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Best financial advisors in Upper Stepney, CT

Registered advisers within 25 miles of Upper Stepney, CT.

Offices
866
Firms
394
Combined AUM
$15.7T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,830,973 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OPEN CIRCLE WEALTH PARTNERS
COMMONWEALTH FINANCIAL NETWORK
DICK HUTCHINSON REGISTERED INVESTMENT ADVISOR
KNOX CAPITAL
STATE FARM INVESTMENT MANAGEMENT CORP.
SHEPHERD KAPLAN LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
REGAL INVESTMENT ADVISORS LLC

Investors

THOMAS W. MORAN
JEAN MARIA DELBUONO
Lori Lynn Liell
ROBERT JAMES BAPTIST
Patricia Gugliotti
JOHN HORSLEY WYGAL
ANDREW MADLENER
CRAIG A MONTANARI
Joanne Martin
KOREY KING JUNIEWIC
NORMAN JOSEPH JUNIEWIC
ALEX LINDSAY MADLENER
Alan Tuchmann
ROSEMARY BUTLER
JOSEPH A ARMISTO
MARK EDWARD SHUMILLA
ROBERT EUGENE BERG
Talia S Lazaro-Simpson
Matthew C Hyres
DAWN M ROSA
Theodore C Davis
MARGO HILL
JOSEPH JOHN STANGO
MICHAEL DOS SANTOS FERREIRA
Patrick Jude Skelly
SHAWN CHRISTIAN EVERETT
Ericka Butler

Within 25 miles of Upper Stepney, CT, Best Investors lists 394 registered investment advisory firms with 866 offices nearby, managing about $15.7T in combined regulatory AUM across 2,830,973 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 Upper Stepney

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM