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Best financial advisors in Cornwall Bridge, CT

Registered advisers within 25 miles of Cornwall Bridge, CT.

Offices
137
Firms
54
Combined AUM
$7.97T
Firm-wide filings, not assets booked only here
Clients
2.12M
2,124,531 clients when Item 5C has a number
Avg / client
$3.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
OPPENHEIMER & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OPPENHEIMER + CLOSE, LLC
BARRON FINANCIAL GROUP, LLP
OSAIC INSTITUTIONS, INC.
MAIN STREET RESEARCH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EIA INVESTMENTS LLC

Investors

MICHELE DIANE PRLICH
Cailyn Paradise
SARAH K WELCH
MATTHEW PAUL KARPAS
ZACHARY ADAM CHERNUS
PAUL THEODORE CASALI
MARK ERIC TERNA
JAMES FRANCIS COMERFORD
Kimberly Lynn Saja
Mehdi Azizi
MARK RICHARD JONES
CANDICE CANDIKA POPE
Brianna Elizabeth Gambacini
EMILY JEAN SAVAGE
SANDRA CERQUEIRA
DEAN MATTHEW AITA
PHILIP VICTOR OPPENHEIMER
JOHN EDWARD SEAGRAVE
JAMES ALFRED THIBAULT
SANDRA LYNN THIBAULT
CHRISTOPHER D. WOODHOUSE
MATTHEW ROWE SWEET
MATTHEW BRADY PEAK
JANET ELLEN DEMBER
Gary Nicholson Nicksa
HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
LOURDES N CARDENAS
FRANCIS ST AMAND
Luis A. Abella
William C Greeley
ROSEMARY BUTLER
Kimberly Barnett
ANTHONY ARTHUR COLLINS

Within 25 miles of Cornwall Bridge, CT, Best Investors lists 54 registered investment advisory firms with 137 offices nearby, managing about $7.97T in combined regulatory AUM across 2,124,531 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 Cornwall Bridge

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM