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Best financial advisors in Groton, CT

Registered advisers within 25 miles of Groton, CT.

Offices
142
Firms
68
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.45M
2,452,363 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIGHTLINE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
MML INVESTORS SERVICES, LLC
LANSDOWNE WEALTH MANAGEMENT, LLC
EDWARD JONES
SOUND PORTFOLIO ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
JANNEY MONTGOMERY SCOTT LLC

Investors

JAMES FLOYD CARNEY
Matthew Carney
Brian John Cacace
Mark Michna
WILLIAM EDWARD DUVALL
MARK JOSEPH STEFFEN
STEFAN ALEXANDER PELLISH
Matthew C Gross
DARRELL EUGENE FOX
STEVEN H DEGRAFF
PAULETTE ANN RETSINAS
KEVIN STEVEN MORIN
Mark Wingfield
Lee James Couture
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
RICHARD J ZABLOCKI
JEFFREY ALAN SEGAL
BRIAN ROLFE
JANET MARIE LARKIN
STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
ANN LUCY HERRERO
ROBERT C HENDERSON
Reuben Laurence Woods
Joshua Robert Madden
ROBIN ALEXANDRA LAKEY-WHITE
James Edward Bates
Dana Kopp
ROBERT RUSSELL FRADETTE
ALI ROBERT DABIRI
Mitchell R LaFlam
JENNIFER LYNN EASTBOURNE
JAMES PATRICK CLANCY
LELAND DAVID WILCOX
BRYAN JAMES WATTS
THEODORE LEE PARKER
RUSSEL WALTON BURGESS
BRYAN A RODGERS
Glenn Albert Hamler
BARRY JOSEPH SALUK
MONTGOMERY CHASE BRADLEY
GARRETT D HOFER
PATRICIA MARIE GRADY
JARED WILLIAM BLOXSOM
MANLY KOJI CHURCH
Matthew David O'Brien
JUSTIN Andrew STAUB
SHANE FRANCIS O'BRIEN
FREDERICK CHARLES LEONARD
Samuel E. Greenfield
Samuel E Kuzu
FREDERICK CHARLES LEONARD
LISA M CAYER

Within 25 miles of Groton, CT, Best Investors lists 68 registered investment advisory firms with 142 offices nearby, managing about $11.3T in combined regulatory AUM across 2,452,363 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 Groton

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM