Best Investors Account Sign in

Best financial advisors in East Berlin, CT

Registered advisers within 25 miles of East Berlin, CT.

Offices
848
Firms
278
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,896 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
CAPITAL PLANNING CONSULTANTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
CM FINANCIAL ADVISORS, LLC

Investors

David Alfred Lamore
KEVIN CLEMENT PISCITELLI
BRADFORD JOHN PARSONS
RICHARD ALFRED LAMORE
WILLIAM JOSEPH CAHILL
CARL JOSEPH CIEPLINSKI
MELISSA ELIZABETH HICKS
THERESA L CAHILL
MIA ELYSE WALLACK
DAVID RALPH MEADE
PATRICK E O'CONNOR
Christopher Croy Sprague
JAMES DAVIS
Joseph Anthony Manzi
PAMELA LYNN MISCIA
CHRISTOPHER THOMPSON
ANDREW JACOB GARDNER
ROBERT FRANCIS MCKINNON
JOSEPH CHRISTOPHER GLOWKA
JOHN TONY GLOWKA
Leonard F Lye
MARIO JOSEPH CIAMPI
MICHAEL S URSO
MICHAEL DAVID MENDOZA
SHAWN PATRICK MURPHY
ANTHONY MANDILE

Within 25 miles of East Berlin, CT, Best Investors lists 278 registered investment advisory firms with 848 offices nearby, managing about $16.9T in combined regulatory AUM across 3,149,896 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 East Berlin

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