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Best financial advisors in Preston, CT

Registered advisers within 25 miles of Preston, CT.

Offices
134
Firms
60
Combined AUM
$9.70T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,423,222 clients when Item 5C has a number
Avg / client
$4.00M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
ROSE CITY CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FCIG WEALTH MANAGEMENT, LLC
THAMES FINANCIAL MANAGEMENT
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
JABEZ FINANCIAL, LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.

Investors

BENJAMIN MATTHEW HOWARTH
Holland M Rajaniemi
JODY SAGE JORDAN
RODNEY LEE CAMPOPIANO
STEVEN SALVATOR WEDEGIS
TODD ANDREW GESTRICH
RYAN P BOUCHARD
WILLIAM MARTIN GILMORE
Daniel Charles Massucci
Daniel Peter DiClementi
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
TOMASZ EDWARD KOSEK
BEAT RYFF
Keith David Noyes
JEFFREY D CASALE
DOUGLAS EDWARD HOWES
AUSTIN CONCASCIA
RYAN M DOHERTY
MICHAEL CHARLES DOHERTY
BENJAMIN R TOMCZAK
BRUCE GIGUERE
ROBERT JOSEPH SAMPSON
RICHARD DENNIS DICKINSON
JULIE SPARROW
SETH JOHN BURZYCKI
DANIEL JAMES ESTES

Within 25 miles of Preston, CT, Best Investors lists 60 registered investment advisory firms with 134 offices nearby, managing about $9.70T in combined regulatory AUM across 2,423,222 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 Preston

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM