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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

INTEGRATED WEALTH CONCEPTS LLC
JABEZ FINANCIAL, LLC
CITIZENS SECURITIES, INC.
MML INVESTORS SERVICES, LLC
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THAMES FINANCIAL MANAGEMENT
COMPASS ROSE STRATEGIC PARTNERS LLC
ROSE CITY CAPITAL MANAGEMENT, LLC
BREACHWAY INVESTMENTS, LLC
OSAIC WEALTH, INC.

Investors

CHRISTOPHER PAUL ALDRICH
AUSTIN CONCASCIA
THEODORE JOHN SCHAAF
LORI MANSFIELD CHRISTENSEN
DANIEL ROBERT DUNN
CHARLES VICTOR ROUSSEAU
MARC LOWE
RODERICK IAIN DUXBURY
JOANNE MCKEAN MORTON
THOMAS JAMES DITTMEIER
STEVEN SALVATOR WEDEGIS
David Robert Cikatz
Devin S Rajza
Shawn Peter Juenger
JODY SAGE JORDAN
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
BEAT RYFF
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
Keith David Noyes
Joseph P Curran
DANIEL JAMES ESTES
JEFFREY D CASALE
DOUGLAS EDWARD HOWES

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