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Best financial advisors in Washington Depot, CT

Registered advisers within 25 miles of Washington Depot, CT.

Offices
227
Firms
78
Combined AUM
$8.67T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,267,338 clients when Item 5C has a number
Avg / client
$3.82M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
OPPENHEIMER & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
BURNE FINANCIAL CONCEPTS, LLC
BARRON FINANCIAL GROUP, LLP
OSAIC INSTITUTIONS, INC.
RONALD J. IANNUCCI CFP

Investors

DEAN MATTHEW AITA
Cailyn Paradise
MICHELE DIANE PRLICH
SARAH K WELCH
MATTHEW PAUL KARPAS
ZACHARY ADAM CHERNUS
PAUL THEODORE CASALI
MARK ERIC TERNA
JAMES FRANCIS COMERFORD
Kimberly Lynn Saja
Mehdi Azizi
MARK RICHARD JONES
CANDICE CANDIKA POPE
Brianna Elizabeth Gambacini
EMILY JEAN SAVAGE
LOURDES N CARDENAS
FRANCIS ST AMAND
Luis A. Abella
William C Greeley
ROSEMARY BUTLER
Ivan Shiffman
Cody Richard St John
DAVID OMERI
NATHANIEL FIELDS BURNE
ROBERT EUGENE BERG
JOHN EDWARD SEAGRAVE
JAMES ALFRED THIBAULT
SANDRA LYNN THIBAULT
RAMAN GROVER
James Alexander Zeller
RONALD JOHN IANNUCCI

Within 25 miles of Washington Depot, CT, Best Investors lists 78 registered investment advisory firms with 227 offices nearby, managing about $8.67T in combined regulatory AUM across 2,267,338 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 Washington Depot

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM