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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

AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
KINGSWOOD WEALTH ADVISORS, LLC
OLYMPUS CAPITAL HOLDINGS ASIA LLC
KINGSLAND INVESTMENTS
PAUL M WILLIAMS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BJS ADVISORS
SEACREST INVESTMENT MANAGEMENT, LLC
SEACREST WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
STRATEGIC ADVISERS LLC
EDWARD JONES

Investors

Maria V Simon
LAWRENCE ROBERT BOXER
MICHAEL BARRY CARTER
MELANIE JINDIA BHANDARI
JOSEPH MICHAEL SILVA
ROBERT RALPH BROWN
David Andrew Parker
Lisa Vilardi
DOUGLAS JOSEPH MESSINA
ANNIE PEREYRA
GERI EISENMAN PELL
Anthony F Rizzuto
DANIEL FRANCIS AHEARN
Eric Hasselberger
Brent J. Forslund
PETER JASON SIKORA
JOSHUA T MARRIOTT
Nicholas James Babson
BRIAN ROBERT GLORIA
MATTHEW ADAM MATCOVSKY
ANTHONY ALBERT NARDI
GEORGE MICHAEL WEINGARTNER
Paul Michael Williams
Pieter Daniel Loots
BRIAN JAY SCHACHTER
MICHAEL B WOLFF
JEFFRY MARK ROSEN
JERRY NICHOLAS GIORDANO
MARC ANDREW STEIN
ANDREW L WOLFF
JOSEPH J PRAINO
WILLIAM LOUIS HYMAN
RONALD R LENIHAN
HOWARD ALAN SCHLOSS
JAMES DOUGLAS DICKEY
RUBEN CISNEROS
CARLOS GABRIEL MEJIA
Claudia Rivas
TONY SAEMAI
JASON LEE SEALE
WAYNE RAY WONG
HEATHER ANN HASTEY
CHRISTOPHER C NELSON
DANIEL CRAIG MOSKOW
DONALD WAYNE HUBBS
AMY LYNNE MCLANDRESS
JASON FERRIS JEUNG
ROBERT RAYMOND SAYLER
STEPHEN T TU
ERIK METVINER
RAYMOND ANTHONY PRUZINSKY
SUSAN BOCK
EDWARD MALACHY SULLIVAN
FRANCIS COOPER LAWRANCE
JACQUELINE PRUE
KENNETH METVINER
MICHAEL PATRICK DOWD
Orlando Rosario
JAMES EDWARD YARBROUGH
Steven G. Horowitz
Edward W. Dunn
AUDREY STARR FLAMIO
NICK KOUNIOS
EDWARD J. SWIDERSKI
Jay Allyn Durante

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