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Best financial advisors in Monroe, CT

Registered advisers within 25 miles of Monroe, CT.

Offices
876
Firms
397
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,832,740 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

DUNBAR ASSOCIATES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SLADEK & WITEK, LLP
DONALDSON FINANCIAL WELLNESS NETWORK, LLC
AMERITAS ADVISORY SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
PROSPERITY CAPITAL ADVISORS

Investors

KEITH CUOMO
ROBERT George DUNBAR
MICHELE KRISTINE DUNBAR
MARY KAY HERMANN
ABEL ANDRES RAMOS
ASHISH VERMA
ROBERT TODD DALY
JANE-ELLEN PORTER-STEFANOWICZ
JOHN ANTHONY CULHANE
JENNIFER NICOLE DRANEY
Christopher Lineberger
JAMES AGOSTISI
CHRISTIAN MICHAEL MORGAN
IRA TABER
Jeffrey Allan Spiewak
GENE BORCHETTA
Achyuta S Nidadavolu
CRAIG LOUIS MEADOWS
JOSEPH NORBERT SLADEK
JOHN STEVEN WITEK
WILLIAM DONALD DONALDSON
ANTHONY SALVATORE SOCCI
WESLEY MARTIN PRESLAR
STEPHEN NICHOLAS SAYEGH
ERIN MURPHY CANDLER
PAUL SUSANA
JOHN JOSEPH SCINTO
TIMOTHY JOSEPH HAAS

Within 25 miles of Monroe, CT, Best Investors lists 397 registered investment advisory firms with 876 offices nearby, managing about $16.0T in combined regulatory AUM across 2,832,740 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 Monroe

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