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Best financial advisors in North Branford, CT

Registered advisers within 25 miles of North Branford, CT.

Offices
533
Firms
172
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,771,421 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

VANDERBILT ADVISORY SERVICES
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUMMIT PLANNING GROUP, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PROMESA CAPITAL LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MIDNIGHT OIL COLLECTIVE INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PGIM INVESTMENTS LLC

Investors

WILLIAM PAUL FAUZIO
DANIEL ASIEDU
DATARAM NARAIN
DIEGO LUIS ARBELAEZ-DONCEL
RALPH ANTONIO MINICHINO
BENJAMIN VINCENT ONOFRIO
JAY WILLIAM PINTO
FRANK JOSEPH NAVARIO
CHARLES DAVID KONCZ
BRIAN VINCENT ONOFRIO
KENNETH STEVEN SPITZBARD
MICKEY S GOLDBERG
THOMAS J JOSEPH MADIGAN
Matthew Conroy Fleming
CHRISTOPHER LEE JOHNSON
Daniel Kikosicki
LOGAN J REED
JAMES ENGLISH
BRETT DANIEL DOLAN
KENNETH W. CARONE
CHARLES GILBERT KUNZELMAN
AMIE ELISABETH BROWER
MARK JOSEPH WHITE
MICHAEL TAVERNER
Christian Loban
SCOTT ALLEN STASCHKE
WAYNE ALLAN STASCHKE
DANIEL JOSEPH BUZZANCA
LUCAS ANDREW MAINIERO
MARK ANDREW FEZZA
Zachary Lee Racow
raymond w butti

Within 25 miles of North Branford, CT, Best Investors lists 172 registered investment advisory firms with 533 offices nearby, managing about $13.7T in combined regulatory AUM across 2,771,421 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 North Branford

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