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Best financial advisors in Burlington, CT

Registered advisers within 25 miles of Burlington, CT.

Offices
670
Firms
218
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,156,852 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY INVESTMENT MANAGEMENT INC.
EDWARD JONES
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
MEDALLION WEALTH ADVISORS, LLC
MACRO ADVISORS, INC.
PARK AVENUE SECURITIES LLC
BANKERS LIFE ADVISORY SERVICES, INC.
ONEDIGITAL
FISCAL WISDOM WEALTH MANAGEMENT LLC
CHADWICK FINANCIAL ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
THE PATRIOT FINANCIAL GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Joseph Christian Marich
Christine Marie Blaha
AMBER DAWN PINETTE
JONATHAN BARBOUR ANDREWS
ANDREW DONALD MCALLISTER
RICHARD JAY RUSTIC
KAROL KAY MCALLISTER
ERIC THORSON CHEYNE
MATTHEW L WOODS WEBER
STEVEN TELLAR
HENRY J PETERSON
SCOTT G. STEVENS
KARA MAIA MILLER
EDUARDO HERNANDEZ VELA
Tyler Joseph Sadak
GREGORY K BALOGH
MORRIS EUGENE METE
MICHAELA NOELLE CASEY
PAUL B. WORGAFTIK
KHYLE ANTOINE DUNCAN
ERIK J CRESPO
Benjamin Casner
Aidan Joseph Shaffer
Mark Lewis Kaufman
MARC MICHALAK
CHRISTOPHER WILLIAM MARTINEZ
Rishesh Singh
THOMAS C GRANT
ROBERT N WORGAFTIK
RICHARD PAUL GRIBINAS
CRAIG L FEINBERG
Samuel Saint Juste
Rebecca T Ward
CHARLES LEE
Naranchimeg Mijid
ALEXSA SANTOS DONOGHUE
MARIO ANTHONY GIOVANNUCCI
RENEE EVA AMOCHAEV
ALEXANDER BERND OVERKAMP
Coty Shean
RICHARD ALLEN BEAN
DANIEL A. ROBERTS
MICHAEL EDWARD CHADWICK
TRAVIS MASAICHI TAZAWA
Jessica Martin
MAX D ISAACMAN
MICHAEL ALFONSE BARATTA
BENJAMIN GRAHAM STILLE
ANNETTE HASSAN
DAVID JASON MAIKOWSKI
JULIA ELAINE WESTON
JOANNE DE PALMA
KRISTINA WADMAN OSWALD
TAMMY KELLY DeFelice
THOMAS OLIVER BARNES
JILL AARON BRANDON
RICHARD PAUL CARUSO
Joan L Suski
Michael Jonathan Woolfolk
William R Hooper
David W Waldo
NICOLE A FALCIANO
Anthony N DeGrandi
HEATHER L HATCH
WILLIAM TODD CLARK
BRIAN FRANCIS KELAHER
HAYRIYE GUL ASLAN
Sean Patrick Navin
Tyra NELSON Ellison
Jonathan EDWARD Johnson
NATHANAEL LEVEILLE
Joseph Hooper
Peter WHITNEY Murphy
John B King

Within 25 miles of Burlington, CT, Best Investors lists 218 registered investment advisory firms with 670 offices nearby, managing about $16.2T in combined regulatory AUM across 3,156,852 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 Burlington

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