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Best financial advisors in Weston, CT

Registered advisers within 25 miles of Weston, CT.

Offices
1,464
Firms
852
Combined AUM
$22.5T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,835,811 clients when Item 5C has a number
Avg / client
$7.94M
Combined AUM ÷ clients

Nearby offices

Firms

ALTUS CAPITAL PARTNERS, INC.
STONEBRIDGE ADVISORS LLC
OAK MANAGEMENT CORPORATION
MERIT FINANCIAL ADVISORS
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STILL LAKE CAPITAL, LLC
BLACK OAK CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AIS CAPITAL MANAGEMENT L.P.
AGILIS INVESTMENT MANAGEMENT LLC
ROUND ROCK ADVISORS LLC
SIRI CAPITAL ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
VESPULA CAPITAL MANAGEMENT LLC

Investors

SHEFKI VINCA
ROBERT ALLEN WOLF
ERIC DAVID WEAVER
MARIE-BELLE MIKUE
JOANNE GAUTRAU
EMILY SUSAN BOOTHROYD
GREG ADAM DIAMOND
LEE POVINELLI
Christopher Leavay
Giancarlo Manzone
HEATHER SIMON SEVILLANO
JIN HU
NYDIA E. CONCEPCION
Scott Leonard Dynan
JEFFREY MITCHELL SHAW
Elaine Votier Biersack
Allison Costas
BERT THOMAS BOWLER
CRAIG DAN JENSEN
JOHN ROBERT PLANELL
LYNDA KOMMEL-BROWNE
ROBERT JOSEPH BENNETT
CONNOR SHEPARD FLEMING
JOHN ROBERT HUMMEL
Christopher H Kalivas
CONSTANTINE PAPYANNAKIS KALIVAS
ISABELLA ROMA GRIFFIN
MICHAEL GERARD BREWI
Anthony James Rocco
WILLIAM ROBERT HELMRICH

Within 25 miles of Weston, CT, Best Investors lists 852 registered investment advisory firms with 1,464 offices nearby, managing about $22.5T in combined regulatory AUM across 2,835,811 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 Weston

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM