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Best financial advisors in Southbury, CT

Registered advisers within 25 miles of Southbury, CT.

Offices
716
Firms
277
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,824,245 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
SANCTUARY ADVISORS, LLC
MML INVESTORS SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OPPENHEIMER & CO. INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC
SHEHU ASSET MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

JUSTIN RODRIGUES
MORRIS ANTHONY HILTON
SIMON BENJAMIN TARVIN
BENJAMIN AARON EDWARDS
COLIN MATTHEW BREWINGTON
Daniel L Bedard
LISA B SIMON
EMILY ANNE BURR
Francis Gallo
JASON M CASTALDI
ZAKARY CIANCIOLO
Maximo Trama
EVAN CENTOPANI
PAUL JOSEPH MARIANO
David Richardson
Michael Rourke Burke
Matthew Stillwell Traub
Gordon Anthony Brown
GUY WILLIAM HOWARD
MARK JOSEPH HAMMOND
Christopher Brent Metcalf
Alison V Masopust
DONALD A DEBIASE
LYNN ANN SCULLY
Harold W Smith
Theodore E De Giacomo
JORGE DIAS
JAMES HENRY ATKINSON
MICHAEL ALAN MARTIN
Steven D Sax
JOAN A BUONOCORE
Jennifer L Cremin
SUZANNE C MACERO
JOHN JOSEPH DELEO
NICHOLAS V MICELI
Matthew Shay Cole
MARY Christine GRAY
Christopher M Conto
RICHARD ARISMENDY FABIAN
CLARK E GILES
CHRISTOPHER JOHN SCUDDER
Nicholas J Drew
THOMAS A D'AVANZO
JANET E PARRY
CHRISTOPHER JOHN TESTA
DAVID OMERI
KATHLEEN ANN LOMBARDO
RALPH LOUIS YOVANE
MARGUERITE ELIZABETH TOMEO
JEFFREY THOMAS MONTVILLE
THOMAS MICHAEL MCCARTHY
ALAN JOSHUA SOKOL
LEONARD JAMES MANZ
DEREK JAMES PACKETT
TIMOTHY JAMES BLANKENSHIP
STEVEN MICHAEL HAAS
NANCY ANN DOBRZANSKI
NICHOLAS VINCENT GUIDITTA
Jackson Glenn Fredericks
JOSEPH ANTHONY CULLEN
JARED DAVID WHITE
LAURA Anne MAGUIRE
Harrison Aaron Graham
Gianna DeAngelis
THOMAS C. PARON
KEVIN ANDREW KENNEDY
Sam Shehu
John Michael D'Agostino
JAN WISE

Within 25 miles of Southbury, CT, Best Investors lists 277 registered investment advisory firms with 716 offices nearby, managing about $15.4T in combined regulatory AUM across 2,824,245 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 Southbury

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM