Best Investors Account Sign in

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

CASTLEKEEP INVESTMENT ADVISORS
CWM, LLC
HIGHTOWER ADVISORS, LLC
LEARGAS CAPITAL LLC
BALANCE POINT CAPITAL ADVISORS, LLC
BHMS INVESTMENTS, LP
RBC CAPITAL MARKETS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERIT FINANCIAL PARTNERS LLC
CHARTER OAK EQUITY MANAGEMENT, LLC
LIME ROCK
EDGE PARTNERS CAPITAL LLC
HCAP 1 LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHSPIRE ADVISORS
STRATEGY ASSET MANAGERS L.L.C.
BLACK OAK CAPITAL MANAGEMENT, LLC
COMPASS GROUP MANAGEMENT LLC
MML INVESTORS SERVICES, LLC

Investors

STEPHEN BRADEN KELAKOS HABERSTROH
LAUREN MICHELE QUESADA
Sean Wallace
Mark Jackson
PAUL JOSEPH KIERNAN
Matthew Bennett Krefting
Ethan Shiers Hammond
Christina Xing Yi Liu
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
HREFNA S MARTIN
Brian Joseph Buckley
JASON LAWRENCE HELMBOLD
Lawrence Paul Story
Koy Price
Robert Gryboski
GREGORY RICHARD WERTZ
Liam Thomas Whaley
KENNETH CHARLES HEISER

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