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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

JANNEY MONTGOMERY SCOTT LLC
INTEGRATED WEALTH CONCEPTS LLC
CORNERSTONE PLANNING GROUP
USI ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ALLIANCE, LLC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
SYMMETRY PARTNERS
ARTURA WEALTH, LLC
BLACK SWAN WEALTH MANAGEMENT
SMITH BROTHERS FINANCIAL, LLC
HAVILAND & SAMS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
J CAP SHORT MANAGEMENT LP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FARMINGBURY FINANCIAL SERVICES, LLC

Investors

EVAN THOMAS GILCHREST
REBECCA DOTSON
NICHOLAS FELICE RUSSILLO
JAMES POLINER
CHRISTOPHER RYAN MACPHERSON
CHRISTOPHER MICHAEL PETERS
SHARLAND BAKER
Troy Gerard Russillo
Benjamin Howard Halter
Samuel Johnson
Jeffrey Louis Bradanini
BRIAN HALTER
Marilyn Tina Mantziaris
MATTHEW NEAL LOITZ
Matthew A Trevethan
TIMOTHY JOSEPH SULLIVAN
KENNETH FRANK SARPU
Peter Kurt Heger
PAUL EDWARD SULLIVAN
EILEEN MARIE KEEGAN
JENNA RACHEL FIORE
Alexander Laureano
JEFFREY EDWARD COWLING
CHRISTOPHER ANDREW FLETCHER
MARK DAVID CAVASINO
STEPHEN MATTHEW JOYNER
DAVID CHARLES GRIMALDI
James Andrew Allen
JAMES NATHANIEL MEEHAN
SCOTT R WASKIEWICZ
ZACHARY W TRACEY
ARTHUR BLAND SULLIVAN
JENNIFER PALMER WHEATLEY
ZACHARY DAVID MEYER
James Thomas Beyer
ROBERT MICHAEL GRENUS
BRIAN T BEDNARZ
Thomas DiFiore
Dhilan N Shah
MASON G NEURATH
Thomas Joesph Pompei
Sean Donovan
KEVIN KEITH CARRIERE
BROOKE S. HOURIGAN-BERTHOLF
Philip Michael Napolitano
MARC E MARKOVITZ
VASILIOS SAVAS HARALAMBOUS
LAYNE R MILLER
ELVIN SPAHO
JOSHUA BRENT HOWARTH
FELICIA J CARUCCI
STEVEN ROBERT DOLZANI
BRIAN EBERLE
BRIAN THOMAS PAQUETTE
JOSEPH M FOUNTAIN
MATHEW ROBERT DEGROFF
Xochil Ariela Rivera
Kevin Michael Stroiney
Derek Daniel Frame
Luke Grabowski
Nathan Allan Pierce
Nicholas Miguel Angel Oliveros-Pipkin
Nicholas Provost
Robert Streeter Mosley
JOSEPH MATHEW KAVUMPURATH
JOSEPH BOHDAN KOTULA
DANIEL JOSEPH CHAMPAGNE
JUSTIN THOMAS PODBIELSKI
Jacob Parent
Nicholas Dobie
Alice Desdemona Rha
Drew Michael Willson
Joseph Riley Coleman
Anthony Wright
Benjamin William Hyland
THOMAS JOHN ROMANO
Tyler Caleb Woodbrey
Geoffrey Scott Johnson
CHRISTOPHER BERNARD CYMBALA
MATTHEW THOMAS HAMEL
TAYLOR RAE GLAD
BRENDAN MICHAEL MCELROY
Christopher Codeanne
Anthony Beaulieu
Cole David Connelly
DAVID EDWARD CONNELLY
MICHAEL LAWRENCE STORER
GABE HATHORN
ELISA MARIA FRANCIS
ROBERT A HAWKE
REBECCA ELISE CIOBAN
WILLIAM J RITT
GREGORY RAYMOND TRZASKI
Brendan Michael Kruh
JESSICA MARIE BUTLER
RYAN CRISTOPHER GROVES
WAYNE NMN CONNORS
TIMOTHY HOWARD PREWITT
Ashley L. Winn
STEPHEN ROBERT MICHAELS
JOSEPH BRIAN SMITH
Joseph Bryce Smith
JEFFREY GIANTONIO
MATTHEW Alan MULCAHY
ANDREA ELIZABETH CAMOIN
BENJAMIN BARRETT SAMS
CATHLEEN P. KEANE
DIVINA WIENEKE MARCKTELL
Ryan Edward Kubasek
KENNETH JOHN MCMANUS
STEVEN DANIEL LOMBARDO
SCOTT EDWARD FLUET
DAWN M ROSA
WILLIAM ROBERT MICARI
AARON SCHROEDER

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