Best financial advisors in Morris, CT

Registered advisers within 25 miles of Morris, CT.

Offices

335

Firms

113

Combined AUM

$9.92T

Firm-wide filings, not assets booked only here

Clients

2.60M

2,598,525 clients when Item 5C has a number

Avg / client

$3.82M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

725 BANTAM ROAD
BANTAM, CT 06750

CETERA INVESTMENT ADVISERS LLC

9 BRYAN HALL PLAZA
WASHINGTON DEPOT, CT 06794

CETERA INVESTMENT ADVISERS LLC

174 West Street Suite 113
Litchfield, CT 06759

SEQUOIA FINANCIAL GROUP, L.L.C.

33 West Street, Rear
Litchfield, CT 06759

OPPENHEIMER & CO. INC.

29 WEST STREET
LITCHFIELD, CT 06759

AMERIPRISE FINANCIAL SERVICES, LLC

7 North St Ste 12
Litchfield, CT 06759

LPL FINANCIAL LLC

712 MAIN STREET
WATERTOWN, CT 06795

BURNE FINANCIAL CONCEPTS, LLC

51 DEPOT STREET SUITE 105 B
WATERTOWN, CT 06795

EDWARD JONES

76 WATERTOWN RD SUITE 2E
THOMASTON, CT 06787

CETERA INVESTMENT ADVISERS LLC

54 HILLCREST AVE
WATERTOWN, CT 06795

OSAIC INSTITUTIONS, INC.

508 SOUTH MAIN STREET
THOMASTON, CT 06787

FISCAL WISDOM WEALTH MANAGEMENT LLC

226 S. Main St.
Thomaston, CT 06787

LPL FINANCIAL LLC

53 MAIN ST S #2
WOODBURY, CT 06798

WELLS FARGO CLEARING SERVICES, LLC

628 STRAITS TURNPIKE
WATERTOWN, CT 06795

10.1 miles away

OSAIC INSTITUTIONS, INC.

216 Davis Street Suite A
Oakville, CT 06779

10.2 miles away

RONALD J. IANNUCCI CFP

47 SHERMAN HILL ROAD SUITE B204
WOODBURY, CT 06798

10.3 miles away

OSAIC INSTITUTIONS, INC.

670 MAIN STREET SOUTH
WOODBURY, CT 06798

10.3 miles away

EDWARD JONES

20 SHERMAN HILL RD
WOODBURY, CT 06798

10.3 miles away

BARRON FINANCIAL GROUP, LLP

103 ALBERT STREET
TORRINGTON, CT 06790

10.5 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

55 MAIN ST
NEW MILFORD, CT 06776

10.8 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

OPPENHEIMER & CO. INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

BURNE FINANCIAL CONCEPTS, LLC

OSAIC INSTITUTIONS, INC.

FISCAL WISDOM WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

RONALD J. IANNUCCI CFP

BARRON FINANCIAL GROUP, LLP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Cailyn Paradise

DEAN MATTHEW AITA

MATTHEW PAUL KARPAS

ZACHARY ADAM CHERNUS

PAUL THEODORE CASALI

MARK ERIC TERNA

JAMES FRANCIS COMERFORD

Kimberly Lynn Saja

MARK RICHARD JONES

CANDICE CANDIKA POPE

Brianna Elizabeth Gambacini

EMILY JEAN SAVAGE

NATHANIEL FIELDS BURNE

James Alexander Zeller

ROBERT EUGENE BERG

WILLIAM STEELE COE

Allen Edward Dunahoo

ALEXANDER BERND OVERKAMP

Cody Richard St John

DAVID THOMAS SALUSTRO

THOMAS W. MORAN

JEAN MARIA DELBUONO

RONALD JOHN IANNUCCI

JOHN EDWARD SEAGRAVE

JAMES ALFRED THIBAULT

SANDRA LYNN THIBAULT

LOURDES N CARDENAS

Within 25 miles of Morris, CT, Best Investors lists 113 registered investment advisory firms with 335 offices nearby, managing about $9.92T in combined regulatory AUM across 2,598,525 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 Morris

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM