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Best financial advisors in Milford, CT

Registered advisers within 25 miles of Milford, CT.

Offices
913
Firms
383
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
2.86M
2,863,230 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
PRIME CAPITAL FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
WHARTON MIDMARKET INVESTMENT ADVISORS INC
FIRST ADVISORS NATIONAL, LLC
TD PRIVATE CLIENT WEALTH LLC
WRIGHT INVESTORS SERVICE INC

Investors

Philip Frank Ucci
Jacquelyn Smith
Thaddeus E. Smith
Pingan Geng
Brian Patrick Flanagan
MARIO DOMINIC BARTOLI
SANDRA LYNN ASSUNTO
David Pendleton
John Huber
MICHAEL JAMES DEL RE
ELIANA MARCELA SANCHEZ
TOMEKA SHANTAY ROBINSON
MARK RAYMOND TUTINO
Christina Nestor
ROBERTA LOUISE NESTOR
DWIGHT ANTHONY WILDMAN
Christopher N Durkin
WANDA T CARLSON
AMY LYNN FINO
NICOLE THERESA FORZANO
MATTHEW BARR
NICHOLAS JOHN AGRESTI
SKYLER ANN AGRESTI
MARC JL AGRESTI
BRANDON JAMES GANNON
DOUGLAS PAUL HARRIGAN
KATHARINE ELIZABETH COPPOLA
JOHN ASHELFORD
JOHN ALLEN KUEHNLE
GRAY CLARK PECKHAM
MARK FRANCIS MOYHER

Within 25 miles of Milford, CT, Best Investors lists 383 registered investment advisory firms with 913 offices nearby, managing about $16.0T in combined regulatory AUM across 2,863,230 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 Milford

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM