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Best financial advisors in Centerville-Mount Carmel, CT

Registered advisers within 25 miles of Centerville-Mount Carmel, CT.

Offices
703
Firms
224
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,529 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRATED WEALTH CONCEPTS LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SPECTRUM FINANCIAL STRATEGIES INC
CETERA INVESTMENT ADVISERS LLC
TD PRIVATE CLIENT WEALTH LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Investors

THOMAS MICHAEL NEMET
ARTHUR J KELLEHER
MATTHEW ROBERT STINSON
Michael Louis Massa
KURT ALBERT LENZ
MARK MASSA
RYAN JOSHUA PEARL
STUART ARTHUR PEARL
JACKLIN EMMANUEL LEDOUX
ROBERT ERNEST VELARDI
JOSHUA Michael ZELEM
BRYAN PAUL BOGEN
RICHARD DOMENIC SURACI
CHARLENE SUSAN HALL
JOSEPH PETER MCCARTHY
MICHAEL ASMEROM
MICHELLE VERONICA RANSOM
JONATHAN P WOROBOW
CHRISTOPHER MICHAEL YOUNG
Peter Conrad Holmquist
RAYMOND JOSEPH KUBICK
BRETT TAYLOR COURTMANCHE
CHRISTOPHER MICHAEL DERHAM
NOLAN CHARLES CLEARY
Brian Francis Lynch
John Joseph Tierney
Sonia Sternbach
DAMIAN LAWRANCE CAMPAGNANO
JOHN DAVID DORIS
GERALD BRUCE NEARIER
KEITH ARNOLD SCHLINGHEYDE
RICHARD PIGNONE
Emily Joyce-Grikis
MICHAEL ANTHONY MORAN
RICHARD JOHN MORAN
RONAN PHEONIX DUGGAN
CRAIG WILLIAM MASSICOTTE
Leslie Saye Busch
Mary Dyer Landsfield
Denise Annemarie Crispino
RALPH WAYNE ROMANELLO
SHARI Jeanne RAHMLOW
Thornton Joseph Fay
Andrew William Pryde
Anthony Joseph Inzero
Albert Lance Lim
Jaine'Coann LeFebvre Barton
MICHAEL SCOTT FITZGERALD
PETER JOSEPH PURCELL
THOMAS GRAHAM DAVIS
PATRICK HARVARD BOUTILIER
MARK DAVID STEVENS
Christopher D Stevens
JOSEPH PATRICK MCDONAGH
Joshua Salgado
KEVIN DAVID GARGANO
CHRISTOPHER EDMOND GAVIN
STUART HILTON GROVE
Daniel Grove

Within 25 miles of Centerville-Mount Carmel, CT, Best Investors lists 224 registered investment advisory firms with 703 offices nearby, managing about $16.2T in combined regulatory AUM across 3,150,529 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 Centerville-Mount Carmel

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