Best Investors Account Sign in

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

STIFEL, NICOLAUS & COMPANY, INCORPORATED
KESTRA ADVISORY SERVICES, LLC
SANCTUARY ADVISORS, LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
FISCAL WISDOM WEALTH MANAGEMENT LLC
EAGLE CAPITAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

MARK JOSEPH HAMMOND
Christopher Brent Metcalf
Alison V Masopust
DONALD A DEBIASE
LYNN ANN SCULLY
EMILY ANNE BURR
Francis Gallo
JASON M CASTALDI
ZAKARY CIANCIOLO
Maximo Trama
EVAN CENTOPANI
PAUL JOSEPH MARIANO
David Richardson
Michael Rourke Burke
Matthew Stillwell Traub
Gordon Anthony Brown
James Alexander Zeller
THOMAS W. MORAN
JEAN MARIA DELBUONO
WILLIAM STEELE COE
BARRY MICHITSCH
Allen Edward Dunahoo
ALEXANDER BERND OVERKAMP
MICHAEL RALPH PELOSI
SUSAN FROIS
Harold W Smith
Theodore E De Giacomo
JORGE DIAS
JAMES HENRY ATKINSON
MICHAEL ALAN MARTIN
Steven D Sax
JOAN A BUONOCORE
Jennifer L Cremin
SUZANNE C MACERO
JOHN JOSEPH DELEO
NICHOLAS V MICELI
Matthew Shay Cole
MARY Christine GRAY
Christopher M Conto
RICHARD ARISMENDY FABIAN
CLARK E GILES
CHRISTOPHER JOHN SCUDDER
Nicholas J Drew
THOMAS A D'AVANZO
JANET E PARRY
GUY WILLIAM HOWARD
BENJAMIN AARON EDWARDS
COLIN MATTHEW BREWINGTON
Daniel L Bedard
LISA B SIMON
CHRISTOPHER JOHN TESTA
DAVID OMERI
MORRIS ANTHONY HILTON
SIMON BENJAMIN TARVIN
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
DAVID CHRISTOPHER MULHALL
WILLIAM HARVEY CONNER
FRANCESCA ANNETTA DEBONIS

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