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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

GOLDMAN SACHS WEALTH SERVICES, L.P.
UBS ASSET MANAGEMENT (AMERICAS) LLC
WAVELENGTH CAPITAL MANAGEMENT, LLC
ARDMORE ROAD ASSET MANAGEMENT LP
GREATER WEALTH
LPL FINANCIAL LLC
EDWARD JONES
NORMAN KRAMER INVESTMENTS, INC.
GREEN PASTURES WEALTH MANAGEMENT LLC
FAIRPORT ASSET MANAGEMENT CORP
STARBOARD CAPITAL PARTNERS, LLC
ESSEX FINANCIAL SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
APEX CAPITAL MANAGEMENT (NEW YORK) LLC
FERMAT CAPITAL MANAGEMENT, LLC
ARARAT CAPITAL MANAGEMENT LP

Investors

Cassandra C Fullilove
ASHLEY ROBERT SCHEXNAILDRE
JENNIFER ROSE HUISKING
Rudolph A Sarro
REBECCA MAE HILL
Stephen Edward Canter
BRIAN MICHAEL LIEBERT
JARED NEILSON MCGILL
THOMAS E HOBIN
KIMBERLY ANN TRIMMER
Stephen M Krizek
NORMAN KONOGY KRAMER
LEELAND FRANKLYN GRAY
ADELE JOY GOETZ
ROGER WILLIAM GOETZ
Owen W Bregman
CHRISTOPHER JOHNSTON SAWCH
EDWARD ALLEN BOOTH
HAILLEY ANN TORRES
SEAN FRANCIS FLYNN
Matthew Gregory Becker
MATTHEW ROBERT WEBBER
KEITH WILLIAM SOMERS
ROBERT ERIC HOFFMAN
DANIEL LAWRENCE FREDDINO
CHUNG HYUN LEW

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