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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

SOUND PORTFOLIO ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
LANSDOWNE WEALTH MANAGEMENT, LLC
EDWARD JONES
WASHINGTON TRUST ADVISORS
MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
PROFESSIONAL PLANNING GROUP
FIRST FINANCIAL ADVISORY SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NAPATREE CAPITAL LLC
BRADLEY FOSTER & SARGENT INC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FENWAY PARTNERS, LLC

Investors

BRYAN JAMES WATTS
THEODORE LEE PARKER
ROBERT RUSSELL FRADETTE
ALI ROBERT DABIRI
Mitchell R LaFlam
JENNIFER LYNN EASTBOURNE
JAMES PATRICK CLANCY
ANN LUCY HERRERO
ROBERT C HENDERSON
Reuben Laurence Woods
Joshua Robert Madden
ROBIN ALEXANDRA LAKEY-WHITE
James Edward Bates
Dana Kopp
James Maynard
STEPHEN CHARLES POPLASKI
AARON PLEAU WADE
Larry Matthew Henderson
MAURA ROSE LAUDONE
PHILIP MARTIN OVERTON
TODD JOSEPH WOKOSKE
BRYAN DAVID PITNEY
David Gabriel Aballo
PATRICK JOSEPH CONNELLY
ERIC MATTHEW WILSON
PETER CLEGG WALLACE
CHRISTOPHER GILMAN WALLACE
ANDREA MICHELLE SPIETH
MATTHEW JOSEPH CUNNINGHAM
PETER BRIAN ROBINSON
Neil Scott Anthes
Thomas Vincent Minuto
GERALDINE BUTERA CUNNINGHAM
AARON MICHAEL SIMMONS
MICHAEL DOMINICK MOSES
MATTHEW RUSSELL LANDON
JEFFREY MICHAEL LIGUORI
WAYNE ALLAN LAGASSE
RICHIA LYNN ALLEN
Kathleen M Walsh
Theresa Daly
Thomas Gardiner
Leah Ann Gardiner

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