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Best financial advisors in Old Lyme, CT

Registered advisers within 25 miles of Old Lyme, CT.

Offices
244
Firms
100
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.62M
2,616,612 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
JOHN A. BYSKO ASSOCIATES
ALCHEMI WEALTH, LLC
SULLIVAN FINANCIAL, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
BRAE HEAD, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
HT PARTNERS LLC
JEFFREY N. MEHLER, CFP LLC
ESSEX FINANCIAL SERVICES, INC.
KEY INVESTMENT SERVICES LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

RICHARD PAUL BOCCACCIO
JOSEPH NATHAN MARKIM
STEVEN JOHN JOHNSON
PHILIP BARTOW REYNOLDS
MICHAEL STEVEN JOHNSON
BRYAN DEAN MURPHY
STEPHEN GREGORY JORDAN
LAURIE ANN TOMLINSON
MARY JANE NMN SULLIVAN
Catherine Cusson
Maria L Coffey
Linda Florence Brophy
FRANK BELCHER ABEL
PAUL VINCENT FERRUCCI
DAVID LANE FERRUCCI
DENNIS MARTIN O'CONNOR
Richard A LaSaracina
Stanley Edward Kesilewski
Kevin Michael Agan
Jonas Alina Regondola
Miles Reid Joyner
Nicholas Robert Holmes
CHRISTOPHER J. KOEHM
DEVIN CONRAD BOURQUE
JACK W. WHEELER
Austin Michael Van Winkle
PETER JOSEPH DECKER
JEFFREY NAT MEHLER
EMILY REBEKAH WOOD
PAUL CHERANSKY
Anthony Joseph Fortuna
James Michael Sullivan
Elizabeth Antoinette Haas
ROBERT M GIRVIN
ANTHONY JOSEPH VOCALINA
Michael R LaRiviere
Lisa B McMinn
Cherish Lyn Genova
KEVIN JOSEPH LOOBY
Julie Belknap Bauman
Robert J. Marcinek
JEFFREY WENDELL JONES
NICHOLAS LUKE NAUMANN
Kristin Elizabeth Green
William Michael Tait
Charles Robert Cumello
David Francis LaMay
Nancy Stillman
STEPHEN WORTH BATES
Courtney Hughes Walsh
William Timothy Furgueson
SUSAN K ROTH
KEVIN JOSEPH NOLAN
DAVE RICHARD DELFINO
Gabriel M Flugrad
Jeffrey Kohl Ludka
DAVID CUMMINGS DONALDSON
ROBBIE MERCER
Ramah Mohammed Sanni
KIM ELIZABETH WAWRZYNOWICZ
TYLER WESTERVELT POTTS
Avery Lacourciere
Ryan Peter Busby
Matthew L Naarden
Jack Giegerich
Christine Vogt
Michael William Cummins
Evan F Wilke
Kelly E Maryeski

Within 25 miles of Old Lyme, CT, Best Investors lists 100 registered investment advisory firms with 244 offices nearby, managing about $12.3T in combined regulatory AUM across 2,616,612 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 Lyme

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM