTLER & CO., INC.
SOUND INCOME STRATEGIES, LLC
ALPHASTAR CAPITAL MANAGEMENT
FINANCIAL ADVANTAGE ADVISORS CO.
FINANCIAL ANSWERS, LLC
MONEY CONCEPTS CAPITAL CORP
INTEGRATED WEALTH CONCEPTS LLC
OSAIC INSTITUTIONS, INC.
STRATEGIC FINANCIAL, LLC

Investors

MARY ANN DEE
Richard Daniel Villeneuve
RICHARD WILLIAM VILLENEUVE
HYMAN NOAH GLASMAN
Marilyn Gay Zarkos
JOHN P MURPHY
BRIAN CHARLES CASSIDY
Thomas Edward Vinson
TIMOTHY J REYNOLDS
James Thomas Galloway
DANIEL PATRICK KELLY
JEANINE STELZNER
PETER JOSEPH BORRELLO
CLARA TERESA ASENSIO
Kimberly Whitten Choiniere
JAMES RICHARD MAPPLETHORPE
WILLIAM HERBERT CARUANA
SEAN MALCOLM DRINAN
David M Caruana
THOMAS JEREMIAH ADAMS
MICHAEL VICTOR SWITCHENKO
DAVID ROGER DRINAN
Dakota Alexander Johnson
JONATHAN DALY
Dixon Place Downey
Derek Ryan Lussier
Russell Grady Morris
RONALD CHARLES ELEVELD
SARAH ELIZABETH MASKILL
Anthony Thomas Muscarella
GEORGE MARTIN HENRY
ANDREW SEYMOUR ADIL
DOUGLAS MICHAEL TURNER
BRENDAN MICHAEL BEGLEY
JAMES V ANZA
Josh W Oliver
DONNA D WILLIAMS
CHRISTOPHER NARDONE
JASON MILES APRUZZESE
CHRISTOPHER LEE CURTIS
JENNIFER LEE GRENNAN
Kelli A Menard
RICHARD EDWARD LABRIOLA
JUSTIN RUSSELL
ROBERT JOSEPH IGNAGNI
MATTHEW JOHN WALSTON

Within 25 miles of Broad Brook, CT, Best Investors lists 219 registered investment advisory firms with 665 offices nearby, managing about $16.2T in combined regulatory AUM across 3,147,319 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 Broad Brook

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