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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

OSAIC INSTITUTIONS, INC.
GREENSLEDGE ASSET MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ANTHEM ASSET MANAGEMENT
KEY INVESTMENT SERVICES LLC
INTEGRATED WEALTH CONCEPTS LLC
PFS INVESTMENTS INC.
ADVISORS CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
FARMINGBURY FINANCIAL SERVICES, LLC
JK PRIVATE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DONNA D WILLIAMS
CHRISTOPHER NARDONE
JASON MILES APRUZZESE
CHRISTOPHER LEE CURTIS
JENNIFER LEE GRENNAN
Kelli A Menard
RICHARD EDWARD LABRIOLA
JUSTIN RUSSELL
Matthew P Natcharian
WILLIAM A FOCHI
ALISON GROSS GAFFNEY
KARL JAMES ZIROLLI
WILLIAM AUGUSTUS FOCHI
ROBERT THOMAS COSENTINO
WILLIAM JOSEPH DEROSA
RICHARD ANTONIO FAILOO-VELASQUEZ
MATTHEW HADDOCK
PENNY GALE NASIATKA
ELIZABETH COBURN DERWAY
LESLIE ERICA ARCHAMBAULT
DAVID ROSS NEAL
Kristopher Desmarais Morin
DAVID SCOTT COBURN
JAMES R EAGAN
MICHAEL JOHN LOSCIALPO
Stephen Marc Weiner
DONALD JOSEPH BONVISUTO
AARON SCHROEDER
JOHN OTTENS KOONS
Douglas S McIntosh
Robert Cyril Oliver
DEAN LEONARD SPADA
KEVIN MICHAEL SPADA
ALFRED COE BANCROFT
Charles Tennyson

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