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Best financial advisors in Lakeville, CT

Registered advisers within 25 miles of Lakeville, CT.

Offices
53
Firms
34
Combined AUM
$5.03T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,008,210 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

MAIN STREET RESEARCH LLC
OPPENHEIMER + CLOSE, LLC
EIA INVESTMENTS LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HANSEATIC CORPORATION
SEAHORSE FINANCIAL ADVISERS INC.
TABLEAUX WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
BERKSHIRE MONEY MANAGEMENT, INC.
RBC CAPITAL MARKETS, LLC
ROCKINGSTONE ADVISORS
MML INVESTORS SERVICES, LLC

Investors

HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
PHILIP VICTOR OPPENHEIMER
ANTHONY ARTHUR COLLINS
SANDRA CERQUEIRA
WARREN MICHAEL COHEN
JOHN DEVIN HEITZMAN
WILLIAM GEORGE DOBBINS
Kimberly Barnett
MICHELE DIANE PRLICH
KATHERINE JANE REISFELD
EDVARD JORGENSEN
GARY ELLIOT MARTINELLI
Luke Farrell Delorme
Joseph Richard Polidoro
MATTHEW SAMUEL CHESTER
Bryce Edward Schuler
Daniel Gerald Morin
MARK JOSEPH DE CELLE
Courtney A Boudreau
SHERRY LEE DE CELLE
JASON THOMAS FREE
Holly Kathleen Simeone
TERRENCE WILLIAM WEBB
JESSICA MANSFIELD MORRIS
STACIE WEINER
ERIC RICHARD KATZMAN
COLIN HAMILTON SMITH

Within 25 miles of Lakeville, CT, Best Investors lists 34 registered investment advisory firms with 53 offices nearby, managing about $5.03T in combined regulatory AUM across 1,008,210 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 Lakeville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM