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Best financial advisors in Newtown, CT

Registered advisers within 25 miles of Newtown, CT.

Offices
843
Firms
384
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,834,177 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

RISKIN WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALLSTATE FINANCIAL ADVISORS, LLC
MAGNOLIA PRIVATE WEALTH, LLC
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
PROSPERITY CAPITAL ADVISORS
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
DONALDSON FINANCIAL WELLNESS NETWORK, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Ross Anthony Riskin
Raquel Torres
PETER JAMES STOCKWELL
NOAH DARROW SCHWARTZ
Bryan Roth
Samuel S Kingston
DOMINICK DAVID SANTORO
MICHAEL ANGELO FRASCIONE
Thomas Joseph Lucas
Imad Afiouni
Luke Robichaud
CARY LARUE KORTZE
JOHN WALTER KORTZE
JAMES GREGORY WALLACE
STEPHEN PARKER NITZ
TIMOTHY JOSEPH HAAS
JAMES PATRICK KENNING
ROBERT TERENCE TINKLER
WILLIAM JAMES CASO
WILLIAM DONALD DONALDSON
KEVIN ANDREW KENNEDY
LYNN CAROL DILLEY
GEORGE SCHOTT
Brian Tabanski
JOSEPH HENRY KABULIS
CAROL UPTON CRAIN
RALPH FRANCIS SGAMMATO
Sandi Richards Forman
CHARLES GERALD HICKEY
JAMES T CLIFFORD
GREGORY LYDELL ASHE
MICHAEL JOHN CSONTOS
THOMAS JOEL LOFTIN
WILLIAM JOHN MITCHELL
CHRISTOPHER J HOWARD
SCOTT SEBASTIAN MITCHELL
FRANK JOSEPH GAVEL
Peter Mars Arnold
CHARLES DICK MEADE

Within 25 miles of Newtown, CT, Best Investors lists 384 registered investment advisory firms with 843 offices nearby, managing about $17.9T in combined regulatory AUM across 2,834,177 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 Newtown

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM