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Best financial advisors in Southport, CT

Registered advisers within 25 miles of Southport, CT.

Offices
1,545
Firms
847
Combined AUM
$20.6T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,837,534 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

APEX CAPITAL MANAGEMENT (NEW YORK) LLC
B SIDE PARTNERS, LLC
STORMFIELD CAPITAL, LLC
FREMONT WEALTH MANAGEMENT, LP
STARBOARD CAPITAL PARTNERS, LLC
ESSEX FINANCIAL SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
5TH STREET ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
RONDEIVU ADVISORY
CHARTER RESEARCH & INVESTMENT GROUP INC
AMERIPRISE FINANCIAL SERVICES, LLC
EDGEWOOD CAPITAL ADVISORS, LLC
DAYMARK WEALTH PARTNERS, LLC

Investors

CHUNG HYUN LEW
LAURIE E STEFANOWICZ
THOMAS JOHN BLAKE
PATRICK WOODS FREMONT
Owen W Bregman
CHRISTOPHER JOHNSTON SAWCH
EDWARD ALLEN BOOTH
HAILLEY ANN TORRES
SEAN FRANCIS FLYNN
CESAR GONZALEZ MANENT
ABELARDO SANTIAGO CURDUMI
SHANE DEE PENDLEY
Carolina Cristina Manent
Jared Kent Miller
Gregory M Kuhfeldt
Thomas P Hansen
ROBERT CHARLES GIANNINI
RICHARD PAUL CAMARDA
Matthew S. Rick
MELINDA LEE
Lukasz Janko
JOHN RYUICHI UYEKI
Franz A Warren
Keith M. Fiala
JOSHUA MICHAEL MILLER
Carlos Javier Aviles
MICHAEL RADLEY ASHMORE
PAULA MASTRONI LUCIANI
WILLIAM HINCHLIFFE DUNN
MICHAEL JAMES GRENNAN
PATRICK JOHN CLARK
PATRICK GEORGE COLLIGAN
Nicole Lynn Bouffard
STEPHEN ROBERT BLACK
MICHAEL LAWRENCE FEINSTEIN
KEVIN A TUCKER
ANTHONY JOSEPH SALERNO
DAVID MORRIS LALICH
Peter J. Mathes
NOEL IAN FORMA
ERIC DAVID JOHNSON
WILLIAM JOSEPH TROND
MATTHEW JOSEPH KENNELLY
STEVEN VINCENT PROCACCINI
COLIN J WILHELMY
ROBERT VINCENT SOMMA
VINCENT ANNIBALE PROCACCINI
Robert Vittori
DANIEL NORMAN BARON
MEGAN E HELBIG

Within 25 miles of Southport, CT, Best Investors lists 847 registered investment advisory firms with 1,545 offices nearby, managing about $20.6T in combined regulatory AUM across 2,837,534 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 Southport

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