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Best financial advisors in Colchester, CT

Registered advisers within 25 miles of Colchester, CT.

Offices
503
Firms
178
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,592,387 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP
PHRACTION MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JGS WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
NARROW PATH GUIDANCE, LLC
OSAIC WEALTH, INC.
PRIVATE ADVISOR GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Mark Harold Rogozinski
DAVID MICHAEL STEWART
Heather Dean Blanchard
Nathaniel Richard Baldi
MARK STEPHEN COLETTA
JOHN GREGORY STALEGA
PAUL ANTHONY CATALANO
Selette Marcia Jones-Jemison
Garrett Ambrosino
BRIAN DANIEL OCONNELL
BRUCE CRAIG HODGINS
Jeanne Marie Nuhfer
DANIEL TUCKER FINN
MARK EDWARDS
ERIC VINCENT EDWARDS
YALDEZ ABDEL SAMED
RAYMOND JOHN SERRA
JEFFREY D CASALE
DOUGLAS EDWARD HOWES
JOHN ARTHUR RAUDAT
PAUL MICHAEL VARDOULAKIS
Michael James Kelly
BRIA MAY GILBERT
Erika Shawn Pape

Within 25 miles of Colchester, CT, Best Investors lists 178 registered investment advisory firms with 503 offices nearby, managing about $13.2T in combined regulatory AUM across 2,592,387 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 Colchester

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM