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Best financial advisors in Prospect, CT

Registered advisers within 25 miles of Prospect, CT.

Offices
899
Firms
281
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,153,330 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
SOUNDVIEW PRIVATE WEALTH ADVISORS
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
SPRINGBOARD ASSET MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Raymond Luis Powell
RAYMOND JOSEPH POWELL
BRITTANY NICOLE SQUIRES
Patricia Gugliotti
PATRICK WILLIAM NAUGHTON
STEFANO PAUL CACCIOLA
Daniel William Kopf
DONALD JOSEPH CIAMPI
STEVEN FAZO
STEPHEN DOUGLAS HAYWOOD
DANIEL JOSEPH CAIN
TRICIA L GORDON
SAMUEL ELIAS KAPLOWITZ
Bosmat Cohen
DAVID JON NASTRI
LEONARD JOHN WHITLOCK
Sebastiano La Rosa
Maria Fredelinda Garcia Nuesi
DAVID ARMAND VENTURA
MARK EDWARD SHUMILLA
JEREMY BENNETT BEITEL
REBECCA DEWEY GREEN
CHARLES MORTON GREEN
PAUL BRISTOL SHAY
TIFFANY MARIE LYGA
ANTONIO AMERICO CIOCCA
GREGORY THOMAS CIMMINO

Within 25 miles of Prospect, CT, Best Investors lists 281 registered investment advisory firms with 899 offices nearby, managing about $17.0T in combined regulatory AUM across 3,153,330 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 Prospect

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