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Best financial advisors in Vernon, CT

Registered advisers within 25 miles of Vernon, CT.

Offices
659
Firms
222
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,147,251 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
RMP INVESTMENTS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY FINANCIAL CONCEPTS, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE WEALTH ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
ST. BERNARD FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
FINANCIAL ANSWERS, LLC

Investors

James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
PETER JOSEPH JESANIS
Josh W Oliver
DENNIS L MORIN
JEFFREY C MORIN
Troy Jeffrey Morin
EDWARD STANLEY MYERS
Marlene Andrea Raffington Lambert
TRAN NGUYEN TRAN
Rica Nicolescu
Cristian Nicolescu
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
Patricio Ortiz
Alexander Goodkind
Mark Barkasy
DIANE SCHAFER KELLY
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
ETHAN JEFFREY GOODMAN
Gerta Xhelaj
SARAH ELIZABETH MASKILL

Within 25 miles of Vernon, CT, Best Investors lists 222 registered investment advisory firms with 659 offices nearby, managing about $16.5T in combined regulatory AUM across 3,147,251 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 Vernon

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