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Best financial advisors in Oakville, CT

Registered advisers within 25 miles of Oakville, CT.

Offices
707
Firms
231
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,160,608 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
BURNE FINANCIAL CONCEPTS, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EAGLE CAPITAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
FARMINGBURY FINANCIAL SERVICES, LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC

Investors

THOMAS W. MORAN
JEAN MARIA DELBUONO
DAVID THOMAS SALUSTRO
NATHANIEL FIELDS BURNE
ROBERT EUGENE BERG
DAVID OMERI
Hannah Jane Verdi
JAMES WILLIAM COLEMAN
Thomas Robert LaPointe
Zachary Verdi
MICHAEL RALPH PELOSI
SUSAN FROIS
Stephen Harrington
David Martins
John Matthew Eimer
Klaus Martin Engstler
JENNIFER DEXTER DIPIETRO
EMILY SUI-LING MEDREK
HEATHER A. HEPBURN
DAVID JOSEPH COPPOLA
Chelsea Anne Le Moine
MARGARET GUZMAN
KEVIN GERARD SMITH
DAVID CHRISTOPHER MULHALL
WILLIAM HARVEY CONNER
FRANCESCA ANNETTA DEBONIS
MARTA NERIN
Lydia Taft
DAVID ROY BOUFFARD
Shaun W Scott
Coral Edmonds
Adam Swiger
EMILY JEAN SAVAGE
David Lee Burrus
Michael T Goralski
Zachary Thomas Brown
James Terry Wiederholt
Maxwell Gebauer
Althea Mae Mortensen
DAWN M ROSA
James Alexander Zeller
WILLIAM STEELE COE
MICHAEL CHARLES RILEY
AARON SCHROEDER
Allen Edward Dunahoo
ALEXANDER BERND OVERKAMP

Within 25 miles of Oakville, CT, Best Investors lists 231 registered investment advisory firms with 707 offices nearby, managing about $16.5T in combined regulatory AUM across 3,160,608 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 Oakville

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