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Best financial advisors in Derby, CT

Registered advisers within 25 miles of Derby, CT.

Offices
776
Firms
315
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,830,483 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

INVESTMARK ADVISORY GROUP LLC
BEIRNE.
COMMONWEALTH FINANCIAL NETWORK
PROCYON
AST INVESTMENT SERVICES, INC.
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
RB CAPITAL MANAGEMENT, LLC
WRIGHT INVESTORS SERVICE INC
THE WINTHROP CORPORATION
WRIGHT PRIVATE ASSET MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MYFINANCIALPRO, LLC
FORTRESS FINANCIAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC

Investors

JASON THOMAS ARENA
LINDSEY E ALLARD
Joseph Gerardo Malanga
JOHN-OLIVER BEIRNE
JOHN ANTHONY BEIRNE
SCOTT K WILLIAMS
Nicholas Giammattei
MICHAEL FRANKLIN KUSICK
NICHOLAS THOMAS CHRISTIE
DREW NICHOLS BOWMAN
KEITH EDWARD ANDERSON
MICHAEL CHRISTOPHER KUSICK
ROBERT PAUL IANNAZZO
JAY MARC DIAMOND
DOUGLAS ELLIOTT KERR
Catherine Gulish
MICHAEL JOHN GULISH
JOHN JOSEPH ZAPRZALKA
Heather Jane Cramer
STEPHEN MICHAEL GULISH
MICHAEL E MESSINA
MICHAEL ELIGIO KELLY
JOEL PHILIP LAGORE
Hasan A Hoke
Jacob Rothenberg
TIMOTHY FISKE TENNERIELLO
THOMAS MICHAEL GAHAN
ANTONIO BENTU RODRIGUES
LOUIS GLORIA
JOHN MARCHISOTTA
BEVIN KIMBERLY NEALON
WILLIAM ROBERT JONES
SELENA KOLETTE KEMP
JEFFREY HOPKINS FARRAR
Maria Dianne Aprill Ergas
AMBER NOEL KENDRICK
TERRY LEE CRAWFORD
CAROLINE CURTIN WETZEL
MARK JAMES RICH
JAMES PATRICK DIVER
Jamie E Wilson
TODD JONES SMALLWOOD
MICHAEL JOHN DESMOND
CURTIS ONEAL IRBY
DANIEL GARY LIMMER
PHIL GIUSEPPE FIORE
CHRISTOPHER EDWIN FOSTER
RYAN Edward KRISTIE
JAMES PETER JEFFERY
THOMAS SOMERVILLE LEFFEL
CHARLES KEVIN CADDICK
JESSE MICHAEL VANVALIN
BRIAN CHRISTPOHER TURNER
FREDERICK J BARAN
Daniel Evan LaGore
JOHN A VISSICCHIO
ROGER T CIACCO
Kevin Andrew Leahy
SUSAN COLE PETERS
PETER ANSON SCHUTT
Bryan Patrick Duffy
Alec Frione
ADAM Nicholas USINGER
Mike Card
ANDREW WINFRID CHAMPAGNE
Matthew Joseph Silva
James F Bauer
Vincent Thomas Camera
LUKE MARCUS GOWARGY
WAYNE ANDREW BLANCHETTE
MARION ANN WATKINS
Mario Charles Sclafani
CASEY CHIYOSHI ODO
JEFFREY FREDERICK BAUER
Alfred Jason Zappulla
KYLE JOHN WOODWARD
IRA ALAN LEVINE
Zachary Ryan Bass
CATHERINE LEEMING ANDERSEN
Charles Alexander MacNamara
Ravi Lakshmana Sankar
ROBERT WILLIAM BRENNAN
Jeremy Taubman
TRACY KENT ROTMAN
NICHOLAS HALL
NICHOLAS KREUZER
MURALI CHEGU
STEVEN MATTHEW SILVERMAN
PHILIP MARK ALLOPENNA
GUSTABO SEMPERTEGUI
Jonathan T DiPietro
Zhihui Wang
JOSHUA DANIEL MCMAHON
JOHN LOUIS HUFNAGEL
TIMOTHY RYAN MACDONALD
RYAN BOISSELLE
Divya Rajan
Marco Antonio Rosales
Robert Anthony Bourque
Bhavin Patel
CRAIG STEVEN DELLAROCCO
JAMES PATRICK CRACO
CAREENA MELIA
PIETRO RAZZINO
KURT EARL WISCHOW
JOSEPH JOHN TODICE
CHARLES MELFORD HITE
JOHN MEAD FOREMAN
ANDREW DOMINICK ROSELLI
DANIELA GERHARD
JEREMY HUS
CHRISTOPHER HOLLEY
BRIAN MICHAEL WARD
ALLISON MISLOW
GINA MAGAUDDA
NATALINA DEMEIS
Ryan William Orvis
Thomas M Melfi
Mark Alexander Monteiro
Matthew Ian Hecker
Amer Abdel-Hack
Gavin Greer Esposito
Justin Horvath
David James Colangelo
STEPHEN SHEEHAN MCGUIRK
JOHN FRANCIS PEARSON
PATRICK J. SHANLEY
NICHOLAS THOMAS AURIEMMA
AMARJIT SINGH
JON MICHAEL GLADSTONE
GEORGE ADAM GOLDMAN
MICHAEL WILLIAM LYNCH
Jeffrey M Nelson
JULIAN LUIS DIAZ
PEDRO MIGUEL TECLA
MARTIN JAMES GIROUARD
JOEL IRA BERNSTEIN
DANIELA MIRABALLES APONTE
ARTHUR GALLANT
JOSEPH BOGARDUS
PETER GRECO
ERIC MICHAEL GERHARD
BRIAN ALEXANDER PARMELEE
DAVID BEEMAN
CHRISTOPHER HIZA
NICHOLAS VAMVAKAS
MICHAEL BOGARDUS
FRITZ Donald EK
COLE William BILLINGTON
Jennee Ana Blanco
Robert Brito
Cassandra Quintiliano
William Timothy Collins
Jeremy Seon McHale
Thomas Andrew Hunt
Alexander J DeMeis
Daniel Robert Hoffmann
Alyssa Ann Zito
Jackson Lathrop
Nicholas Quagliani
Alec David Beauchemin
Thomas Nelson Ellis
Jonathan Clark Wheeler
Paul Blaze Blanco
Nicholas Rodney Wells
Amanda Alejandra Lesmes
Dante Aniello D'Amore
DANIEL JOSEPH ORTOLI
NANCY LIEBERMANN
MICHAEL OWEN JONES
NORMAN ST AUBYN LESLIE
JOSEPH DAVID LOPRESTI
GERALD JOHN JANOSKO
DANIEL JOSEPH FLYNN
VICTOR CHRISTOPHER GARRA
MATTHEW JUDKINS BARRETT
Steven A Cohen
ANDREW JOHN WIGZELL
ERIC PAUL LOVAS
SHARON LYNN DALY
RYAN SEAN TAYLOR
SCOTT M PANZA
MARCELLO E DE PASCALE
NUNO TECLA
CHRISTOPHER J. KUSICK
ALISA MARIE OLSEN
GREGORY WACHTER
ZACHARY DUGAS
Allison Marie Novak
Lucas W Gifford
JOHN DAY BILLINGTON
SABRA G DONOVAN
Mitchell Tetreault
Ronald Mark Quagliani
Hideki Martin Morales
ROBERT JOHN LEIPHART
AMIT SHARADCHANDRA KHANDWALA
MANISH MAHESHWARI
RICHARD PATRICK MCGUIRE
JAMES CHRISTOPHER TREAT
JOHN S KOTERBAY
Sam Hastings Grosso
Amy C Hessel
Kristina Samantha Kiraly
SEDIGHEH NOWROUZZADEH
CHRISTOPHER JOHN BAUDOUIN
MAURIEL ALEJANDRO VEGA
PETER GITHINJI KIHARA
STEVEN TODD JACQUES

Within 25 miles of Derby, CT, Best Investors lists 315 registered investment advisory firms with 776 offices nearby, managing about $15.4T in combined regulatory AUM across 2,830,483 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 Derby

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