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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

KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
LPL FINANCIAL LLC
NARROW PATH GUIDANCE, LLC
CITIZENS SECURITIES, INC.
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
RMP INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC

Investors

KENT DAVID ZAHNER
GARY PHILLIP RUCHIN
John Joseph Tierney
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
THOMAS MICHAEL NEMET
RAYMOND JOHN SERRA
YALDEZ ABDEL SAMED
WILLIAM GEORGE DOBBINS
Jeanne Marie Nuhfer
Joseph Zambo
SEAN MICHAEL GILLIGAN
DANIEL TUCKER FINN
MARK EDWARDS
ERIC VINCENT EDWARDS
ARTHUR J KELLEHER
DEAN MATTHEW AITA
JAY ADAM RUBMAN
DEREK CARL MEADE
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
JO ANN WALK
MATTHEW ROBERT STINSON
Michael Louis Massa
KURT ALBERT LENZ
MARK MASSA
RYAN JOSHUA PEARL
STUART ARTHUR PEARL

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