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Best financial advisors in Middlebury, CT

Registered advisers within 25 miles of Middlebury, CT.

Offices
629
Firms
194
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,146,677 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
EAGLE CAPITAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
RONALD J. IANNUCCI CFP
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LIFEMARK SECURITIES CORP.

Investors

BARRY MICHITSCH
DAVID CHRISTOPHER MULHALL
WILLIAM HARVEY CONNER
FRANCESCA ANNETTA DEBONIS
MARTA NERIN
Lydia Taft
DAVID ROY BOUFFARD
Shaun W Scott
Coral Edmonds
Adam Swiger
EMILY JEAN SAVAGE
David Lee Burrus
Michael T Goralski
Zachary Thomas Brown
James Terry Wiederholt
Maxwell Gebauer
Althea Mae Mortensen
MICHAEL CHARLES RILEY
Stephen Harrington
David Martins
John Matthew Eimer
Klaus Martin Engstler
MICHAEL RALPH PELOSI
SUSAN FROIS
DAVID THOMAS SALUSTRO
Gregory Ernest Rufa
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
JAMES RICHARD ODONNELL
RONALD JOHN IANNUCCI
THOMAS W. MORAN
JEAN MARIA DELBUONO
John J Holmes
Hannah Jane Verdi
JAMES WILLIAM COLEMAN
Thomas Robert LaPointe
Zachary Verdi
RAMAN GROVER
TIFFANY MARIE LYGA
ANTONIO AMERICO CIOCCA
GREGORY THOMAS CIMMINO
JOSEPH LOUIS FERRY

Within 25 miles of Middlebury, CT, Best Investors lists 194 registered investment advisory firms with 629 offices nearby, managing about $15.4T in combined regulatory AUM across 3,146,677 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 Middlebury

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