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Best financial advisors in South Lyme, CT

Registered advisers within 25 miles of South Lyme, CT.

Offices
231
Firms
100
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,439,726 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

BANKERS LIFE ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC
JOHN A. BYSKO ASSOCIATES
TUMOLO WEALTH MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
COMPASS ROSE STRATEGIC PARTNERS LLC
MAI CAPITAL MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHARLES SCHWAB & CO., INC.
KEY INVESTMENT SERVICES LLC

Investors

Richard A LaSaracina
Stanley Edward Kesilewski
Kevin Michael Agan
Jonas Alina Regondola
Miles Reid Joyner
Nicholas Robert Holmes
Jesse Lukas Perrault
JOSEPH NATHAN MARKIM
MARK LEHMAN BOBRUFF
BRITTNI REHG OXENDINE
Nicholas Daniel Tumolo
KENNETH DANIEL TUMOLO
Joshua Morton
KIM ELIZABETH WAWRZYNOWICZ
DANIEL JOHN HEFFERNAN
Jacob Aaron Alonzo
STEVEN M DRACZYNSKI
BRENT CHRISTOPHER EUGENIDES
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
STEPHEN ERNEST NORTON
ROAN PATRICK SULLIVAN
MATTHEW JOSEPH SULLIVAN
BRUCE ROBERT BUCK
ERIC JOSEPH MOREIRA
Kelly E Maryeski
TYLER WESTERVELT POTTS
Avery Lacourciere
Ryan Peter Busby
Matthew L Naarden
ROBBIE MERCER
Ramah Mohammed Sanni
Jack Giegerich
Christine Vogt
Michael William Cummins
Evan F Wilke

Within 25 miles of South Lyme, CT, Best Investors lists 100 registered investment advisory firms with 231 offices nearby, managing about $10.9T in combined regulatory AUM across 2,439,726 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 Lyme

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