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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 ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
RONALD J. IANNUCCI CFP
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MOUNTAIN PASS PLANNING
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SHEHU ASSET MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
DUNBAR ASSOCIATES, LLC

Investors

Raymond John Passero
RAMAN GROVER
JOHN ANTHONY CULHANE
John J Holmes
Cody Richard St John
RONALD JOHN IANNUCCI
Lawrence Johnson
Hugo Emmanuel Guerra-Valdez
Attila Balla
Christopher Lineberger
JENNIFER NICOLE DRANEY
JAMES JOHN DEVICO
John Leigh
David W Murry
LYNN MEREDITH BRABAN
BRIAN EDWARD GAINE
MICHAEL WILLIAM BAKKER
WILLIAM ANTHONY DWYER
JOSEPH PILLOT
Sam Shehu
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
KEITH CUOMO
ROBERT George DUNBAR
MICHELE KRISTINE DUNBAR
John Michael D'Agostino
JAN WISE

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