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Best financial advisors in Northfield, CT

Registered advisers within 25 miles of Northfield, CT.

Offices
502
Firms
176
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,159,971 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

FISCAL WISDOM WEALTH MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OPPENHEIMER & CO. INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
CETERA INVESTMENT ADVISERS LLC
BARRON FINANCIAL GROUP, LLP
LPL FINANCIAL LLC
BURNE FINANCIAL CONCEPTS, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Allen Edward Dunahoo
ALEXANDER BERND OVERKAMP
WILLIAM STEELE COE
James Alexander Zeller
Kimberly Lynn Saja
Mehdi Azizi
MARK RICHARD JONES
CANDICE CANDIKA POPE
Brianna Elizabeth Gambacini
EMILY JEAN SAVAGE
PAUL THEODORE CASALI
MARK ERIC TERNA
JAMES FRANCIS COMERFORD
MATTHEW PAUL KARPAS
ZACHARY ADAM CHERNUS
SARAH K WELCH
JOHN EDWARD SEAGRAVE
JAMES ALFRED THIBAULT
SANDRA LYNN THIBAULT
ALYSON REBECCA ZIBELL
ANNETTE HASSAN
CHRISTOPHER D. WOODHOUSE
MATTHEW ROWE SWEET
Cailyn Paradise
MATTHEW BRADY PEAK
JANET ELLEN DEMBER
Gary Nicholson Nicksa
NATHANIEL FIELDS BURNE
DAVID OMERI
ROBERT EUGENE BERG
ANDREW DONALD MCALLISTER
RICHARD JAY RUSTIC
KAROL KAY MCALLISTER
THOMAS W. MORAN
JEAN MARIA DELBUONO
AMBER DAWN PINETTE

Within 25 miles of Northfield, CT, Best Investors lists 176 registered investment advisory firms with 502 offices nearby, managing about $16.1T in combined regulatory AUM across 3,159,971 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 Northfield

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 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM