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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

LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
WESTMINSTER FINANCIAL ADVISORY CORP
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HERITAGE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERCER GLOBAL ADVISORS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Angelo Carlone
Alan Tuchmann
PAMELA ANNE GOLD
BARBARA TAYLOR-HATJE
STACY CORTEZ
GARY EDWIN GRAY
LELA BEGOVIC
Bryce A Metzger
Christian J Vargas
Seth Griffin Moran
SOPHIE SOBCZYNSKI STEVENS
JAMES ANTHONY ROONEY
CHRISTOPHER T PERRY
Brandon John Marinelli
KYLE W EGRESS
EMILY C PAGE
PHYLLIS FARLEY LONG
WILLIAM MICHAEL FORTE
GEOFFREY THOMAS SWANSON
JODIE KEVETOS MAMEDE
THOMAS JAMES ALDRICH
Albert Vincent Innarelli
Alana M Dubois
YAQARAH BATACH SAGE
Emily Christina Derikito
Devon E Kevetos
PATRICK WILLCUTTS
CAMMI OYABE HUCKMAN
GLENN THOMAS KARWIC
SHAWN MICHAEL MCCORMICK
MICHELLE MARIE LIEGL
RICHARD WILLIAM SINORADZKI
THOMAS WILLIAM FRUIN
THOMAS DONALD SULLIVAN
PATRICIA ANN ZAK
Marissa N Rivera
AMANDA J DIBBLE
ROBERT ANTHONY LARAIA
THOMAS XAVIER WALTON
MARC ADAM SACK
JAMES VINCENT BURNS
Christopher Jacob Dibble
MORRIS ANTHONY HILTON
Hunter James Pasqualini
RICHARD MATTHIEU MARCIANO
BRENDA LYNNE LARKIN
JAMES ANDREW BARONIAN
JOHN L DONOVAN
JOSHUA EDWARD DUNN
CHRISTOPHER F HALOTEK
LAUREN ANN GOTAY
STEVEN HARTMAN
Eric Gagne
ALEXANDER FLOYD OCHSE
WILLIAM C PRATHER
GLENN DAVID UFLAND
BENNET THOMAS THONAKKARAPARAYIL
Roain Lamar Saunders
DAVID SCOTT CHORNEY
PAUL BRIAN SCHATZ
Thomas Anthony Ranalli
JOSEPH BRUCE KINTSCHI
WANDA LEE SHORT
JOSEPH ANTHONY THORNTON
JAMES JOSEPH MC CABE
PAULA E COHEN
Craig W Dennis
Dashaun Maliek James
William Scot Little
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
CHRISTOPHER JOHN TESTA
DAVID OMERI
GUY WILLIAM HOWARD

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