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Best financial advisors in Washington Green, CT

Registered advisers within 25 miles of Washington Green, CT.

Offices
284
Firms
92
Combined AUM
$8.78T
Firm-wide filings, not assets booked only here
Clients
2.27M
2,270,266 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

DEAN MATTHEW AITA
Cailyn Paradise
Cody Richard St John
Luis A. Abella
William C Greeley
LOURDES N CARDENAS
FRANCIS ST AMAND
ROSEMARY BUTLER
RAMAN GROVER
RONALD JOHN IANNUCCI
John J Holmes
SARAH K WELCH
DAVID OMERI
MATTHEW PAUL KARPAS
ZACHARY ADAM CHERNUS
NATHANIEL FIELDS BURNE
ROBERT EUGENE BERG
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
Ivan Shiffman
DAVID THOMAS SALUSTRO
KATHLEEN ANN LOMBARDO
RALPH LOUIS YOVANE
MARGUERITE ELIZABETH TOMEO
JEFFREY THOMAS MONTVILLE
THOMAS MICHAEL MCCARTHY
ALAN JOSHUA SOKOL

Within 25 miles of Washington Green, CT, Best Investors lists 92 registered investment advisory firms with 284 offices nearby, managing about $8.78T in combined regulatory AUM across 2,270,266 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 Green

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