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Best financial advisors in Marion, CT

Registered advisers within 25 miles of Marion, CT.

Offices
858
Firms
279
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,153,254 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

CREATIVEONE WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARTER OAK ASSET MANAGEMENT, INC.
EQUITABLE ADVISORS, LLC
MASSUCCI & ASSOCIATES
FCIG WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
FARMINGBURY FINANCIAL SERVICES, LLC

Investors

Ethan Robert Medling
STEVEN PAUL CHOQUETTE
Daniel William Kopf
DONALD JOSEPH CIAMPI
STEVEN FAZO
JOSHUA MICHAEL BRODER
PAUL ALLEN BORTNICK
JUSTIN ZACHARY KNICKERBOCKER
David Paul Dinatali
JOSEPH JOHN STANGO
MICHAEL JOHN LEONE
GREGG MITCHELL KARAL
ROBERT STEPHEN MALIK
RICHARD JEFFREY LEUKART
JEFFREY VINCENT DESMARAIS
JEREMY P BUSA
DANIEL FRANCIS MASSUCCI
Kade Huang-Savino
Emily Elizabeth Solomon
MARC A LENNON
Emily Reed Normandin
Matthew Coviello
JESSICA ISABEL Grillo
Dante Egidio
DANIELLE F HOULE
ROBERT PATRICK HOYNES
Timothy C Hoynes
Nitung Liao
Patricia Gugliotti
MARK EDWARD SHUMILLA
VINCENT CARL FEIJOO
AARON HENRY SEHL
MICHELE LEE MOLITOR
THOMAS JAMES DILLON
Alexander Theodore Parkos
ELIZABETH BROOKS Ingriselli
ADRIAN ANTHONY ANDREOTTA
MICHAEL CHRISTOPHER LUDWIN
STEFANO PAUL CACCIOLA
PATRICK WILLIAM NAUGHTON
AARON SCHROEDER

Within 25 miles of Marion, CT, Best Investors lists 279 registered investment advisory firms with 858 offices nearby, managing about $17.0T in combined regulatory AUM across 3,153,254 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 Marion

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM