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Best financial advisors in South Norwalk, CT

Registered advisers within 25 miles of South Norwalk, CT.

Offices
1,991
Firms
1,001
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,253,349 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

SILVER HEIGHTS CAPITAL LLC
OUTSIDERS VENTURE PARTNERS, LLC
VON KOHORN RESEARCH & ADVISORY, INC.
HONDIUS CAPITAL MANAGEMENT, LP
GRAHAM CAPITAL MANAGEMENT, L.P.
BOOMERANG CAPITAL LLC
SAVOIR FAIRE CAPITAL MANAGEMENT, LP
DISCOVERY CAPITAL MANAGEMENT, LLC
DIALECTIC CAPITAL MANAGEMENT LP
MEDTEX VENTURES, LLC
WELLS FARGO CLEARING SERVICES, LLC
TEEWINOT CAPITAL ADVISERS, L.L.C.
HOYA CAPITAL REAL ESTATE, LLC
PETTEE INVESTORS INC
ORBIT VENTURE PARTNERS LLC
KINDRED CAPITAL ADVISORS LLC
EMPIRE CAPITAL GP, L.L.C.
LBB HOLDING COMPANY LLC
COLISEUM CAPITAL MANAGEMENT, LLC

Investors

KENNETH VON KOHORN
CRAIG KEITH GOOS
DONOUGH PATRICK MCDONOUGH
LOVE K MALHOTRA
MACKENSON NOTUS
ESTERINO ZARLENGA
Elizabeth Elaine Pettee
Alexander Rankin Pettee
TIMOTHY PLATT PETTEE
SHEILA PECK PETTEE

Within 25 miles of South Norwalk, CT, Best Investors lists 1,001 registered investment advisory firms with 1,991 offices nearby, managing about $21.8T in combined regulatory AUM across 3,253,349 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 Norwalk

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM