Best Investors Account Sign in

Best financial advisors in Brookfield, CT

Registered advisers within 25 miles of Brookfield, CT.

Offices
628
Firms
275
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,732,401 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WESTMINSTER FINANCIAL ADVISORY CORP
EQUITABLE ADVISORS, LLC
EDWARD JONES
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MML INVESTORS SERVICES, LLC
MATSON FINANCIAL ADVISORS, INC.

Investors

KENNETH CHRISTOPHER LINDNER
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
NICOLE A TUROSKY
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
JOANNE AMOROSI
TIMOTHY DAVID O'CONNELL
Benjamin Martin Dubinski
PETER J HALL
Zachary Czaplicki
MICHAEL JOHN MATSON
AUDREY KAY HIMEBAUGH
Kyle Matson
ANTONIO SEBASTIAN DISPENSA

Within 25 miles of Brookfield, CT, Best Investors lists 275 registered investment advisory firms with 628 offices nearby, managing about $15.0T in combined regulatory AUM across 2,732,401 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 Brookfield

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM