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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

MCCURDY & ANDREW INVESTMENTS, LLC
LPL FINANCIAL LLC
EDWARD JONES
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
STRATEGIC ADVISERS LLC
WEALTH MANAGEMENT RESOURCES, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
GENEOS WEALTH MANAGEMENT, INC.
NCU INVESTMENT SOLUTIONS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AE WEALTH MANAGEMENT, LLC

Investors

DENNIS ADOLPHE MCCURDY
Lindsey D Andrew
Holland M Rajaniemi
JOSEPH JOHN SZELA
JOHN ARTHUR OLSON
Paolo F Catucci
THOMAS P KING
JOHNPATRICK SQUILLACE
DANA R HOLMES
MAYANK GORADIA
MATTHEW DYLAN AROESTY
MATTHEW JOHN GREENE
LISA CASH-DOHERTY
PAUL MA
ALISON RACHEL GREEN
KRISANA VOSS
JULIAN MURCIA
PAULA JEAN FARRELL
KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
AMY HILDA Kiley
Michael James Halloran
CHRISTOPHER J MALLON
KEVIN C OUTLAND
JOHN THOMAS JAWOR
James Patrick McNamara
Madhusudan Nambrath Nair
Matthew Sexton
Matthew Richard Bouthillette
Christopher O'Connor
GREGG CHARLES PARKER
REID HARTLEY HANSEN
Michael P Hogan
RUSSELL ALBERT BOTVIN
Jacqueline Sue Prescott
ALEXANDER HUGH CABRAL
OLIVER RANDALL TUTT
ELIZA SIRADZE
Robert Joseph DAmico
Mario Encarnacion
Trevor Nielsen
Kartik Trivedi
Dennis Antonopoulos
Jamie DeCaire
Mei Leung Dow
Alexis Katerina Hamada
ERIC ANTHONY TUNSTALL
STEVEN PETER KUK
NICHOLAS HAMMOND
MATTHEW PALMER
Daniel Clarke Caissie
ANDREW JARED HARMON

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