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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

KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
SULLIVAN FINANCIAL, LLC
WJ FINANCIAL ADVISORS, LLC
ALCHEMI WEALTH, LLC
WARNER WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ROBBIE MERCER
Ramah Mohammed Sanni
TYLER WESTERVELT POTTS
Avery Lacourciere
Ryan Peter Busby
Matthew L Naarden
Kelly E Maryeski
BRUCE ROBERT BUCK
ERIC JOSEPH MOREIRA
ROAN PATRICK SULLIVAN
MATTHEW JOSEPH SULLIVAN
STEPHEN ERNEST NORTON
FRANK BELCHER ABEL
PAUL VINCENT FERRUCCI
DAVID LANE FERRUCCI
Maria L Coffey
Linda Florence Brophy
MARY JANE NMN SULLIVAN
Catherine Cusson
Brandon J LaChance
WALLACE CLIFFORD JONES
Dante Bailey
JOSEPH DAVID GIACCONE
STEVEN JOHN JOHNSON
PHILIP BARTOW REYNOLDS
MICHAEL STEVEN JOHNSON
BRYAN DEAN MURPHY
STEPHEN GREGORY JORDAN
LAURIE ANN TOMLINSON
Kevin Harris
Kenneth Chmielewski
Sarah Jayne Layton
JOHN ANDREW KINNEY
BETTE LYNN PAEZ
DANIEL JOHN GERMAN
JAMES ALAN WARNER
Robyn M Wolcott
Brian Patrick Boyd
NAHID NOORY
KEVIN JOHN WHEELER
JUSTIN PETER MCLAUGHLIN
JOHN M GROSSO
BRITTANY ELIZABETH FELLER
James Munro
MARK JOSEPH EGIDIO
DANIELLE F HOULE
MATTHEW H WU
PATRICK FRANCIS XAVIER GINGRAS
David Michael O'Connor

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