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Best financial advisors in Woodbridge, CT

Registered advisers within 25 miles of Woodbridge, CT.

Offices
761
Firms
285
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,916,514 clients when Item 5C has a number
Avg / client
$6.10M
Combined AUM ÷ clients

Nearby offices

Firms

HERITAGE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WHARTON MIDMARKET INVESTMENT ADVISORS INC
KEY INVESTMENT SERVICES LLC
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.

Investors

WILLIAM C PRATHER
GLENN DAVID UFLAND
BENNET THOMAS THONAKKARAPARAYIL
Roain Lamar Saunders
DAVID SCOTT CHORNEY
PAUL BRIAN SCHATZ
William Scot Little
MAURIEL ALEJANDRO VEGA
PAUL HARRIGAN
DANIEL VELAZQUEZ
Julia Grace Ferraro
CYNTHIA ANN GIOVACCHINO
JUSTIN RUSSELL
ELIZABETH JANE BAKER
JOHN E NEVINS
LUIS CABRAL
TRESSAN QUINN
JEFFREY ADELGLASS
EVAN JAY ADELGLASS
ALEXANDER NICOLA CASELLA
DANIEL MICHAEL CALARCO
ROBERTO RABASSA
MICHAEL ANTHONY MORAN
RICHARD JOHN MORAN
ANTHONY GALLAGHER
RITA MARIE CROLL
DIANNE MARIE MILANO
JOHN PAUL LOMBARDI
CHRISTOPHER PODKOWIAK
JONATHAN CHRISTOPHER FARENS

Within 25 miles of Woodbridge, CT, Best Investors lists 285 registered investment advisory firms with 761 offices nearby, managing about $17.8T in combined regulatory AUM across 2,916,514 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 Woodbridge

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 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM