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Best financial advisors in Portland, CT

Registered advisers within 25 miles of Portland, CT.

Offices
798
Firms
259
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,137 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

KOVACK ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
PGIM INVESTMENTS LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
REGAL INVESTMENT ADVISORS LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC
HORNOR, TOWNSEND & KENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FARMINGBURY FINANCIAL SERVICES, LLC
OPEN CIRCLE WEALTH PARTNERS
DICK HUTCHINSON REGISTERED INVESTMENT ADVISOR
PROMESA CAPITAL LLC

Investors

CARL DORSEY CORNAGLIA
RICHARD PAUL BOCCACCIO
WILLIAM FRANCIS GIAQUINTO
SCOTT BERNEY
raymond w butti
DEBORAH ARLENE BALDYGA
DANIEL ASIEDU
DATARAM NARAIN
DIEGO LUIS ARBELAEZ-DONCEL
Theodore C Davis
MARGO HILL
JOSEPH JOHN STANGO
MICHAEL DOS SANTOS FERREIRA
Patrick Jude Skelly
SHAWN CHRISTIAN EVERETT
Ericka Butler
DANIELLE ELANDRA BARBATO
MICHAEL V MEZHERITSKIY
Richard C LoPresti
ADAM BENJAMIN KALENDER
COLE WOLKNER
JOHN CASERTA
NATHALIE MARIE EDEEN
THOMAS MICHAEL NEMET
Cristian O Irizarry
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
AARON SCHROEDER
ANDREW MADLENER
CRAIG A MONTANARI
Joanne Martin
KOREY KING JUNIEWIC
NORMAN JOSEPH JUNIEWIC
ALEX LINDSAY MADLENER

Within 25 miles of Portland, CT, Best Investors lists 259 registered investment advisory firms with 798 offices nearby, managing about $16.8T in combined regulatory AUM across 3,150,137 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 Portland

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 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM