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Best financial advisors in Easton, CT

Registered advisers within 25 miles of Easton, CT.

Offices
1,280
Firms
735
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,833,715 clients when Item 5C has a number
Avg / client
$7.22M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
SLADEK & WITEK, LLP
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GREEN PASTURES WEALTH MANAGEMENT LLC
DONALDSON FINANCIAL WELLNESS NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Investors

Achyuta S Nidadavolu
ANTHONY SALVATORE SOCCI
WESLEY MARTIN PRESLAR
JOSEPH NORBERT SLADEK
JOHN STEVEN WITEK
ERIN MURPHY CANDLER
PAUL SUSANA
JOHN JOSEPH SCINTO
CRAIG LOUIS MEADOWS
JENNIFER NICOLE DRANEY
Christopher Lineberger
JAMES AGOSTISI
CHRISTIAN MICHAEL MORGAN
IRA TABER
Jeffrey Allan Spiewak
GENE BORCHETTA
STEPHEN CHARLES BOYLE
LEELAND FRANKLYN GRAY
ROBERT TODD DALY
JANE-ELLEN PORTER-STEFANOWICZ
WILLIAM DONALD DONALDSON
ASHISH VERMA
Anisa Gjermeni
MARY KAY HERMANN
ABEL ANDRES RAMOS
JOHN ANTHONY CULHANE

Within 25 miles of Easton, CT, Best Investors lists 735 registered investment advisory firms with 1,280 offices nearby, managing about $20.5T in combined regulatory AUM across 2,833,715 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 Easton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM