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Best financial advisors in South Kent, CT

Registered advisers within 25 miles of South Kent, CT.

Offices
238
Firms
79
Combined AUM
$9.83T
Firm-wide filings, not assets booked only here
Clients
2.64M
2,636,913 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BOURNE LENT ASSET MANAGAMENT, INC.
KEY INVESTMENT SERVICES LLC
SEAHORSE FINANCIAL ADVISERS INC.
HANSEATIC CORPORATION
SEQUOIA FINANCIAL GROUP, L.L.C.
LPL ENTERPRISE, LLC
OPPENHEIMER & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

MICHELE DIANE PRLICH
DEAN MATTHEW AITA
LOURDES N CARDENAS
FRANCIS ST AMAND
Luis A. Abella
William C Greeley
ROSEMARY BUTLER
Ivan Shiffman
DONALD WINTHROP BOURNE
Jeremy James Falcone
Cailyn Paradise
Kimberly Barnett
SANDRA CERQUEIRA
EDVARD JORGENSEN
SARAH K WELCH
MATTHEW PAUL KARPAS
ZACHARY ADAM CHERNUS
LYLE CURTIS ROBERTS
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
KENNETH CHRISTOPHER LINDNER

Within 25 miles of South Kent, CT, Best Investors lists 79 registered investment advisory firms with 238 offices nearby, managing about $9.83T in combined regulatory AUM across 2,636,913 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 South Kent

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM