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Best financial advisors in Orange, CT

Registered advisers within 25 miles of Orange, CT.

Offices
797
Firms
305
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,831,344 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
SOVEREIGN FINANCIAL GROUP, INC.
TD PRIVATE CLIENT WEALTH LLC
WHARTON MIDMARKET INVESTMENT ADVISORS INC
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
COASTAL BRIDGE ADVISORS
HIGHTOWER ADVISORS, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WRIGHT INVESTORS SERVICE INC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Carla A. Regina
JOHN ALLEN KUEHNLE
GRAY CLARK PECKHAM
STEVEN ALEXANDER MASSEY
JOHN ASHELFORD
DOUGLAS PAUL HARRIGAN
UGO CELINI
JOSEPH CARMINE RAHTELLI
PAUL HARRIGAN
GREGORY PAUL GELOSO
BETH ANNE BOTTI
SHAN C DIAO
JOSEPH NORVISH
RANDY JOHN MAKLES
MELISSA MORLEY
EDWARD CHARLES FREDERICKS
STEVEN STANLEY NESTER
Kevin Linn
JAMES ANTHONY CZAJKOWSKI
Kapish Joshi
DANA ROSE MASCALO
Matthew Charles Coutcher
ERIC JOSEPH PASSERI
LISE MARIE ROBINSON
JANA M L'ETOILE
JOSEPH ROBERT ROMANO
SELENA MARIA IZZO
NICOLE MARIE FERGUSON
JAMES ANDREW BETZIG
KEVIN SMALL
Darryl Theodore Zebrowski
Kathryn Zebrowski
MAURIEL ALEJANDRO VEGA
MARK FRANCIS MOYHER
CHARLES MALCOLM STACK
ALAN JAY BERNSTEIN
Matthew Robert Walsh
MICHAEL SIMON GUTTADARO
Andrew Acosta
Robert Francis Walsh
ELIANA MARCELA SANCHEZ
TOMEKA SHANTAY ROBINSON
Christina Nestor
ROBERTA LOUISE NESTOR
ELSIE ENCARNACION
ERNEST VINCENT MONTAVON

Within 25 miles of Orange, CT, Best Investors lists 305 registered investment advisory firms with 797 offices nearby, managing about $15.8T in combined regulatory AUM across 2,831,344 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 Orange

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM