Best Investors Account Sign in

Best financial advisors in Cheshire, CT

Registered advisers within 25 miles of Cheshire, CT.

Offices
902
Firms
287
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,153,365 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
SPRINGBOARD ASSET MANAGEMENT LLC
EDWARD JONES
SOUNDVIEW PRIVATE WEALTH ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CHARTER OAK ASSET MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CREATIVEONE WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

Investors

PAUL BRISTOL SHAY
REBECCA DEWEY GREEN
CHARLES MORTON GREEN
Bosmat Cohen
SAMUEL ELIAS KAPLOWITZ
JEREMY BENNETT BEITEL
DAVID ARMAND VENTURA
TRICIA L GORDON
Sebastiano La Rosa
Maria Fredelinda Garcia Nuesi
DAVID JON NASTRI
LEONARD JOHN WHITLOCK
DANIEL JOSEPH CAIN
ROBERT PATRICK HOYNES
Timothy C Hoynes
Nitung Liao
Kade Huang-Savino
Emily Elizabeth Solomon
MARC A LENNON
Emily Reed Normandin
Matthew Coviello
JESSICA ISABEL Grillo
Dante Egidio
DANIELLE F HOULE
WILBUR SALSBURY MANN
ROBERT STEPHEN MALIK
RICHARD JEFFREY LEUKART
JOSHUA MICHAEL BRODER
PAUL ALLEN BORTNICK
JUSTIN ZACHARY KNICKERBOCKER
David Paul Dinatali
JOSEPH JOHN STANGO
Ethan Robert Medling
STEVEN PAUL CHOQUETTE
MICHAEL JOHN LEONE
GREGG MITCHELL KARAL
Daniel William Kopf
DONALD JOSEPH CIAMPI
STEVEN FAZO
ANN MARIE OCONE
Liam Joseph Wallace
Matthew Carreras
CHRISTOPHER MICHAEL LEE
CHRISTOPHER WILLIAM BEALE

Within 25 miles of Cheshire, CT, Best Investors lists 287 registered investment advisory firms with 902 offices nearby, managing about $17.1T in combined regulatory AUM across 3,153,365 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 Cheshire

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