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Best financial advisors in Trumbull, CT

Registered advisers within 25 miles of Trumbull, CT.

Offices
1,059
Firms
536
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,832,380 clients when Item 5C has a number
Avg / client
$6.85M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SLADEK & WITEK, LLP
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
GREEN PASTURES WEALTH MANAGEMENT LLC
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
FAO WEALTH INC
OSAIC WEALTH, INC.

Investors

PAUL SUSANA
ERIN MURPHY CANDLER
ANTHONY SALVATORE SOCCI
WESLEY MARTIN PRESLAR
JOHN JOSEPH SCINTO
Anisa Gjermeni
CRAIG LOUIS MEADOWS
JOSEPH NORBERT SLADEK
JOHN STEVEN WITEK
JAMES AGOSTISI
CHRISTIAN MICHAEL MORGAN
IRA TABER
Jeffrey Allan Spiewak
GENE BORCHETTA
ROBERT TODD DALY
JANE-ELLEN PORTER-STEFANOWICZ
STEPHEN CHARLES BOYLE
ASHISH VERMA
MARY KAY HERMANN
ABEL ANDRES RAMOS
Achyuta S Nidadavolu
MATTHEW WILLIAM FORTNEY
WILLIAM M CALDERON
ROY E. JOHANSEN
LEONEL CALDERON
Roger Ciriello
STEVEN MICHAEL TUCHBAND
JOHN KINNEY MEAD
LEELAND FRANKLYN GRAY
GREGORY JOHN BAVEDAS
ANTHONY JOHN BAVEDAS
SAM EARL KEYLOCK
ABRAM M OZECK
Benjamin Michael Williams

Within 25 miles of Trumbull, CT, Best Investors lists 536 registered investment advisory firms with 1,059 offices nearby, managing about $19.4T in combined regulatory AUM across 2,832,380 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 Trumbull

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM