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Best financial advisors in New Fairfield, CT

Registered advisers within 25 miles of New Fairfield, CT.

Offices
537
Firms
243
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,783,137 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
WESTMINSTER FINANCIAL ADVISORY CORP
EQUITABLE ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
SHEPHERD KAPLAN LLC
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

KENNETH CHRISTOPHER LINDNER
Kenneth Peter Harper
DAVID S. LONG
JOHN LANE OBRIEN
MATTHEW CHRISTOPHER SHERMAN
RONALD JOSEPH MOLLES
MICHELLE TROEST MCGUIRE
Robert F O'Donnell
Helen Susan Curtin
MACKENZIE ALEX KUSCH
FREDERICK ANTON LANDWEHR
Ivan Shiffman
CHRISTOPHER LOUIS DURSI
Vincent Michael Camarota
JOSE MIGUEL DIAZ
Pamela Ciccone
Ian Joshua Calle
Richard Sica
Nicholas Centopani
SHARON MICHELLE VAUPEN
JOSEPH A ARMISTO
Thomas Shay Cole
NICOLE A TUROSKY
JOHN PHILLIP DEZZUTTI
ALEXANDER LEONARD FREDERICKS
Taylor Benjamen Flotre
Ryan William Sondak
WILLIAM ARTHUR RASMUSSEN
DEBORAH ANN TATA
JOSEPH J TAYLOR
JEFFREY ARTHUR FLORIO
JOHN WELDON DURKIN
PATRICE BORGESE
EDWIN COOPER GRISWOLD

Within 25 miles of New Fairfield, CT, Best Investors lists 243 registered investment advisory firms with 537 offices nearby, managing about $13.8T in combined regulatory AUM across 2,783,137 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 New Fairfield

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