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Best financial advisors in Lake Garda, CT

Registered advisers within 25 miles of Lake Garda, CT.

Offices
694
Firms
231
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,157,356 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
CONNING, INC.
GOODWIN CAPITAL ADVISERS, INC.
CONNING INVESTMENT PRODUCTS, INC.
HALOFUND ADVISORS LLC
RBC CAPITAL MARKETS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FOUNDERS CAPITAL MANAGEMENT, LLC
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC
FARMINGBURY FINANCIAL SERVICES, LLC
HFM WEALTH MANAGEMENT
OSAIC INSTITUTIONS, INC.
LIFELINE FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JEFFREY VINCENT DESMARAIS
JEREMY P BUSA
ROBERT STEDMAN PEARCE
David Andrew Capozza
ROBERT DANIEL MOQUIN
STEFANIE MARIE MILLS
Dean Rocco Calderoni
JAMES JAY GOLDMAN
KEVIN MICHAEL O'SHEA
JASON FRANCIS RUIMERMAN
MARK ERIC MONROE
ALI BRANCATI
DAVID JAMES JORGENSEN
John Leonard
CHRISTIAN GARY LOFFREDO
AARON MICHAEL SCOTT
RACHEL DENISE SORRENTINO
Tsvetelina Sasheva Dean
COREY M CARON
Ted Patrick Terrion
HOWARD ELLIOT CASE
PATRICK ALAN TERRION
Anna Case
ANDREW ARMOUR BASSOCK
Michael Aram DeCorleto
CHAD CHARLES CZERWINSKI
PAUL JAMES LEEMING
ANDREW ROY WORTHINGTON
ASHLEY ROBERT MARTELLA
ROBIN DEMITRIUS ANDERSON
PETER KEN KONG
DOUGLAS JOHN DOMIAN
James Bockstahler
WILLIAM JAMES GRECO
MARTIN PATRICK KEARNS
GABRIEL D'AMICA
PATRICIA M MORYTKO
STEPHEN EVERETT ROTONDO
STEVEN JOHN GRECO
GREG FITZGERALD MENDOZA
ROBERT NICK CUSANO
VICKI LYNN THOMAS
RYAN SHIBLES BAGLEY
MATTHEW J BRAGG
THOMAS EDWARD HUMPHREYS
SCOTT BLAKE MINTZ
DAVID C SACHARKO
JANE P PAGE
JESSE G. FABLE
Ina A Goldschmidt
CRYSTAL DAWN LEPPO
SHARON LEIGH ALLEMAN
ARANZAZU SUAREZ GONZALEZ
DAVID JAMES FASI
KENT ELLIOT BYRD
Erika Martinez
Duane Blische
Nicole King
Sergio Maffettone
David Michael Stanco
Spencer D Barry
Kenneth Adrian Rios
Gabrielle Finn
Julio David Hernandez Achury
Eric Brereton Young
Nicholas Stavros Nalbatian
BRIAN Thomas TOMASKA
PAULA M. ROSE
Maureen C Keating
JASON FARKAS
MATTHEW SCOTT TASHJIAN
SCOTT THOMAS TIMKO
NILE CHRISTOPHER PULLIN
PAUL DAVID SAPIRO
CECILIA BETTENCOURT
TAWANA ANDERSON
ROBERT STEVEN JERMINE
MICHAEL ANTHONY LUSARDI
KYLE VINCENT ROSS
STEPHEN PATRICK KANE
DANTE LORENZO AMBROGIO
Katelyn Tanner Greco Lycksell
MATTHEW RICHARD MARDIROSIAN
CARLY FLANAGAN
Lillian Gallagher Johnston
GERALD BUTLER DUBEY
JAMES F FASI
George Smith Woodman Pratt
DAVID KEITH ELLOVICH
Brandon Leigh Burleigh
Garrett Craig Roberts
DAN I OLSON
PAUL WILLIAM HOLJES
Allen Edward Dunahoo
ALEXANDER BERND OVERKAMP
AARON SCHROEDER
ERIC BRUCE ANDERSON
RAFAEL DARIO QUIROS
WILLIAM STEELE COE
JOHN ALFONSE PORRIELLO
Mathew Harold Martin
Djordje Radujko
KENNETH BRUCE CHASE
ROBERT PATRICK CARROLL
RICHARD JOHN HOWELL
DEAN EDWARD LAPRADE
MATTHEW TYO
LUKE PRESCOTT MARINO
Melia Bopha Chung
JUSTIN TYLER PEREZ
ELLIOT ALEXANDER GARCIA
WESLEY JAMES JOHNSON
TRAVIS WORTH MEYERS
RICHARD COOLEY RISLEY
Thomas Louis Grilli
DANIEL STERLING TARBELL
Cory Bradley
JEFFREY SCOTT BENAITIS
LAURA LEE FISH-KELLY

Within 25 miles of Lake Garda, CT, Best Investors lists 231 registered investment advisory firms with 694 offices nearby, managing about $16.2T in combined regulatory AUM across 3,157,356 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 Lake Garda

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM