Best Investors Account Sign in

Best financial advisors in Fenwick, CT

Registered advisers within 25 miles of Fenwick, CT.

Offices
251
Firms
98
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,427,379 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
BRAE HEAD, INC.
COMMONWEALTH FINANCIAL NETWORK
SULLIVAN FINANCIAL, LLC
ALCHEMI WEALTH, LLC
EDWARD JONES
HT PARTNERS LLC
ON INVESTMENT MANAGEMENT CO
EAGLE STRATEGIES LLC
BANKERS LIFE ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC

Investors

JOSEPH NATHAN MARKIM
DENNIS MARTIN O'CONNOR
FRANK BELCHER ABEL
PAUL VINCENT FERRUCCI
DAVID LANE FERRUCCI
MARY JANE NMN SULLIVAN
Catherine Cusson
STEVEN JOHN JOHNSON
PHILIP BARTOW REYNOLDS
MICHAEL STEVEN JOHNSON
BRYAN DEAN MURPHY
STEPHEN GREGORY JORDAN
LAURIE ANN TOMLINSON
Maria L Coffey
Linda Florence Brophy
CHRISTOPHER J. KOEHM
DEVIN CONRAD BOURQUE
JACK W. WHEELER
Austin Michael Van Winkle
PETER JOSEPH DECKER
RICHARD PAUL BOCCACCIO
Kevin Harris
Kenneth Chmielewski
JENILEE FRANCES WIRTZ
Richard A LaSaracina
Stanley Edward Kesilewski
Kevin Michael Agan
Jonas Alina Regondola
Miles Reid Joyner
Nicholas Robert Holmes
Peter G Volmert
Ann Pellegrini
KEVIN JOHN WHEELER
TRACY ANNE MACKINSTRY
Michael James Kelly
BRIA MAY GILBERT
PAUL MICHAEL VARDOULAKIS
PHILIP Timothy WIELOCH
Mark Leslie Mohan
JOHN ARTHUR RAUDAT

Within 25 miles of Fenwick, CT, Best Investors lists 98 registered investment advisory firms with 251 offices nearby, managing about $10.8T in combined regulatory AUM across 2,427,379 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 Fenwick

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM