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Best financial advisors in Waterbury, CT

Registered advisers within 25 miles of Waterbury, CT.

Offices
792
Firms
247
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,152,172 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE CAPITAL ADVISORS, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JENNIFER DEXTER DIPIETRO
EMILY SUI-LING MEDREK
HEATHER A. HEPBURN
DAVID JOSEPH COPPOLA
Chelsea Anne Le Moine
MARGARET GUZMAN
KEVIN GERARD SMITH
Hannah Jane Verdi
JAMES WILLIAM COLEMAN
Thomas Robert LaPointe
Zachary Verdi
DAWN M ROSA
STEPHEN DOUGLAS HAYWOOD
MARK EDWARD SHUMILLA
MICHAEL RALPH PELOSI
SUSAN FROIS
Stephen Harrington
David Martins
John Matthew Eimer
Klaus Martin Engstler
Lydia Taft
DAVID ROY BOUFFARD
Shaun W Scott
Coral Edmonds
Adam Swiger
EMILY JEAN SAVAGE
David Lee Burrus
Michael T Goralski
Zachary Thomas Brown
James Terry Wiederholt
Maxwell Gebauer
Althea Mae Mortensen
PATRICK WILLIAM NAUGHTON
STEFANO PAUL CACCIOLA
MICHAEL CHARLES RILEY
THOMAS W. MORAN
JEAN MARIA DELBUONO
Patricia Gugliotti
DAVID THOMAS SALUSTRO
DAVID CHRISTOPHER MULHALL
WILLIAM HARVEY CONNER
FRANCESCA ANNETTA DEBONIS
MARTA NERIN
JAMES RICHARD ODONNELL
TIFFANY MARIE LYGA
ANTONIO AMERICO CIOCCA
GREGORY THOMAS CIMMINO

Within 25 miles of Waterbury, CT, Best Investors lists 247 registered investment advisory firms with 792 offices nearby, managing about $16.9T in combined regulatory AUM across 3,152,172 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 Waterbury

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