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Best financial advisors in Litchfield, CT

Registered advisers within 25 miles of Litchfield, CT.

Offices
297
Firms
106
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.62M
2,615,182 clients when Item 5C has a number
Avg / client
$4.08M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
SANCTUARY ADVISORS, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
FARMINGBURY FINANCIAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
ONEAMERICA SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

EMILY ANNE BURR
Francis Gallo
JASON M CASTALDI
ZAKARY CIANCIOLO
Maximo Trama
EVAN CENTOPANI
PAUL JOSEPH MARIANO
David Richardson
Michael Rourke Burke
Matthew Stillwell Traub
Gordon Anthony Brown
JENNIFER DEXTER DIPIETRO
EMILY SUI-LING MEDREK
HEATHER A. HEPBURN
DAVID JOSEPH COPPOLA
Chelsea Anne Le Moine
MARGARET GUZMAN
MICHAEL CHARLES RILEY
KEVIN GERARD SMITH
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
AARON SCHROEDER
ELLEN MISURA CAPONE
JOSEPH IRIZARRY
ROBERT LATHAM TAYLOR
ANDREW DONALD MCALLISTER
RICHARD JAY RUSTIC
KAROL KAY MCALLISTER
John E Schwaikert
Harold W Smith
Theodore E De Giacomo
JORGE DIAS
JAMES HENRY ATKINSON
MICHAEL ALAN MARTIN
Steven D Sax
JOAN A BUONOCORE
Jennifer L Cremin
SUZANNE C MACERO
JOHN JOSEPH DELEO
NICHOLAS V MICELI
Matthew Shay Cole
MARY Christine GRAY
Christopher M Conto
RICHARD ARISMENDY FABIAN
CLARK E GILES
CHRISTOPHER JOHN SCUDDER
Nicholas J Drew
THOMAS A D'AVANZO
JANET E PARRY
GUY WILLIAM HOWARD
MARIO ANTHONY GIOVANNUCCI
LISA B SIMON
BENJAMIN AARON EDWARDS
COLIN MATTHEW BREWINGTON
Daniel L Bedard

Within 25 miles of Litchfield, CT, Best Investors lists 106 registered investment advisory firms with 297 offices nearby, managing about $10.7T in combined regulatory AUM across 2,615,182 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 Litchfield

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM