Best Investors Account Sign in

Best financial advisors in Old Greenwich, CT

Registered advisers within 25 miles of Old Greenwich, CT.

Offices
2,331
Firms
1,078
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,257,617 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

BRICKMAN MANAGER VII LLC
LORETTA NOLAN ASSOCIATES, LLC
MAMBA GROWTH MANAGEMENT COMPANY LLC
COVE VIEW INVESTMENT PARTNERS, LLC
KINEO CAPITAL LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
SAMRISON CAPITAL MANAGEMENT LLC
ELLINGTON FINANCIAL MANAGEMENT LLC
ELLINGTON GLOBAL ASSET MANAGEMENT, LLC
HIGHLAND PEAK CAPITAL, LLC
BLKBRD ASSET MANAGEMENT
DRAKE CAPITAL ADVISORS LLC
ELLINGTON CREDIT COMPANY MANAGEMENT LLC
DUKE FUNDING MANAGEMENT, L.L.C.
ELLINGTON MANAGEMENT GROUP, L.L.C.
POINT72 ASSET MANAGEMENT, L.P.
CANAAN PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

THOMAS Edward MENACHO
MARILYN C TIMBERS
LORETTA CRANE NOLAN
CHARLES MIKE MUNGAI
DOUGLAS NATHANIEL MOORE
JAMES ALFRED OLIVER
Rowan Beaudoin-Friede
DONALD MATTHEWS FREEMAN
CHARLES EDWARD DEAR

Within 25 miles of Old Greenwich, CT, Best Investors lists 1,078 registered investment advisory firms with 2,331 offices nearby, managing about $22.0T in combined regulatory AUM across 3,257,617 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 Old Greenwich

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