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Best financial advisors in North Sterling, CT

Registered advisers within 25 miles of North Sterling, CT.

Offices
277
Firms
133
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,330,290 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
FCIG WEALTH MANAGEMENT, LLC
WESTCOTT INVESTMENT ADVISORS LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
HORACE MANN INVESTORS, INC.
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
INTEGRATED WEALTH CONCEPTS LLC
PFS INVESTMENTS INC.

Investors

TOMASZ EDWARD KOSEK
RYAN P BOUCHARD
WILLIAM MARTIN GILMORE
Daniel Charles Massucci
Daniel Peter DiClementi
GARY WAYNE PELOQUIN
Owen M Doremus
Holland M Rajaniemi
JEFFREY NATHAN LARROW
BENJAMIN R TOMCZAK
BRUCE GIGUERE
RAYMOND RONALD PERRY
BENJAMIN MATTHEW HOWARTH
VICTOR GEORGE MOFFITT
MARY ELIZABETH QUACKENBUSH
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
JUSTIN RYAN BROUILLARD
MICHAEL K MATHEWS
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
MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
JULIE SPARROW
ALAN SANFORD HUGHES
MARIA COCLIN
JARRED TIMOTHY CODY
GARY ANTHONY GAROFALO
DANIEL JAMES ESTES
JOHN MICHAEL SOUCY

Within 25 miles of North Sterling, CT, Best Investors lists 133 registered investment advisory firms with 277 offices nearby, managing about $9.82T in combined regulatory AUM across 2,330,290 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 Sterling

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM