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Best financial advisors in Lebanon, CT

Registered advisers within 25 miles of Lebanon, CT.

Offices
387
Firms
149
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,552,904 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
USI ADVISORS
USI SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
JANNEY MONTGOMERY SCOTT LLC
INTEGRATED WEALTH CONCEPTS LLC
CORNERSTONE PLANNING GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ALLIANCE, LLC.
SIGHTLINE WEALTH ADVISORS, LLC

Investors

TODD EVAN BECKER
KENNETH RICHARD HUFFINE
Kelly Marie Outhuse
Jonathan Howard Brice
BRIAN T BEDNARZ
Thomas DiFiore
Dhilan N Shah
MASON G NEURATH
Thomas Joesph Pompei
Sean Donovan
KEVIN KEITH CARRIERE
BROOKE S. HOURIGAN-BERTHOLF
Philip Michael Napolitano
MARC E MARKOVITZ
VASILIOS SAVAS HARALAMBOUS
LAYNE R MILLER
ELVIN SPAHO
JOSHUA BRENT HOWARTH
FELICIA J CARUCCI
STEVEN ROBERT DOLZANI
BRIAN EBERLE
BRIAN THOMAS PAQUETTE
JOSEPH M FOUNTAIN
MATHEW ROBERT DEGROFF
Xochil Ariela Rivera
Kevin Michael Stroiney
Derek Daniel Frame
Luke Grabowski
Nathan Allan Pierce
Nicholas Miguel Angel Oliveros-Pipkin
Nicholas Provost
Robert Streeter Mosley
JOSEPH MATHEW KAVUMPURATH
JOSEPH BOHDAN KOTULA
DANIEL JOSEPH CHAMPAGNE
JUSTIN THOMAS PODBIELSKI
Jacob Parent
Nicholas Dobie
Alice Desdemona Rha
Drew Michael Willson
Joseph Riley Coleman
Anthony Wright
Benjamin William Hyland
John Erik Zahner
David Michael McMahon
Daniel Robert Casella
STUART SELLARS WALLACE
JOSEPH MICHAEL MATTIA
DENISE M OBRIEN
JOSEPH FRANK DEROSA
BINDU MUKUNDRAY PATEL
CHRISTOPHER JOHN MARTIN
SARAH J BRUNO
CRYSTAL ANN HILL
Christina Re Yakaboski
KATHLEEN ANN SEBETKA
MICHAEL NMN WELZ
RYAN H BOUTWELL
DAVID LEON STIDGER
WILLIAM MICHAEL TREMKO
MICHAEL WILLIAM BARON
MICHAEL W WYMAN
JAMES ALAN CUTLER
RICARDO L RODRIGUEZ
Eric Matthew Sholberg
DAVID TYLER HINDERMANN
TEODORA KOMITOVA GRANT
DEREK JAMES BAILEY
DAVID MICHAEL BRISNEHAN
BRIAN KULIK
MARY CARTER SPENCER
Austin Webb Robinson
Alex W Cabe
BELLE REA PLATEROTI
Brandon Fox
BORIS MICHAEL NATYSHAK
PAUL WARREN DENU
Stuart Howard Herskowitz
BOB RAY CROSS
JONATHAN BLAIR ZEIGER
Pamela E Minish
PETER DANIEL WALKEY
MARVIN DEAVER
DOUGLAS JOHN LAMENDOLA
Matthew Jeffrey Arnoult
ALBA TEDONE
Ryan Michael Wimbush
SCOTT R WASKIEWICZ
Bruce Corcoran
STEPHEN LEE YEUNG
Elizabeth Marie Lopez
GERARD O DE LABRY
Brenda J Bachman
Brandon Nicholas Quanci
Terry Wayne Spencer
Michael Dennis O'Rourke
MICHAEL JASON HABERMANN
REBECCA JEAN HILINSKI
MELINDA MCDONALD ROBIDOUX
BRIAN PATRICK JORDAN
VINCENT James PIGATI
Jack Edward Ballinger
BLAKE Montgomery STEVENS
MATTHEW A SMITH
Griffin Zahariades
Terence P Donohue
JOSEPH JOHN GRITZER
Denise Rachelle Scher
Janet Lynn Mooney
NICHOLAS RYAN MOORE
Nicholas M Ricciardi
JOHN DAVID FITZGERALD
Wesley Whalen Davis
Kimberly J Wade
Dylan Evarts
AMY LYNN JOHNSTON
GREGG THOMAS MALERI
JONATHAN DOUGLAS INGALLS
MICHAEL BRADFORD SNOW
Michael Thomas Ihrke
William Francis Grant
Manuel A Negron
JOSEPH ENDA NOLAN
RICHARDSON COLT HENDEE
DANIEL FRANCIS DONATO
DOUGLAS MOSS VEILLETTE
Richard R Mc Mahon
FRANCES ANN GUERRETTE
SCOTT WHITEMAN REED
Yolanta Margaret Rondinelli
RICHARD THOMAS MULLANEY
LEO FRANK PALLIARDI
FRANK PAUL ZOCCO
JOHN RAYMOND LANDRY
STEVEN MARK MARANTZ
SEAN PATRICK ALLEN
Steven P Hahn
KEITH ALBERT
MICHAEL MANUEL NUNES DOMINGOS
MATTHEW CLARK COUZENS
Timothy Joseph Brunson
JENNIFER MAE FISSETTE
EVAN THOMAS GILCHREST
REBECCA DOTSON
NICHOLAS FELICE RUSSILLO
JAMES POLINER
CHRISTOPHER RYAN MACPHERSON
CHRISTOPHER MICHAEL PETERS
SHARLAND BAKER
Troy Gerard Russillo
Benjamin Howard Halter
Samuel Johnson
Jeffrey Louis Bradanini
BRIAN HALTER
Marilyn Tina Mantziaris
MATTHEW NEAL LOITZ
Matthew A Trevethan
TIMOTHY JOSEPH SULLIVAN
KENNETH FRANK SARPU
Peter Kurt Heger
PAUL EDWARD SULLIVAN
EILEEN MARIE KEEGAN
JENNA RACHEL FIORE
Alexander Laureano
JEFFREY EDWARD COWLING
CHRISTOPHER ANDREW FLETCHER
MARK DAVID CAVASINO
STEPHEN MATTHEW JOYNER
DAVID CHARLES GRIMALDI
James Andrew Allen
JAMES NATHANIEL MEEHAN
ZACHARY W TRACEY
ARTHUR BLAND SULLIVAN
JENNIFER PALMER WHEATLEY
ZACHARY DAVID MEYER
James Thomas Beyer
ROBERT MICHAEL GRENUS
Mark Michna
WILLIAM EDWARD DUVALL
MARK JOSEPH STEFFEN
STEFAN ALEXANDER PELLISH
Matthew C Gross
DARRELL EUGENE FOX
STEVEN H DEGRAFF
KEVIN STEVEN MORIN
Mark Wingfield

Within 25 miles of Lebanon, CT, Best Investors lists 149 registered investment advisory firms with 387 offices nearby, managing about $12.3T in combined regulatory AUM across 2,552,904 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 Lebanon

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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