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Best financial advisors in Centerbrook, CT

Registered advisers within 25 miles of Centerbrook, CT.

Offices
330
Firms
119
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,527,469 clients when Item 5C has a number
Avg / client
$4.33M
Combined AUM ÷ clients

Nearby offices

Firms

HT PARTNERS LLC
JEFFREY N. MEHLER, CFP LLC
ESSEX FINANCIAL SERVICES, INC.
BRAE HEAD, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
SULLIVAN FINANCIAL, LLC
ALCHEMI WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
ON INVESTMENT MANAGEMENT CO
KEY INVESTMENT SERVICES LLC
CHARLES SCHWAB & CO., INC.

Investors

CHRISTOPHER J. KOEHM
DEVIN CONRAD BOURQUE
JACK W. WHEELER
Austin Michael Van Winkle
PETER JOSEPH DECKER
JEFFREY NAT MEHLER
EMILY REBEKAH WOOD
PAUL CHERANSKY
Anthony Joseph Fortuna
James Michael Sullivan
Elizabeth Antoinette Haas
ROBERT M GIRVIN
ANTHONY JOSEPH VOCALINA
Michael R LaRiviere
Lisa B McMinn
Cherish Lyn Genova
KEVIN JOSEPH LOOBY
Julie Belknap Bauman
Robert J. Marcinek
JEFFREY WENDELL JONES
NICHOLAS LUKE NAUMANN
Kristin Elizabeth Green
William Michael Tait
Charles Robert Cumello
David Francis LaMay
Nancy Stillman
STEPHEN WORTH BATES
Courtney Hughes Walsh
William Timothy Furgueson
SUSAN K ROTH
KEVIN JOSEPH NOLAN
DAVE RICHARD DELFINO
Gabriel M Flugrad
Jeffrey Kohl Ludka
DAVID CUMMINGS DONALDSON
DENNIS MARTIN O'CONNOR
FRANK BELCHER ABEL
PAUL VINCENT FERRUCCI
DAVID LANE FERRUCCI
Maria L Coffey
Linda Florence Brophy
MARY JANE NMN SULLIVAN
Catherine Cusson
STEVEN JOHN JOHNSON
PHILIP BARTOW REYNOLDS
MICHAEL STEVEN JOHNSON
BRYAN DEAN MURPHY
STEPHEN GREGORY JORDAN
LAURIE ANN TOMLINSON
Kevin Harris
Kenneth Chmielewski
KEVIN JOHN WHEELER
Michael James Kelly
BRIA MAY GILBERT
PAUL MICHAEL VARDOULAKIS
JOHN ARTHUR RAUDAT
RICHARD PAUL BOCCACCIO
JAMES WESLEY OLIVER
ROBBIE MERCER
Ramah Mohammed Sanni
Jack Giegerich
Christine Vogt
Michael William Cummins
Evan F Wilke
TYLER WESTERVELT POTTS
Avery Lacourciere
Ryan Peter Busby
Matthew L Naarden

Within 25 miles of Centerbrook, CT, Best Investors lists 119 registered investment advisory firms with 330 offices nearby, managing about $11.0T in combined regulatory AUM across 2,527,469 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 Centerbrook

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