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Best financial advisors in Salem, CT

Registered advisers within 25 miles of Salem, CT.

Offices
346
Firms
128
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,533,476 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PHRACTION MANAGEMENT LLC
JGS WEALTH MANAGEMENT, LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
JABEZ FINANCIAL, LLC
THAMES FINANCIAL MANAGEMENT
AMERITAS ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JEFFREY D CASALE
DOUGLAS EDWARD HOWES
DAVID MICHAEL STEWART
Nathaniel Richard Baldi
JOHN GREGORY STALEGA
Mark Harold Rogozinski
Heather Dean Blanchard
MARK STEPHEN COLETTA
PAUL ANTHONY CATALANO
Keith David Noyes
AUSTIN CONCASCIA
BEAT RYFF
RYAN M DOHERTY
MICHAEL CHARLES DOHERTY
KIM ELIZABETH WAWRZYNOWICZ
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
Joshua Morton
DANIEL JOHN HEFFERNAN
Jacob Aaron Alonzo
STEVEN M DRACZYNSKI
BRENT CHRISTOPHER EUGENIDES
TODD ANDREW GESTRICH
RODNEY LEE CAMPOPIANO

Within 25 miles of Salem, CT, Best Investors lists 128 registered investment advisory firms with 346 offices nearby, managing about $10.9T in combined regulatory AUM across 2,533,476 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 Salem

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