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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

JGS WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
NARROW PATH GUIDANCE, LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
JABEZ FINANCIAL, LLC

Investors

JOHN GREGORY STALEGA
BRETT DANIEL DOLAN
KENNETH W. CARONE
PAUL ANTHONY CATALANO
David Lawrence MURPHY
RONALD PHILLIP GALLANT
Bradley Kirk Nelsen
Jacqueline A Ferguson
BRYAN JEROME KOTLARZ
STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
JANET MARIE LARKIN
RAYMOND JOHN SERRA
YALDEZ ABDEL SAMED
JEFFREY ALAN SEGAL
BRIAN ROLFE
RICHARD J ZABLOCKI
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
Lee James Couture
DANIEL ASIEDU
DATARAM NARAIN
DIEGO LUIS ARBELAEZ-DONCEL
RYAN M DOHERTY
MICHAEL CHARLES DOHERTY
Jeanne Marie Nuhfer
JEFFREY D CASALE
DOUGLAS EDWARD HOWES
KEVIN STEVEN MORIN
Mark Wingfield
AUSTIN CONCASCIA
ROBERT JOSEPH SAMPSON

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