Best financial advisors in Canterbury, CT

Registered advisers within 25 miles of Canterbury, CT.

Offices

110

Firms

49

Combined AUM

$9.25T

Firm-wide filings, not assets booked only here

Clients

2.02M

2,015,096 clients when Item 5C has a number

Avg / client

$4.59M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

67 LATHROP ROAD
PLAINFIELD, CT 06374

FCIG WEALTH MANAGEMENT, LLC

94 NORWICH ROAD
PLAINFIELD, CT 06374

OSAIC INSTITUTIONS, INC.

48 Norwich Road
Plainfield, CT 06374

MML INVESTORS SERVICES, LLC

110 MAIN STREET
JEWETT CITY, CT 06351

LPL ENTERPRISE, LLC

5 VINA LANE
BROOKLYN, CT 06234

KEY INVESTMENT SERVICES LLC

203 Main Street
Danielson, CT 06239

10.2 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

205 STORRS RD
MANSFIELD CENTER, CT 06250

10.2 miles away

J. W. COLE ADVISORS, INC.

6A Ledge Brook Drive
Mansfield Center, CT 06250

10.4 miles away

WESTCOTT INVESTMENT ADVISORS LLC

90 WESTCOTT ROAD
DANIELSON, CT 06239-0296

10.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

207 W Town St Unit 2B
Norwich, CT 06360

10.8 miles away

LPL FINANCIAL LLC

ONE CONNECTICUT AVE
NORWICH, CT 06360

10.8 miles away

HORACE MANN INVESTORS, INC.

898 North Main Street
Killingly, CT 06239

11.4 miles away

ROSE CITY CAPITAL MANAGEMENT, LLC

80 SHERMAN STREET
NORWICH, CT 06360

11.7 miles away

OSAIC INSTITUTIONS, INC.

560 HARTFORD PIKE
DAYVILLE, CT 06241

12.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

279 West Main Street
NORWICH, CT 06360

12.5 miles away

THAMES FINANCIAL MANAGEMENT

457 WEST MAIN STREET
NORWICH, CT 06360

12.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

129 W THAMES ST
NORWICH, CT 06360

LPL FINANCIAL LLC

624 WEST MAIN STREET
NORWICH, CT 06360

13.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1066 STORRS RD STE A
STORRS, CT 06268

13.4 miles away

LPL FINANCIAL LLC

202 SALEM TURNPIKE
NORWICH, CT 06360

14.2 miles away

Firms

LPL FINANCIAL LLC

FCIG WEALTH MANAGEMENT, LLC

OSAIC INSTITUTIONS, INC.

MML INVESTORS SERVICES, LLC

LPL ENTERPRISE, LLC

KEY INVESTMENT SERVICES LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

J. W. COLE ADVISORS, INC.

WESTCOTT INVESTMENT ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

HORACE MANN INVESTORS, INC.

ROSE CITY CAPITAL MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

THAMES FINANCIAL MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Holland M Rajaniemi

RYAN P BOUCHARD

WILLIAM MARTIN GILMORE

Daniel Charles Massucci

Daniel Peter DiClementi

TOMASZ EDWARD KOSEK

BENJAMIN MATTHEW HOWARTH

BENJAMIN R TOMCZAK

RALPH WILLIAM JOHNSTON

LEO BARTLETT GOODIN

GARY WAYNE PELOQUIN

RODNEY LEE CAMPOPIANO

TODD ANDREW GESTRICH

JEFFREY NATHAN LARROW

RAYMOND RONALD PERRY

JODY SAGE JORDAN

ANDREW DRAKE SAWYER

STEVEN L. BOKOFF

STEVEN SALVATOR WEDEGIS

SUSAN LORRAINE TATE

GARRETT SCOTT PALMER

Keith David Noyes

Within 25 miles of Canterbury, CT, Best Investors lists 49 registered investment advisory firms with 110 offices nearby, managing about $9.25T in combined regulatory AUM across 2,015,096 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 Canterbury

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM