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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

LPL FINANCIAL LLC
PRIME CAPITAL FINANCIAL
CRUISER CAPITAL ADVISORS, LLC
FIRST ADVISORS NATIONAL, LLC
PIER CAPITAL, LLC
GREYLOCK CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
STRATOS WEALTH PARTNERS, LTD
KEY INVESTMENT SERVICES LLC
M28 CAPITAL MANAGEMENT LP
PARKMAN HEALTHCARE PARTNERS LLC
ABUNDANT WEALTH MANAGEMENT LLC
DRAPER FISHER JURVETSON GOTHAM MANAGEMENT, LLC
TOWER BAY ASSET MANAGEMENT LP
GAINLINE CAPITAL PARTNERS LP
ARBOUR LANE CAPITAL MANAGEMENT LP
VMG 2021 LLC

Investors

LUCAS MARGENOT
TERENCE BARNETT
GEORGE RICHARD BUCK
CHRISTOPHER ANDREW AGUELE
Richard Michael Parry
KATHARINE ELIZABETH COPPOLA
ELENA CRISTINA PETERSON
Julie Sterling
Gingo Ruiz
George Andrew Ameer
Thomas Patrick Casey
Matthew G Honig
ANTHONY JOSEPH VEIGA
Ryan Michael Hayes
Guillermo Torres
Timothy Jude Smith
Brendan R Azoff
Francis Anthony Brown

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