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Best financial advisors in Terryville, CT

Registered advisers within 25 miles of Terryville, CT.

Offices
682
Firms
221
Combined AUM
$16.3T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,161,369 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
THE PATRIOT FINANCIAL GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
FARMINGBURY FINANCIAL SERVICES, LLC
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BURNE FINANCIAL CONCEPTS, LLC

Investors

ALYSON REBECCA ZIBELL
ANNETTE HASSAN
Allen Edward Dunahoo
ALEXANDER BERND OVERKAMP
WILLIAM STEELE COE
James Alexander Zeller
ELLEN MISURA CAPONE
JOSEPH IRIZARRY
ROBERT LATHAM TAYLOR
ANDREW DONALD MCALLISTER
RICHARD JAY RUSTIC
KAROL KAY MCALLISTER
THOMAS OLIVER BARNES
JILL AARON BRANDON
RICHARD PAUL CARUSO
MARIO ANTHONY GIOVANNUCCI
AMBER DAWN PINETTE
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
SCOTT SKIDMORE
AARON SCHROEDER
BIANCA MICHELLE NOISEUX
JOSEPH ELZIE GOSS
Sondra Ilene Ziegler
John Michael Poitras
RICHARD JOSEPH KNUDSEN
STEVEN F MINNINGER
CHRISTOPHER R. TORRES-GILBES
ADAM THOMAS DRINKWATER
BRYAN J. RICCI
Morgan Nichole Marx
Daphne Lynn Roberson
MATTHEW THOMAS SWEENEY
MICHAEL JOSEPH CHARLETON
JAMES MICHAEL TUOHEY
WILLIAM ROBERT MICARI
CHRISTOPHER SNOW BENJAMIN
MICHELLE ANN CUTRALI
JULIE BEAUCHAMP
NATHANIEL FIELDS BURNE
DAVID OMERI

Within 25 miles of Terryville, CT, Best Investors lists 221 registered investment advisory firms with 682 offices nearby, managing about $16.3T in combined regulatory AUM across 3,161,369 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 Terryville

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 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM