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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

OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLUE OX CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PARK AVENUE SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
GRAND SLAM ASSET MANAGEMENT, LLC
NITOR CAPITAL MANAGEMENT
KOVACK ADVISORS, INC.

Investors

MARK LEONARD VAIMBERG
Zachary W. Hieb
Jose R Ocasio
JOHN H MARSHALL
RODRIGO CURIEL
CHRISTIAN CARRILLO
RICHARD THOMAS RAGOLD
RICHARD VINCENT DELLISOLA
GIUSEPPE BONURA
NAVEEN JOSHI
QIAOLING CHEN
Sally McLeod
Lina Marie Giampa
JAMES C EGAN
DOUGLAS JOHN CLANCY
ALEXANDER RECCHIA
Autumn Weems
Louis Jondee
EILEEN FINNEGAN
Peyton Maxwell Steitz
Michael Richard Stentiford
Katherine M Velazquez
BRIAN TIMOTHY HIGGINS
Edward C Conklin
Daniel T Mahoney
Rudenca K Blloshmi
Nadezda A Timokhova
GREG BAUER
PAUL LOUIS MARRERO
PASCAL BRIAN MURPHY
Diane M Galvin
CHRISTINA L HOERTER
KRISTEN M KOLUCH
LAURA ANNE O'BRIEN
PHILIP ANTHONY MURPHY
STEVEN T ZACHARCZYK
THOMAS P SMALL
Thomas Patrick Mahoney
Samantha Kay
KEVIN MAHONEY
Ronald C Vaill
MARK CHARLES MAROTTA
CHRISTOPHER JOHN MAHONEY
JIHYE CHANG
CHERYL ANN LO RUSSO
ANTHONY STEVEN CIMORELLI
ANATOLIY BELKIN
GRACE JUNE KIM
Zhan Wu
JAMES KIM
William A Cruz Benitez
Michael John Wieber
DAVID JUDAH SPIER
Heather Anne McClintock
THOMAS GATELY BLAIR

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