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Best financial advisors in Bolton, CT

Registered advisers within 25 miles of Bolton, CT.

Offices
630
Firms
218
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,147,198 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
VALMARK ADVISERS, INC.
ERNEST J. BROUSSEAU, CPA, CFP®
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EXCEL WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY FINANCIAL CONCEPTS, INC.
KEYNOTE FINANCIAL SERVICES, LLC

Investors

Nathanael Gilbert DiSalvatore
SHAUN COUR
ERIC JAMES SHARP
Blake Sharp
KEITH J WOLFF
RANDI KAY SABOSKI
Benjamin McKinnon Marlor
GARY T. WOLFF
DAVID CASARELLA
MATTHEW OLDRICH ELLIS
Josy Christine Maria Santiago
Nicholas Colonna
GEORGE MICHAEL MORGENROTH
EDWARD BARONCINI
JOSEPH DOMINICK MCNALLY
PAUL ANDREW HEYMAN
SANDRA IRENE BARANOWSKI
DENNIS MICHAEL RIHM
Nicholas Patrick Jean-Louis
KENDRA MARIE O'REILLY
PATRICK NEIL RIDER
DANIEL JOSEPH RIDER
JANICE MARIE JOHNSON
WILLIAM MASON MILLER
Sunny Patel
ARTHUR ALEKSANDOR PESKE
DOMINIC-SAVIO MANZI HIGIRO
MATTHEW BRADY PEAK
Ryan David Sulvester
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
PETER JOSEPH JESANIS
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN

Within 25 miles of Bolton, CT, Best Investors lists 218 registered investment advisory firms with 630 offices nearby, managing about $16.1T in combined regulatory AUM across 3,147,198 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 Bolton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM