Best Investors Account Sign in

Best financial advisors in Durham, CT

Registered advisers within 25 miles of Durham, CT.

Offices
779
Firms
253
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,146,334 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CWM, LLC
SENTINEL ASSET MANAGEMENT, LLC
ARMSTRONG ADVISORY GROUP INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BROOKSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
1.21 GIGAWATTS MANAGEMENT COMPANY LLC
SPURSTONE
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

David Lawrence MURPHY
RONALD PHILLIP GALLANT
Bradley Kirk Nelsen
Jacqueline A Ferguson
BRYAN JEROME KOTLARZ
JEFFREY PAUL COUZENS
JASON ROBERT MCGEE
Elizabeth Manteau
WILLIAM FREDERICK WARNER
Andrew C Shumate
Matthew Ryan Sczurek
Jordan Robert True
Jeremy Mark Lobo
CHRISTOPHER WILLIAM PASCALE
Michael Anthony Mendillo
Corey Michael Millhouse
Richard Claxton
MAGDALENA O'DOHERTY
Daniel Lupacchino
PATRICK WIILIAM WOODHOUSE
JEANETTE FUNG CHUNG
DENISE ELIZABETH MATHEWS
RAJU T PUNNOOSE
FREDERICK C. BROSE
MICHAEL BRENDON COOK
GARY LEE JAMESON
JENNIFER MARIE Campbell
JOHN M CHIPELO
SABINA ANNA VEGIARD
MATTHEW RUSSELL REEVES
William Chambliss Woods
RALPH ALFONSO GIANSANTI
MARTIN JAMES MANGIALARDI
KEVIN PAUL MANCINI
JOSEPH SIPALA
LEO JOSEPH BEAUREGARD
GARY A GARDNER
ROBERT DAVID KUSIAK
TROY PHILIP TANNENHOLZ
NATHAN JOSEPH REGO
ANGELO VINCENT PIETRI
ISAAC CHO
BURY BARBIER
JAMES HAROLD YOCOM
LEE HARRISON NORMAN
AARON ROMAN
MATTHEW REID RICH
BRIAN SULLIVAN
JOHN MICHAEL KULIK
JOSEPH LORENZO
GARRY CLEMONS HELYER
JAMES JERRY NOCERINO
LUKE GREEN VOIGT
JAMES CLARENCE GANGER
CLAY EVERETT BELL
CHAD ALLEN BELL
BRENT ANDREW HANN
CORY M SHAPIRA
MICHAEL CHRISTOPHER LUDWIN
JOSHUA RICHARD COE
Matthew Taylor
KEVIN DANIELS
SCOTT ALLAN KEARNS
ZACHARY L DANIELS
THEODORE MARTIN DEGROOT
TIMOTHY R GOLAS
JAMES Frank LAGACE
David O'Connell
Craig W Dennis
Erika Beth Osbeck
Brian Mark McLaughlin
Jill Spencer Honeycomb
Rosario Roberto Pulino
WILLIAM W PERHAM
GINA MAZZADRA
DYLAN VAUGHAN SLADE
JOHN F WOSTBROCK
TIMOTHY DOUGLAS STOWELL
ANTHONY FRANCIS ASSANTE

Within 25 miles of Durham, CT, Best Investors lists 253 registered investment advisory firms with 779 offices nearby, managing about $16.8T in combined regulatory AUM across 3,146,334 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 Durham

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 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM