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Best financial advisors in Chesterfield, CT

Registered advisers within 25 miles of Chesterfield, CT.

Offices
195
Firms
80
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,437,920 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
JABEZ FINANCIAL, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
THAMES FINANCIAL MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROSE CITY CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERITAS ADVISORY SERVICES, LLC
TUMOLO WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

JEFFREY D CASALE
DOUGLAS EDWARD HOWES
AUSTIN CONCASCIA
Keith David Noyes
RYAN M DOHERTY
MICHAEL CHARLES DOHERTY
BEAT RYFF
JOANNE MCKEAN MORTON
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
STEVEN SALVATOR WEDEGIS
ROBERT JOSEPH SAMPSON
JODY SAGE JORDAN
DANIEL JOHN HEFFERNAN
Jacob Aaron Alonzo
STEVEN M DRACZYNSKI
BRENT CHRISTOPHER EUGENIDES
KIM ELIZABETH WAWRZYNOWICZ
Joshua Morton
MARK LEHMAN BOBRUFF
BRITTNI REHG OXENDINE
Nicholas Daniel Tumolo
KENNETH DANIEL TUMOLO
LORI MANSFIELD CHRISTENSEN
DANIEL ROBERT DUNN
CHARLES VICTOR ROUSSEAU
TODD ANDREW GESTRICH
RODNEY LEE CAMPOPIANO
William Theodore Beyer

Within 25 miles of Chesterfield, CT, Best Investors lists 80 registered investment advisory firms with 195 offices nearby, managing about $10.2T in combined regulatory AUM across 2,437,920 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 Chesterfield

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