Best Investors Account Sign in

Best financial advisors in Deep River, CT

Registered advisers within 25 miles of Deep River, CT.

Offices
442
Firms
160
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,771,068 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

SOUND INCOME STRATEGIES, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MBM CAP LLC
MAI CAPITAL MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
HIGHTOWER ADVISORS, LLC

Investors

JASON DENNIS CARRIER
JENILEE FRANCES WIRTZ
Peter G Volmert
Ann Pellegrini
JAMES WESLEY OLIVER
PHILIP Timothy WIELOCH
Mark Leslie Mohan
RICHARD PAUL BOCCACCIO
ROBBIE MERCER
Ramah Mohammed Sanni
Jack Giegerich
Christine Vogt
Michael William Cummins
Evan F Wilke
DEBRA FLINT
STEPHEN JOSEPH ADELETTI
Stacey D Lee
CHRISTOPHER CUTLER COBURN
VINCENT NICHOLAS MARTINO
BARTLEY CHRISTOPHER DAMON
JANICE MARIE REED
SUSAN MARIE DOWLING
R Christopher Damon
TYLER WESTERVELT POTTS
Avery Lacourciere
Ryan Peter Busby
Matthew L Naarden
Kelly E Maryeski
BRUCE ROBERT BUCK
ERIC JOSEPH MOREIRA
STEPHEN ERNEST NORTON
ROAN PATRICK SULLIVAN
MATTHEW JOSEPH SULLIVAN
Peter Sheen
CHRISTOPHER PETER MCFADDEN
ERIC C HANSON
JOHN CHARLES BLOOMFIELD

Within 25 miles of Deep River, CT, Best Investors lists 160 registered investment advisory firms with 442 offices nearby, managing about $13.4T in combined regulatory AUM across 2,771,068 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 Deep River

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM