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Best financial advisors in Old Saybrook, CT

Registered advisers within 25 miles of Old Saybrook, CT.

Offices
262
Firms
105
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,457,274 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
SOUND INCOME STRATEGIES, LLC
JOHN A. BYSKO ASSOCIATES
JANNEY MONTGOMERY SCOTT LLC
ESSEX FINANCIAL SERVICES, INC.
JEFFREY N. MEHLER, CFP LLC
J CAP SHORT MANAGEMENT LP

Investors

JAMES WESLEY OLIVER
ROBBIE MERCER
Ramah Mohammed Sanni
Jack Giegerich
Christine Vogt
Michael William Cummins
Evan F Wilke
TYLER WESTERVELT POTTS
Avery Lacourciere
Ryan Peter Busby
Matthew L Naarden
Kelly E Maryeski
BRUCE ROBERT BUCK
ERIC JOSEPH MOREIRA
STEPHEN ERNEST NORTON
ROAN PATRICK SULLIVAN
MATTHEW JOSEPH SULLIVAN
DEBRA FLINT
STEPHEN JOSEPH ADELETTI
Stacey D Lee
CHRISTOPHER CUTLER COBURN
VINCENT NICHOLAS MARTINO
BARTLEY CHRISTOPHER DAMON
JANICE MARIE REED
SUSAN MARIE DOWLING
R Christopher Damon
ABBAS DANESH
DAVID JOSEPH SCRANTON
Maurice Jack Nelligan
JASON DENNIS CARRIER
JOEL EZIEKEL BLUM
Elisa Marie Murray
VINCENT DOMINICK CRUDO
KATHRYN A GENOVESE
Chad Herbert Berry
Stephen Shaw
Adam Michael Bouley
JAMES MURRAY ELLIOTT
DONNA LORRAINE JUDGE
SCOTT ANDREW TREVETHAN
WILLIAM MATTHEW LAWLOR
MARY ANNE HARTNEY
PATRICK G WITHERIL
Joshua Penfield
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
JEFFREY NAT MEHLER
EMILY REBEKAH WOOD
PAUL CHERANSKY

Within 25 miles of Old Saybrook, CT, Best Investors lists 105 registered investment advisory firms with 262 offices nearby, managing about $12.2T in combined regulatory AUM across 2,457,274 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 Saybrook

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