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Best financial advisors in Oxford, CT

Registered advisers within 25 miles of Oxford, CT.

Offices
746
Firms
282
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,915,796 clients when Item 5C has a number
Avg / client
$5.29M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
SHEHU ASSET MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
SANCTUARY ADVISORS, LLC
MML INVESTORS SERVICES, LLC

Investors

John Michael D'Agostino
JAN WISE
Taylor C Forsberg
Sam Shehu
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
PHILIP JAMES BENSLEY
Robert Joseph Tosetti
KRISTINA DAOUD
NANCY SHERIF DAOUD
ALBERTINE Renee GIBBS
CHRISTOPHER JOHN TESTA
DAVID OMERI
Harold W Smith
Theodore E De Giacomo
JORGE DIAS
JAMES HENRY ATKINSON
MICHAEL ALAN MARTIN
Steven D Sax
JOAN A BUONOCORE
Jennifer L Cremin
SUZANNE C MACERO
JOHN JOSEPH DELEO
NICHOLAS V MICELI
Matthew Shay Cole
MARY Christine GRAY
Christopher M Conto
RICHARD ARISMENDY FABIAN
CLARK E GILES
CHRISTOPHER JOHN SCUDDER
Nicholas J Drew
THOMAS A D'AVANZO
JANET E PARRY
LISA B SIMON
GUY WILLIAM HOWARD
MORRIS ANTHONY HILTON
SIMON BENJAMIN TARVIN
JUSTIN RODRIGUES
BENJAMIN AARON EDWARDS
COLIN MATTHEW BREWINGTON
Daniel L Bedard
LEONARD JAMES MANZ
DEREK JAMES PACKETT
TIMOTHY JAMES BLANKENSHIP
STEVEN MICHAEL HAAS
NANCY ANN DOBRZANSKI
NICHOLAS VINCENT GUIDITTA
Jackson Glenn Fredericks
JOSEPH ANTHONY CULLEN
JARED DAVID WHITE
LAURA Anne MAGUIRE
Harrison Aaron Graham
Gianna DeAngelis
Gregory Ernest Rufa
EMILY ANNE BURR
Francis Gallo
JASON M CASTALDI
ZAKARY CIANCIOLO
Maximo Trama
EVAN CENTOPANI
PAUL JOSEPH MARIANO

Within 25 miles of Oxford, CT, Best Investors lists 282 registered investment advisory firms with 746 offices nearby, managing about $15.4T in combined regulatory AUM across 2,915,796 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 Oxford

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