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Best financial advisors in Ivoryton, CT

Registered advisers within 25 miles of Ivoryton, CT.

Offices
351
Firms
128
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,752,470 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

THE PATRIOT FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
COMPASS WEALTH MANAGEMENT LLC
INTEGRATED WEALTH CONCEPTS LLC
COMPASS ROSE STRATEGIC PARTNERS LLC
CENTAURUS FINANCIAL, INC.
EAGLE STRATEGIES LLC
MONTE FINANCIAL GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PGIM INVESTMENTS LLC
MCCAULEY INVESTMENTS ADVISORS LLC
LPL FINANCIAL LLC
PROMESA CAPITAL LLC

Investors

Margaret Katherine Kuchan
ROBERT CHARLES BATICK
Michael Peter Ganci
RADFORD E BROGDEN
JASON W BEAR
EMILY CLARE AMBROSE CAFASSO
WILLIAM LEE MATTHES
CAROLYN ANN MATTHES
Esme Eva Miano
CONNOR FRANCIS DOLAN
VINCENT MICHAEL ESPOSITO
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
STEPHEN EDWARD BOHAN
THOMAS JOSEPH GENERA
CAMERON JAMES DAVIGNON
Benjamin Thomas Monte
Noah B Lifgren
WILLIAM HOWARD LEETE
ALEXANDER ROBERT MONTE
ROBERT JOHN MONTE
Jacob R Cedor
JORGE JACOME
TODD MAX ZEIDENBERG
Jade Whitney Clark
raymond w butti
JOHN JOSEPH MCCAULEY
David Robert Cikatz
Devin S Rajza
MARK ANDREW FEZZA
THOMAS JAMES DITTMEIER
SCOTT ALLEN STASCHKE
WAYNE ALLAN STASCHKE
DANIEL JOSEPH BUZZANCA

Within 25 miles of Ivoryton, CT, Best Investors lists 128 registered investment advisory firms with 351 offices nearby, managing about $12.4T in combined regulatory AUM across 2,752,470 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 Ivoryton

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