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Best financial advisors in UNITED STATES COAST GUARD AC, CT

Registered advisers within 25 miles of UNITED STATES COAST GUARD AC, CT.

Offices
141
Firms
66
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,435,320 clients when Item 5C has a number
Avg / client
$4.14M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
CETERA INVESTMENT ADVISERS LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
INTEGRATED WEALTH CONCEPTS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
SIGHTLINE WEALTH ADVISORS, LLC

Investors

STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
JEFFREY ALAN SEGAL
BRIAN ROLFE
RICHARD J ZABLOCKI
Lee James Couture
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
JANET MARIE LARKIN
THEODORE JOHN SCHAAF
KEVIN STEVEN MORIN
Mark Wingfield
MARC LOWE
RODERICK IAIN DUXBURY
CHRISTINE MAE WAGNER
George Howard Coleman
THOMAS MICHAEL BURROWS
William Theodore Beyer
CHRISTOPHER PAUL ALDRICH
THOMAS JAMES DITTMEIER
LORI MANSFIELD CHRISTENSEN
DANIEL ROBERT DUNN
CHARLES VICTOR ROUSSEAU
Brian John Cacace
David Robert Cikatz
Devin S Rajza
Mark Michna
WILLIAM EDWARD DUVALL
MARK JOSEPH STEFFEN
STEFAN ALEXANDER PELLISH

Within 25 miles of UNITED STATES COAST GUARD AC, CT, Best Investors lists 66 registered investment advisory firms with 141 offices nearby, managing about $10.1T in combined regulatory AUM across 2,435,320 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 UNITED STATES COAST GUARD AC

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM