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Best financial advisors in Springdale, CT

Registered advisers within 25 miles of Springdale, CT.

Offices
2,006
Firms
1,014
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,254,252 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

FACTOR6 CAPITAL, LP
CARNEGIE INVESTMENT COUNSEL
JACKSON, GRANT INVESTMENT ADVISERS, INC.
SPECTRUM ASSET MANAGEMENT, INC.
PRINCIPAL ASSET MANAGEMENT
HEDGEYE ASSET MANAGEMENT, LLC
STRATOS WEALTH PARTNERS, LTD
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
RGA INVESTMENT ADVISORS, LLC
KANE ASSET MANAGEMENT, LLC
SPREE CAPITAL ADVISERS
SUMMER FAMILY ADVISORS LLC

Investors

JOHN JAY KNOX
ALEJANDRO MIGUEL VELAZQUEZ
ALISON J HAMILTON
LYNN RENEE NAJMAN
DAVID KENNEDY LAIDLAW
DAVID ABBOTT TILLSON
Cooper James Smith
Ryan V Flynn
MICHAEL TENREIRO
ROBERT T CARROLL
Julie J. JASON
MATTHEW ROSS BYER
KEVIN OBRIEN NUGENT
ANDREW DEAN PURDY
STEVEN JAY SOLMONSON
CHRISTOPHER COFFIN WILSON
Emma Alexandra Vlasic
Andrew Nanai
DAVID ANDREW SALEM
ROBERT JAMES MCGROARTY
JUDITH PETERSON HAVARD
HARRISON WALL
OSKAR AGARONOV
Zhu Zhang Howard
Dennis Peter
Asiel L Cunill
JOSEPH GOETT
PETER LEE HART
JEFFREY DAVID ROCKWELL
ELLIOT J TURNER
Armando Garcia
Maximilian Montagnino

Within 25 miles of Springdale, CT, Best Investors lists 1,014 registered investment advisory firms with 2,006 offices nearby, managing about $22.0T in combined regulatory AUM across 3,254,252 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 Springdale

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