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Best financial advisors in Marlboro, CT

Registered advisers within 25 miles of Marlboro, CT.

Offices
638
Firms
229
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,601 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JEFFREY N. MEHLER, CFP LLC
LPL FINANCIAL LLC
ESSEX FINANCIAL SERVICES, INC.
KEY INVESTMENT SERVICES LLC
PRIME CAPITAL FINANCIAL
CETERA INVESTMENT ADVISERS LLC
SUCCESSFUL WEALTH STRATEGIES, LLC
EDWARD JONES
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
NAVIGATOR FINANCIAL LLC
CWM, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Michael Richard Ciccarelli
MICHAEL LAWRENCE WALSH
JEFFREY NAT MEHLER
EMILY REBEKAH WOOD
PAUL CHERANSKY
KEVIN DANIELS
SCOTT ALLAN KEARNS
ZACHARY L DANIELS
Anthony Joseph Fortuna
James Michael Sullivan
Elizabeth Antoinette Haas
ROBERT M GIRVIN
ANTHONY JOSEPH VOCALINA
Michael R LaRiviere
Lisa B McMinn
Cherish Lyn Genova
KEVIN JOSEPH LOOBY
Julie Belknap Bauman
Robert J. Marcinek
JEFFREY WENDELL JONES
NICHOLAS LUKE NAUMANN
Kristin Elizabeth Green
William Michael Tait
Charles Robert Cumello
David Francis LaMay
Nancy Stillman
STEPHEN WORTH BATES
Courtney Hughes Walsh
William Timothy Furgueson
SUSAN K ROTH
KEVIN JOSEPH NOLAN
DAVE RICHARD DELFINO
Gabriel M Flugrad
Jeffrey Kohl Ludka
DAVID CUMMINGS DONALDSON
Claens Bon
GEORGE Francis HUGHES
LORI M SIMONCELLI
Michael Charles Samoska
CHRISTIAN ROBERT TOMPKINS
FRANCOIS PATRIK MARQUIS
ELENA V. GOMELAURI
JASON MICHAEL TUTIN
Chase P Beloin
BRENDAN JOHN KENNY
CARLOS EMMANUEL SALMON
DAVID ROBERT GIBBS
ADAM K KANELL MANGS
Robin J DiNicola
Larrat leRoi Williams
ANN MARIE OCONE
Liam Joseph Wallace
Matthew Carreras
CHRISTOPHER MICHAEL LEE
CHRISTOPHER WILLIAM BEALE
DARREN M TAPLEY
STEVEN SALVATOR WEDEGIS
Alexis Ruth Karn
Liam Quintin Smith
ROBERT ALAN KARN
JEFFREY PAUL COUZENS
JAMES E COUZENS
Joan L Suski
Michael Jonathan Woolfolk
William R Hooper
David W Waldo
NICOLE A FALCIANO
Anthony N DeGrandi
HEATHER L HATCH
WILLIAM TODD CLARK
BRIAN FRANCIS KELAHER
HAYRIYE GUL ASLAN
Sean Patrick Navin
Tyra NELSON Ellison
Jonathan EDWARD Johnson
NATHANAEL LEVEILLE
Joseph Hooper
Peter WHITNEY Murphy
John B King
HYMAN NOAH GLASMAN
Marilyn Gay Zarkos

Within 25 miles of Marlboro, CT, Best Investors lists 229 registered investment advisory firms with 638 offices nearby, managing about $16.1T in combined regulatory AUM across 3,148,601 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 Marlboro

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