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Best financial advisors in Greenwich, CT

Registered advisers within 25 miles of Greenwich, CT.

Offices
2,526
Firms
1,175
Combined AUM
$22.6T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,255,593 clients when Item 5C has a number
Avg / client
$6.93M
Combined AUM ÷ clients

Nearby offices

Firms

MARTORELL CAPITAL PARTNERS, LLC
CAPINSIGHTS PARTNERS, LLC
ATLAS HOLDINGS LLC
FOX RUN MANAGEMENT LLC
QP GLOBAL FAMILY OFFICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
1707 CAPITAL, LLC
HUDSON ADVISOR SERVICES, INC.
PEAK TEN CAPITAL LLC
THEMES MANAGEMENT COMPANY LLC
ROSSER CAPITAL PARTNERS MANAGEMENT, L.P.
GREENWICH WEALTH MANAGEMENT, LLC
WOLF HILL CAPITAL MANAGEMENT, LP
ATLANTIC STREET CAPITAL MANAGEMENT, LLC
ACCELFOODS PARTNERS, LLC
AF VENTURES
WELLS FARGO CLEARING SERVICES, LLC

Investors

Angelo Espinosa Martorell
ERIC JAMES PERRY
STEVEN ROBERT NELSON
ROBERT SHAUGHNESSY SCHWAB
ROBERT VINCENT GRILLO
WILMOT DAVID LEE
JOHN MIRABILE
JON LOUIS NEWMAN
RICHARD SCOTT HIRSH
Scott Alley
Richard G Jimenez
DAVID DENNIS BURROWS
Jackson Henry Kleinert
HARRIET MADOFF PARKER
DANIEL JERRY SULLIVAN
Denton Marcus Jones
francis joseph gilbride
Paul J Lynch
HARRY EDWARD FIGGIE
CHARLES W TRICOMI
ROBERT SMITH LONGSWORTH
CHRISTOPHER JEFFERSON ALLEN PARKER
FRANCIS JULIAN TIGANI
MATTHEW L BARRETO
TERRENCE J DUFFY
MARY ANN HINTZ
ADAM CARL ELGERT
WILLIAM RICHARD ZELTNER
CHRISTOPHER MICHAEL BARDWELL
CHRIS N TESTANI
MICHAEL ANTHONY TUTINO
MARK WILLIAM NASO
CHRISTOPHER JOHN JEWELL
KARO LOKMANYAN
LAUREN N URBANSKI
JOHN HENRY BACHUL

Within 25 miles of Greenwich, CT, Best Investors lists 1,175 registered investment advisory firms with 2,526 offices nearby, managing about $22.6T in combined regulatory AUM across 3,255,593 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 Greenwich

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