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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

COMMONWEALTH FINANCIAL NETWORK
FENWAY PARTNERS, LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
CITIZENS SECURITIES, INC.
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JGS WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPASS ROSE STRATEGIC PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PHRACTION MANAGEMENT LLC
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
AURORA PRIVATE WEALTH, INC.

Investors

JEFFREY ALAN SEGAL
BRIAN ROLFE
Thomas Gardiner
Leah Ann Gardiner
STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
THEODORE JOHN SCHAAF
MARC LOWE
RODERICK IAIN DUXBURY
JOHN GREGORY STALEGA
David Robert Cikatz
Devin S Rajza
PAUL ANTHONY CATALANO
DAVID MICHAEL STEWART
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
MARK STEPHEN COLETTA
Nathaniel Richard Baldi
THOMAS JAMES DITTMEIER
Heather Dean Blanchard
Mark Harold Rogozinski
John H Chapel
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER

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