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Best financial advisors in Putnam, CT

Registered advisers within 25 miles of Putnam, CT.

Offices
255
Firms
117
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.58M
2,580,825 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
HORACE MANN INVESTORS, INC.
WESTCOTT INVESTMENT ADVISORS LLC
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MWA FINANCIAL SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
FCIG WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
KINTRA WEALTH, LLC
EDWARD JONES

Investors

MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
JUSTIN RYAN BROUILLARD
RAYMOND RONALD PERRY
Tanner Jacob Sargent
LEISL LISSFELT LANGEVIN
Holly Wanegar
LOGAN Dorey LUM
LAURENCE NEWTON HALE
JAMES ALLEN ZAHANSKY
Jonathan Mathews
NICHOLAS KENNETH OLSON
Brandon David Koehler
ALEESHA K. GRAHAM
JEFFREY NATHAN LARROW
GARY WAYNE PELOQUIN
Owen M Doremus
BENJAMIN R TOMCZAK
BRUCE GIGUERE
JOHN PAUL BERNIER
JAMES MICHAEL THOMPSON
MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
JULIE SPARROW
ALAN SANFORD HUGHES
DENISE MEDAGLIA
TOMASZ EDWARD KOSEK
RYAN P BOUCHARD
WILLIAM MARTIN GILMORE
Daniel Charles Massucci
Daniel Peter DiClementi
Francis Randall
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
NICHOLAS ALEXANDER LORING
CRYSTAL LEIGH WILD
David Edward DeBrot
WILLIAM SCOTT DINAN
Benjamin Taylor Vincent
Cara Holland
Kartik Trivedi

Within 25 miles of Putnam, CT, Best Investors lists 117 registered investment advisory firms with 255 offices nearby, managing about $12.2T in combined regulatory AUM across 2,580,825 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 Putnam

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