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Best financial advisors in Sharon Valley, CT

Registered advisers within 25 miles of Sharon Valley, CT.

Offices
74
Firms
41
Combined AUM
$6.88T
Firm-wide filings, not assets booked only here
Clients
1.12M
1,121,682 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OPPENHEIMER + CLOSE, LLC
MAIN STREET RESEARCH LLC
EIA INVESTMENTS LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
HANSEATIC CORPORATION
SEAHORSE FINANCIAL ADVISERS INC.
CETERA INVESTMENT ADVISERS LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
OPPENHEIMER & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
OSAIC INSTITUTIONS, INC.
BARRON FINANCIAL GROUP, LLP

Investors

SANDRA CERQUEIRA
PHILIP VICTOR OPPENHEIMER
HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon
Roman Tyler LeFebure
Jacob Adam Swartz
Elizabeth Irene Baldassari
LILY NICOLE TAFT
Peter A Fiorita
Janelle Durbin
Alexandra Mary Rooney
Emily Slama
ANTHONY ARTHUR COLLINS
MICHELE DIANE PRLICH
WARREN MICHAEL COHEN
Kimberly Barnett
EDVARD JORGENSEN
Cailyn Paradise
SARAH K WELCH
MATTHEW PAUL KARPAS
ZACHARY ADAM CHERNUS
PAUL THEODORE CASALI
MARK ERIC TERNA
JAMES FRANCIS COMERFORD
Kimberly Lynn Saja
Mehdi Azizi
MARK RICHARD JONES
CANDICE CANDIKA POPE
Brianna Elizabeth Gambacini
EMILY JEAN SAVAGE
WILLIAM GEORGE DOBBINS
DEAN MATTHEW AITA
CHRISTOPHER D. WOODHOUSE
MATTHEW ROWE SWEET
JOHN EDWARD SEAGRAVE
JAMES ALFRED THIBAULT
SANDRA LYNN THIBAULT
JOHN DEVIN HEITZMAN
MATTHEW BRADY PEAK
JANET ELLEN DEMBER

Within 25 miles of Sharon Valley, CT, Best Investors lists 41 registered investment advisory firms with 74 offices nearby, managing about $6.88T in combined regulatory AUM across 1,121,682 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 Sharon Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM