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Best financial advisors in Norwalk, CT

Registered advisers within 25 miles of Norwalk, CT.

Offices
1,939
Firms
1,010
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,169,285 clients when Item 5C has a number
Avg / client
$7.02M
Combined AUM ÷ clients

Nearby offices

Firms

ADRIATIC WEALTH MANAGEMENT LLC
GWN SECURITIES INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CROSS ISLAND ADVISORS LLC
SAVOIR FAIRE CAPITAL MANAGEMENT, LP
DISCOVERY CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
HONDIUS CAPITAL MANAGEMENT, LP
VON KOHORN RESEARCH & ADVISORY, INC.
STOCKLIFT
SILVER HEIGHTS CAPITAL LLC
NANTAHALA CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

MERGIM ELEZI
PETER RUGA GENTILE
ROBERT JAMES BAPTIST
ANDRE AFLALO
Michael Lawrence Coco
LOUIS F. ALFERO
Robert Manley Mark
LOVE K MALHOTRA
MACKENSON NOTUS
ESTERINO ZARLENGA
Lori Lynn Liell
KARL FRANCIS MOLWITZ
JOHN HORSLEY WYGAL
CRAIG KEITH GOOS
KENNETH VON KOHORN
THOMAS E HOBIN
KIMBERLY ANN TRIMMER
VIVIAN R SCHAUFLER
JANICE E LORENZETTI
RUSTAM R YAMILOV
Matthew Recalde
Craig A Foster
Robert John Masanotti

Within 25 miles of Norwalk, CT, Best Investors lists 1,010 registered investment advisory firms with 1,939 offices nearby, managing about $22.3T in combined regulatory AUM across 3,169,285 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 Norwalk

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM