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Best financial advisors in Melrose, CT

Registered advisers within 25 miles of Melrose, CT.

Offices
663
Firms
218
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,147,306 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

FREEDOM INVESTMENT MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GWN SECURITIES INC.
KEY INVESTMENT SERVICES LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ADVOCACY WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
ST. BERNARD FINANCIAL SERVICES, INC.

Investors

BRIAN EDWARD HAWLEY
JOHN ARTHUR O'CONNOR
DANIEL WILLIAM SNYDER
SCOTT KEVIN HAWLEY
Cristian O Irizarry
SEAN KEVIN REDDINGTON
JAMES R EAGAN
John Erik Zahner
David Michael McMahon
TODD EVAN BECKER
KENNETH RICHARD HUFFINE
Kelly Marie Outhuse
Jonathan Howard Brice
BRIAN M MCQUEENEY
BRIAN KENNETH MAROIS
CATHY WEBSTER PINARD
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
DEAN LEONARD SPADA
KEVIN MICHAEL SPADA
Patricio Ortiz
Alexander Goodkind
TIMOTHY JOHN DENEHY
JOSEPH EDWARD CAROLLO
CARY DWIGHT RUBMAN
SHANNON LEE HOTCHKISS
JOHN WILLIAM WELCH
Marlene Andrea Raffington Lambert
TRAN NGUYEN TRAN
Rica Nicolescu
Cristian Nicolescu
DENNIS L MORIN
JEFFREY C MORIN
Troy Jeffrey Morin
EDWARD STANLEY MYERS
Mark Barkasy
Matthew H Beggs
Alyssa Mary Rose Ranney
Cheryl D Ranney

Within 25 miles of Melrose, CT, Best Investors lists 218 registered investment advisory firms with 663 offices nearby, managing about $16.2T in combined regulatory AUM across 3,147,306 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 Melrose

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