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Best financial advisors in Collinsville, CT

Registered advisers within 25 miles of Collinsville, CT.

Offices
690
Firms
226
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,156,879 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC
CHADWICK FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
SPIVAK ASSET MANAGEMENT, LLC
TSCG INVESTORS, LLC
HONU CAPITAL MANAGEMENT LLC

Investors

PETER BENARD COHEN
JOHN MICHAEL MORRIS
Changyong Shi
Beth Lynn Duffy
PHYLLIS BIANCA PUCKETTE
JOANNE DE PALMA
KRISTINA WADMAN OSWALD
TAMMY KELLY DeFelice
RENEE EVA AMOCHAEV
ALEXANDER BERND OVERKAMP
Coty Shean
RICHARD ALLEN BEAN
DANIEL A. ROBERTS
MICHAEL EDWARD CHADWICK
TRAVIS MASAICHI TAZAWA
Jessica Martin
MAX D ISAACMAN
MICHAEL ALFONSE BARATTA
BENJAMIN GRAHAM STILLE
JOSHUA JOHN FERREIRA
BRENTON ALAN SILANO
DANIELLE ELANDRA BARBATO
MICHAEL V MEZHERITSKIY
Richard C LoPresti
ADAM BENJAMIN KALENDER
COLE WOLKNER
Latifa Kolarevic
Karen Teresa Leonard
Edward Benecchi
Phillip Rodowicz
Heitor Caballero
Halima Sadiya Adam dabre
ERIC CLARK HUTCHINSON
WILLIAM JOSEPH RICHARDSON
CURT ROBERT CHRISTENSEN
ERIC J SCHULMAN
JAY STUART SPIVAK
Robert Jon Fiondella
Nolan Christopher Glenn
ROBERT JON FIONDELLA
MICHAEL FRANCIS GACEK
MARGARET HENSLEY JAKUBOWSKI
ROBERT W HENSLEY
LISA MARIE CALCAVECCHIA
ROBERT STEVEN HENSLEY

Within 25 miles of Collinsville, CT, Best Investors lists 226 registered investment advisory firms with 690 offices nearby, managing about $16.1T in combined regulatory AUM across 3,156,879 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 Collinsville

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