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Best financial advisors in Lords Point, CT

Registered advisers within 25 miles of Lords Point, CT.

Offices
124
Firms
56
Combined AUM
$9.96T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,429,237 clients when Item 5C has a number
Avg / client
$4.10M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
DEWITT CAPITAL MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
VICUNA ADVISORS
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
SOUND INCOME STRATEGIES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CHARLES SCHWAB & CO., INC.
JANNEY MONTGOMERY SCOTT LLC

Investors

Lizabeth L Drega
MELISSA SUE DERRICK
ROBERT JOSEPH PATTEN
GAIL DEMICHIELL
ROBERT JOHN SARTORI
DAVID C VOLPE
ROBERT JOHN TASSONE
THOMAS DONALD WRIGHT
JOHN PAUL MORALES
PETER ELIOT BERGENDAHL
WILLIAM JOHN CANNING
ANTONIO THOMAS GIULIANI
BRENDA J AYERS
MARK CHRISTOPHER BENEDICT
Rebecca L Rice
Santino Funaro
Richard L Sullivan
Wayne Edward Devoe
JOSEPH R MARIANI
Richard MICHAEL Strickley
MELISSA JEAN MARR
DEREK SCOTT PIRRUCCELLO
Todd M O Donnell
Kathryn Gilmore
NICHOLAS STEPHEN BOSCO
SETH R PANUCCI
Raymond Mortali
Chloe Cahill
Matthew Carney
Cathy A Frausini
JACQUELIN M ROSSI
THOMAS JOHN MCBRIDE
KARIANN WALKER
NISHANT SAHOO
JAMES ALLEN NOONAN
David Schrage
CHRISTOPHER LEE HOLLOWAY
Brandi L Harrington
Dominic Joseph Carfora
DWAYNE CEDRIC STALLINGS
RICHARD DENNIS DICKINSON
JULIE SPARROW
SETH JOHN BURZYCKI
BRIAN ANTHONY BISHOP
TREVOR ANDERSON
JOAN MARIE COLEMAN
LISA JANE FRATONI
KRISTINE ELLEN ROBERTS
KATHLEEN ANN MONTANO
ALAN JOSEPH SYLVESTRE
CAROLINE WALL
HEATHER MICHELLE BRISSETTE
MATTHEW HARRISON SPRING
MICHELE JEANNE TRINKS
CLARK JOHNSON STURTEVANT
DANIEL STEPHEN SPRING
Cliff Anderson
THOMAS EDWARD ROBARGE
MICHAEL CHARLES MONDELLO
Ryan Joelson
Silviya Ivanova Cassar
JASON CERNIGLIA
Owen Scott ODonnell
NICHOLAS P MOURA
CLARE ELIZABETH SHERIDAN
LINDA JEAN LEE
CRAIG ROBERT KOEHLER
JAMES MATTHEW FLYNN
Maurice Jack Nelligan
NANCY K HOLSTEIN
Leah Anne Goldenthal
Raquel Edith Torres
DAVID BRUCE TOPKIN
RUSSEL WALTON BURGESS
BRYAN A RODGERS
Glenn Albert Hamler
BARRY JOSEPH SALUK
MONTGOMERY CHASE BRADLEY
GARRETT D HOFER
PATRICIA MARIE GRADY
JARED WILLIAM BLOXSOM
MANLY KOJI CHURCH
Matthew David O'Brien
JUSTIN Andrew STAUB
SHANE FRANCIS O'BRIEN
FREDERICK CHARLES LEONARD
Samuel E. Greenfield
Samuel E Kuzu
FREDERICK CHARLES LEONARD
LISA M CAYER
LELAND DAVID WILCOX

Within 25 miles of Lords Point, CT, Best Investors lists 56 registered investment advisory firms with 124 offices nearby, managing about $9.96T in combined regulatory AUM across 2,429,237 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 Lords Point

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM