Best Investors Account Sign in

Best financial advisors in Westbrook, CT

Registered advisers within 25 miles of Westbrook, CT.

Offices
349
Firms
131
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,686,271 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

PHRACTION MANAGEMENT LLC
MONEY CONCEPTS CAPITAL CORP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
JGS WEALTH MANAGEMENT, LLC
1.21 GIGAWATTS MANAGEMENT COMPANY LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
TOOMEY INVESTMENT MANAGEMENT, INC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Investors

Nathaniel Richard Baldi
Heather Dean Blanchard
Lee James Couture
SETH CHRISTOPHER ADAMS
DANIEL RICHARD ADAMS
CRAIG PAUL TALIENTO
DANIEL R ADAMS
MARK STEPHEN COLETTA
JOHN GREGORY STALEGA
CHRISTOPHER JOSEPH DWYER
Matthew C Hyres
Alan Tuchmann
AUSTIN PATRICK TOOMEY
DANIEL Paul PERREAULT
BRENDAN RICHARD TOOMEY
Talia S Lazaro-Simpson
PAUL ANTHONY CATALANO
CAMERON EARL RICE
TIMOTHY GILBERT LASSEN
PETER JOSEPH COWEN
JOHN JOSEPH CAPECE
FRANK CHRISTOPHER ADAMS
Spencer M Rogers
ROBERT SCOTT GINSBERG
RYAN SAMUEL NASER
ALEXANDER FLOYD OCHSE
Jeanne Marie Nuhfer
Brandon Leigh Burleigh
Daniel J Waldron
Jason Daniel Phillips

Within 25 miles of Westbrook, CT, Best Investors lists 131 registered investment advisory firms with 349 offices nearby, managing about $13.5T in combined regulatory AUM across 2,686,271 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 Westbrook

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM