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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

WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LIFEMARK SECURITIES CORP.
RONALD J. IANNUCCI CFP

Investors

SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
BARRY MICHITSCH
STEPHEN DOUGLAS HAYWOOD
MARK EDWARD SHUMILLA
PATRICK WILLIAM NAUGHTON
STEFANO PAUL CACCIOLA
Patricia Gugliotti
JAMES RICHARD ODONNELL
ELLEN MISURA CAPONE
JOSEPH IRIZARRY
ROBERT LATHAM TAYLOR
ALYSON REBECCA ZIBELL
ANNETTE HASSAN
Gregory Ernest Rufa
Daniel William Kopf
DONALD JOSEPH CIAMPI
STEVEN FAZO
TIFFANY MARIE LYGA
ANTONIO AMERICO CIOCCA
GREGORY THOMAS CIMMINO
JOSEPH LOUIS FERRY
Cody Richard St John
John Mc'Cormack
JENNIFER ANN Rowland
ANGELO N. PICCOLO
RONALD JOHN IANNUCCI

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