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Best financial advisors in Occum, CT

Registered advisers within 25 miles of Occum, CT.

Offices
146
Firms
69
Combined AUM
$9.91T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,437,749 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
INTEGRATED WEALTH CONCEPTS LLC
JGS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
PHRACTION MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MONEY CONCEPTS CAPITAL CORP
LPL FINANCIAL LLC
EDWARD JONES
PFS INVESTMENTS INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

STEVEN H DEGRAFF
William Theodore Beyer
CHRISTOPHER PAUL ALDRICH
JOHN GREGORY STALEGA
THOMAS MICHAEL BURROWS
LORI MANSFIELD CHRISTENSEN
DANIEL ROBERT DUNN
CHARLES VICTOR ROUSSEAU
DAVID MICHAEL STEWART
PAUL ANTHONY CATALANO
Nathaniel Richard Baldi
MARK STEPHEN COLETTA
RICHARD DENNIS DICKINSON
JULIE SPARROW
SETH JOHN BURZYCKI
Heather Dean Blanchard
KEVIN STEVEN MORIN
Mark Wingfield
Mark Harold Rogozinski
JANET MARIE LARKIN
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
Lee James Couture
RICHARD J ZABLOCKI

Within 25 miles of Occum, CT, Best Investors lists 69 registered investment advisory firms with 146 offices nearby, managing about $9.91T in combined regulatory AUM across 2,437,749 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 Occum

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM