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Best financial advisors in Westport, CT

Registered advisers within 25 miles of Westport, CT.

Offices
1,797
Firms
963
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,164,015 clients when Item 5C has a number
Avg / client
$7.07M
Combined AUM ÷ clients

Nearby offices

Firms

VESEY VENTURES LP
SIGNAL LAKE GENERAL PARTNER LLC
SENECA WEALTH ADVISORS, LLC
PARK AVENUE SECURITIES LLC
QUORUS INC.
DIVYDE CAPITAL PARTNERS L.P.
MORGAN STANLEY
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
ASPETUCK FINANCIAL MANAGEMENT LLC
WEALTHSPIRE ADVISORS
GRAY'S CREEK CAPITAL ADVISORS, LLC
KINGFISHER INVESTORS LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.

Investors

SETH TUTLIS
BENJAMIN L NICHOLS
TIMOTHY M MEYER
DAVID BIBICOFF
ANDREW EDWARD ZIMMERMAN
JOHN WILLIAM HILL
KYLE JOSEPH BIRMINGHAM
Prashant A Joshi
ALEXANDRA EMMA LYON
STEPHANIE MARIE FRANCHINI
Karl Christian Mergenthaler
MARK C BURTON
MATTHEW STEPHEN LANDRY
Jane C Hoeffner
MICHAEL FRANKLIN WEIN
STEVEN DOMINIC D'AMICO
MATTHEW SCOT BISLAND
MARY A WARGO
JENNIFER L HRADEK
DAVID JOSEPH CASTLE
STEVEN J. EVANCHIK
DEREK MARK SLOVAK
Matthew Downing Sargent
Gennaro Zimbaldi
ABBY WOLMAN Wolman MCELROY
EILEEN MARIE TIEFENTHALER
FREDERICK PAUL LAWRENCE
Lee M Hunter
TODD CORBETT
JOANN CARBALLERA
PHILIP JOSEPH QUAGLIARIELLO
SCOTT D DREVER
JON ARTHUR GAROFALO
THOMAS JOHN CAGGANELLO JR
EARL DAVID WHEWAY
EDWARD Z KWIATKOWSKI
DANIEL JAMES WRIGHT
Scott J Panza
CHRISTOPHER DESANTIS
JUSTIN PATRICK LOFARO
HEIDY VILLARROEL
BRYAN H HARMON
TIMOTHY JOHN ROMANO
Heather Renee Tiefenthaler
BRIAN SWEDROCK
CHARLES ANTHONY LOBOSCO
Nicholas Liucci
Juliana Cardona Panov
Michael Scott Tiefenthaler
Robert Charles DeWaele
Dennis Berardi
John Jude Probst
Michael Albert Roman
Dylan Hugh Roy
Christopher J Romano
Tara Frances O'Connor
FREDRIC ROBERT LOWE
CHRISTOPHER MICHAEL SPAHN
DONALD RICHARD LARSON
GERARD S. SPIEGEL JR.
JUSTIN ERIK BORGLUM
SUSAN KATHLEEN PELLETIER
WILLIAM THOMAS LEWIS
CAROLE ANN CALDWELL
ADAM PATRICK LEAPLEY
CHRISTOPHER SCOTT RICHARDS
ELIZABETH ANN SELIMOVIC
WENDY K HINDMAN-HAUCK
ARTHUR GAROFALO
SUSAN ALINTOFF
Aaron E. Hall
KOSTANTINA LIVESAY
VICTOR H PENA
Mark G Beaven
LOUIS I HERSKOVITZ
Rhys H Schaper
BRUCE DOWNING SARGENT
JOYCE SHULTZ GOLDFARB
ROBERT K MUELLER
ROBERT A PANZA
KURT ROBERT TIEFENTHALER
EDWARD JAMES MCCORMICK
JONATHAN ALAN GOLDSTEIN
Rocco Donofrio
Daniel J Driscoll
JONATHAN A STINSON
James William Gravalis
MATTHEW JOSEPH ROBEY
JOSEPH V BARBETTA
PATRICIA CARRERA
MICHAEL STEPHEN THOMAS
WALTER GREGORY RODIGER
MATTHEW BENINATI
MIKLOS STEFAN GUDRICZA
JORDAN SCOTT KERNER
JONATHAN WILLIAM PAPP
BRIAN JOSEPH BELLO
Connor Post
STEVEN CLAUDE VIOLETTE
BRUCE DAVID BROWN
NATHANIEL WARREN FOOTE
THOMAS DUDLEY MOORE
JOHN PETER MILLER
ANDRE MIRKINE
SUZANNE LOUISE LICHTMAN
ANTHONY LAURENCE ARICO
BRIAN P SCANLON
GERALD MICHAEL GLADNICK
RICKY DAVID CHERNOK
MICHAEL LEONARDO PAPPA
JEFFREY SCOTT SHARPE
BRAD CHRISTOPHER MCBRAIR
SARAH V MAN
ANA BACKA
JOSEPH BERTRAND VADNAIS
CHRISTOPHER JOHN CUNNINGHAM
MARIO FAUSTINI
JEFFREY BART COHEN
RICHARD CAMERON HUTCHINS
GARY FORD MUNOWITZ
LIZA BETH WELDON
GEORGE SEILER
JAMES RICHARD ALPERIN
SANDRA MILENA BONILLA
JAMES RUSSELL STANLEY
CHRISTOPHER ECKERT
PETER MICHAEL STEIWER
HOWARD MATSON
NICHOLAS V SOARES
JEFFREY ALEN STEWART
GEORGE NICHOLAS VENIZELOS
STEVEN WILLIAM SHERMAN
BRIAN TIMOTHY SUOZZI
Sabrina Gagliotta
JELMENA HUDSON
JERRY DECEMBRE
ALICIA MARIE WHEARTY
MICHAEL JOSEPH ZADLO
THERESA ANN GARTNER
BETTY MARIE BASILONE
ERIC WADE HUDSON
Varun Soondar
JAMES CARLTON HUNTER
Jennifer Bower Perkins
ULIANA G. MICHAELIS
OLIVER PURSCHE
SUNIL RUPCHAND MAHTANI
Cassandra C Fullilove
ASHLEY ROBERT SCHEXNAILDRE

Within 25 miles of Westport, CT, Best Investors lists 963 registered investment advisory firms with 1,797 offices nearby, managing about $22.4T in combined regulatory AUM across 3,164,015 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 Westport

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM