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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

WEALTHSPIRE ADVISORS
STRATEGY ASSET MANAGERS L.L.C.
BALANCE POINT CAPITAL ADVISORS, LLC
BHMS INVESTMENTS, LP
RBC CAPITAL MARKETS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CASTLEKEEP INVESTMENT ADVISORS
CWM, LLC
HIGHTOWER ADVISORS, LLC
ARGUS INVESTORS' COUNSEL, INC.
CHILTON INVESTMENT COMPANY, INC.
CHILTON INVESTMENT SERVICES, LLC
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
INEFFABLE VENTURES LLC
BASSO CAPITAL MANAGEMENT, L.P.
PACIFIC ADVANTAGE CAPITAL GROUP LTD.
RELAYER CAPITAL MANAGEMENT LLC
STRONG WEALTH ADVISORS, LLC

Investors

Robert Gryboski
GREGORY RICHARD WERTZ
LISA DAWN NEKRICH
RICHARD PATRICK MORROW
DAVID CHARLES ALMQUIST
MICHAEL SCOTT FULTON
RICHARD JOSEPH SMALLEY
Robin Noel Bratone
Richard Cacciapaglia
ALI M GIRARDI
MARCO VENTRELLA
SEAMUS MATTHEW MONSCHEIN
Thomas Patrick OConnor
CHRISTOPHER ROBIN ELLIS
JEFFREY ROBERT HYMAN
RICHARD LAURENCE SIDEROWF
IRWIN MAISNER
STEVEN A GORDON
ELIZABETH ANNE SCHRODER
ERIC PATRICK DRAKE
Kenneth Tapley Sheresky
MARK ALBERT BILSKI
KEVIN A TOOHILL
FRANCIS MICHAEL SPINA
BRANDON NICHOLAS TROIANO
KERRY ANN ZAVORY
KYLE F. HUBLITZ
NORENA DAHL HOWARD
THOMAS SEAN NOLAN
MARK RYAN PHILLIPS
MARIA JESUS FRAILE ALONSO
KATHERINE MARY CLARKE
SEAN PATRICK KILBRIDE
MATTHEW MCKINNEY GARNETT
Brendan Cannon
DAVID R CRAW
PATRICK PETER LUCKART
NATHAN COLLINS
DOUGLAS ALEXANDER FODOR
Kimberly Hurley Ciccarello
Davis Michael Craw
STEPHEN BRADEN KELAKOS HABERSTROH
LAUREN MICHELE QUESADA
Sean Wallace
Mark Jackson
PAUL JOSEPH KIERNAN
Matthew Bennett Krefting
Ethan Shiers Hammond
Christina Xing Yi Liu
DONNA MARIE PALAIS
Brandon Miles Sherwood

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