Best Investors Account Sign in

Best financial advisors in Weatogue, CT

Registered advisers within 25 miles of Weatogue, CT.

Offices
713
Firms
231
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,156,880 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

TSCG INVESTORS, LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
HONU CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
TELOS PARTNERS LLC
FORREST FINANCIAL PARTNERS LLC
CGN ADVISORS, LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IRONWOOD CAPITAL ADVISORS LLC
IRONWOOD CAPITAL CONNECTICUT I LLC

Investors

Robert Jon Fiondella
Nolan Christopher Glenn
ROBERT JON FIONDELLA
MICHAEL FRANCIS GACEK
MATTHEW R CARBRAY
Michael J Hatch
MARGARET HENSLEY JAKUBOWSKI
ROBERT W HENSLEY
LISA MARIE CALCAVECCHIA
ROBERT STEVEN HENSLEY
Amanda Rose Benecchi
Christopher Forrest Stevenson
KENNETH ARTHUR FOISIE
JEFFREY PATRICK EUTING
DAVID J GILLARD
SCOTT R KIEPER
David Ivanoudis
JASON JAMES WARNKE
Thomas J Turon
Avery Scott Barlow
Michael Robert Becconsall
ELIOT MITCHEL WEISSBERG
RANALD KIM NICHOLAS
STEELE SKIBISKY
THOMAS HALL
NICHOLAS WENTWORTH WALSH
ALEXANDER DEWITT WALSH
THOMAS HALL
ELIOT MICHAEL BASSIN

Within 25 miles of Weatogue, CT, Best Investors lists 231 registered investment advisory firms with 713 offices nearby, managing about $16.2T in combined regulatory AUM across 3,156,880 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 Weatogue

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