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Best financial advisors in North Grosvendale, CT

Registered advisers within 25 miles of North Grosvendale, CT.

Offices
194
Firms
72
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.73M
1,734,353 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

MWA FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES
HORACE MANN INVESTORS, INC.
MCCURDY & ANDREW INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
WESTCOTT INVESTMENT ADVISORS LLC
KEY INVESTMENT SERVICES LLC

Investors

JAMES MICHAEL THOMPSON
JUSTIN RYAN BROUILLARD
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
Tanner Jacob Sargent
LEISL LISSFELT LANGEVIN
Holly Wanegar
LOGAN Dorey LUM
LAURENCE NEWTON HALE
JAMES ALLEN ZAHANSKY
Jonathan Mathews
NICHOLAS KENNETH OLSON
Brandon David Koehler
ALEESHA K. GRAHAM
DENISE MEDAGLIA
JOHN PAUL BERNIER
Francis Randall
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
RAYMOND RONALD PERRY
Cara Holland
Kartik Trivedi
JOSEPH JOHN SZELA
JOHN ARTHUR OLSON
JEFFREY NATHAN LARROW
DENNIS ADOLPHE MCCURDY
Lindsey D Andrew
AMY HILDA Kiley
Michael James Halloran
CHRISTOPHER J MALLON
KEVIN C OUTLAND
JOHN THOMAS JAWOR
James Patrick McNamara
Christopher O'Connor
GARY WAYNE PELOQUIN
Owen M Doremus
Dennis Antonopoulos
Jamie DeCaire
Trevor Nielsen

Within 25 miles of North Grosvendale, CT, Best Investors lists 72 registered investment advisory firms with 194 offices nearby, managing about $10.8T in combined regulatory AUM across 1,734,353 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 Grosvendale

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM