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Best financial advisors in Pomfret, MD

Registered advisers within 25 miles of Pomfret, MD.

Offices
689
Firms
352
Combined AUM
$18.4T
Firm-wide filings, not assets booked only here
Clients
3.63M
3,633,171 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ALPHASTAR CAPITAL MANAGEMENT
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE CAPITAL MANAGEMENT LLC
RELIABLE ALLIANCE FINANCIAL
EQUITY SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
DECENTRAL PARK ADVISORS, LLC
INDEPENDENT FINANCIAL GROUP, LLC
TD PRIVATE CLIENT WEALTH LLC
TRADERS A.I., INC.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
STRATEGIC BLUEPRINT, LLC

Investors

Casey Christine Styer
Elizabeth E Rockenbaugh
RODRIGO JORGE CUELLAR SERRANO
SUNIL K DHARAMSI
PETER JOSEPH MARKET
DAVID ALAN LOPEZ
Luis Chase Lopez
Gamal Aburdene Marcos
Miguel Angel Talero
Nicolas F Cortes Godoy
Young Hoon Jung
DEREK NORMAN SAUERWINE
Anthony James Tenorio
WAN SHIU MCCORMICK
SUN MIN KIM
DAESUNG JI
AMBREEN SHAHAB
Chi H Yeon
DOUGLAS SAWYER COREY
Celvin N Reyes Ramos
Oluwarotimi Odutola
LORI POCOCK ALLISON
MICHAEL REED STEVENS
KATHRYN POCOCK GUSTAFSON
PATRICIA ANNE KOEHN
Nicholas Hale Stevens

Within 25 miles of Pomfret, MD, Best Investors lists 352 registered investment advisory firms with 689 offices nearby, managing about $18.4T in combined regulatory AUM across 3,633,171 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 Pomfret

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