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Best financial advisors in Niantic, CT

Registered advisers within 25 miles of Niantic, CT.

Offices
218
Firms
96
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.48M
2,475,010 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BANKERS LIFE ADVISORY SERVICES, INC.
TUMOLO WEALTH MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
COMPASS ROSE STRATEGIC PARTNERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
CITIZENS SECURITIES, INC.
MML INVESTORS SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

Jesse Lukas Perrault
Richard A LaSaracina
Stanley Edward Kesilewski
Kevin Michael Agan
Jonas Alina Regondola
Miles Reid Joyner
Nicholas Robert Holmes
MARK LEHMAN BOBRUFF
BRITTNI REHG OXENDINE
Nicholas Daniel Tumolo
KENNETH DANIEL TUMOLO
Joshua Morton
DANIEL JOHN HEFFERNAN
Jacob Aaron Alonzo
STEVEN M DRACZYNSKI
BRENT CHRISTOPHER EUGENIDES
KIM ELIZABETH WAWRZYNOWICZ
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
David Robert Cikatz
Devin S Rajza
THOMAS JAMES DITTMEIER
RODERICK IAIN DUXBURY
MARC LOWE
THEODORE JOHN SCHAAF
LORI MANSFIELD CHRISTENSEN
DANIEL ROBERT DUNN
CHARLES VICTOR ROUSSEAU
William Theodore Beyer
CHRISTOPHER PAUL ALDRICH
THOMAS MICHAEL BURROWS
JOANNE MCKEAN MORTON
JOSEPH NATHAN MARKIM

Within 25 miles of Niantic, CT, Best Investors lists 96 registered investment advisory firms with 218 offices nearby, managing about $12.8T in combined regulatory AUM across 2,475,010 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 Niantic

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