Best financial advisors in Cornwall, CT

Registered advisers within 25 miles of Cornwall, CT.

Offices

74

Firms

39

Combined AUM

$7.21T

Firm-wide filings, not assets booked only here

Clients

516K

515,906 clients when Item 5C has a number

Avg / client

$14.0M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

4 Bridge St Suite 1
New Hartford, CT 06057

18.7 miles away

SEAHORSE FINANCIAL ADVISERS INC.

52 FRONT ST.
MILLBROOK, NY 12545

HANSEATIC CORPORATION

59 FRONT STREET
MILLBROOK, NY 12545

FISCAL WISDOM WEALTH MANAGEMENT LLC

226 S. Main St.
Thomaston, CT 06787

19.3 miles away

EDWARD JONES

76 WATERTOWN RD SUITE 2E
THOMASTON, CT 06787

19.6 miles away

OSAIC INSTITUTIONS, INC.

508 SOUTH MAIN STREET
THOMASTON, CT 06787

19.6 miles away

OSAIC INSTITUTIONS, INC.

179 Country Route 7A
Copake, NY 12516

19.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

55 MAIN ST
NEW MILFORD, CT 06776

20.1 miles away

LPL FINANCIAL LLC

53 MAIN ST
NEW MILFORD, CT 06776

20.1 miles away

EDWARD JONES

2A MAIN STREET
NEW MILFORD, CT 06776

20.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

56 Danbury Rd Ste 3
Mew Milford, CT 06776

OSAIC INSTITUTIONS, INC.

203 MAIN STREET
TERRYVILLE, CT 06786

21.5 miles away

CETERA INVESTMENT ADVISERS LLC

101 RIVER RD 2ND FL
COLLINSVILLE, CT 06019

21.6 miles away

LPL FINANCIAL LLC

712 MAIN STREET
WATERTOWN, CT 06795

21.7 miles away

BURNE FINANCIAL CONCEPTS, LLC

51 DEPOT STREET SUITE 105 B
WATERTOWN, CT 06795

21.7 miles away

LPL FINANCIAL LLC

1 NORTH RIVERSIDE AVE
TERRYVILLE, CT 06786

21.8 miles away

CETERA INVESTMENT ADVISERS LLC

54 HILLCREST AVE
WATERTOWN, CT 06795

21.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

250 Maple Avenue
Great Barrington, MA 01230

21.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

38 Mahaiwe St Ste 2
Great Barrington, MA 01230

22.2 miles away

TABLEAUX WEALTH

80 MAPLE AVENUE SUITE 5
GREAT BARRINGTON, MA 01230

22.2 miles away

Firms

SEAHORSE FINANCIAL ADVISERS INC.

HANSEATIC CORPORATION

FISCAL WISDOM WEALTH MANAGEMENT LLC

OSAIC INSTITUTIONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

BURNE FINANCIAL CONCEPTS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

TABLEAUX WEALTH

Investors

Karen Teresa Leonard

Edward Benecchi

EDVARD JORGENSEN

Allen Edward Dunahoo

ALEXANDER BERND OVERKAMP

James Alexander Zeller

WILLIAM STEELE COE

JOHN DEVIN HEITZMAN

LOURDES N CARDENAS

FRANCIS ST AMAND

William C Greeley

ROSEMARY BUTLER

ALYSON REBECCA ZIBELL

JOANNE DE PALMA

KRISTINA WADMAN OSWALD

TAMMY KELLY DeFelice

NATHANIEL FIELDS BURNE

ROBERT EUGENE BERG

KATHERINE JANE REISFELD

SHERRY LEE DE CELLE

GARY ELLIOT MARTINELLI

Luke Farrell Delorme

Joseph Richard Polidoro

MATTHEW SAMUEL CHESTER

Bryce Edward Schuler

Within 25 miles of Cornwall, CT, Best Investors lists 39 registered investment advisory firms with 74 offices nearby, managing about $7.21T in combined regulatory AUM across 515,906 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

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM