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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

ST. GERMAIN INVESTMENT MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ZENITH INVESTMENT MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
IBN FINANCIAL SERVICES, INC.
CREATIVE FUNDING CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

SYLVIA MENDOZA CALLAN
MICHAEL ROBERT MATTY
Richard Raymond Bleser
Tatyana Shut
David Francis Modzelewski
Angelo Samuel Fiore
Laura Ann Delmolino
TIMOTHY WALLACE SUFFISH
POLLY WHITE CORDLE
PATRICIA MAE Matty
THADDEUS STEVENS WELCH
Siobhan G Matty
Kelly P Selkirk
Steven James Tynan
Ava Claire Cariddi
PAUL JOSEPH MARCHESE
MATTHEW ROBERT FARKAS
CHRISTINE M ANDRZEJEWSKI
JOSHUA DAVID BEDELL
Brendan Roberts
MAURICE STEVEN BOWERMAN
LAURA MARIE BOVINO
TANYA LYNNE HAAS
Jason Irwin
Dennis C Morin
CHRISTOPHER BOOTH MILNE
Debbra M Gorczycki
Shawn Alexander Torres
DAVID FRANK FERNANDES
TRAN NGUYEN TRAN
CURTISS RAY SMITH
JENNA RACHEL FIORE
Mack J Hicklen
Jason Steven Hicklen
RICHARD ANDRE QUIRION
HARVEY DAVID SILVERMAN
MARY CYNTHIA MATTKE
EDWARD WILLIAM DEBAY
James Campbell
DAVID ANTHONY PETRUZZELLI
Patrick Dennis Sherman
PAUL RICHARD HIMMELSTEIN
STEVEN ELIOT HYMAN
RICARDO ROBERT DOSTIE, JR
Thomas Louis Grilli
DANIEL STERLING TARBELL
Cory Bradley
JEFFREY SCOTT BENAITIS
LAURA LEE FISH-KELLY
Nicholas Sal Calabrese
RICHARD JOSEPH VOGLER
ALFRED JOSEPH LOOMER

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