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Best financial advisors in Columbia, CT

Registered advisers within 25 miles of Columbia, CT.

Offices
464
Firms
181
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,612,682 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
J. W. COLE ADVISORS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JGS WEALTH MANAGEMENT, LLC
MONEY CONCEPTS CAPITAL CORP
PHRACTION MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALPHA CAPITAL RESEARCH, LLC
KEY INVESTMENT SERVICES LLC
MML INVESTORS SERVICES, LLC

Investors

BRIAN DANIEL OCONNELL
BRUCE CRAIG HODGINS
Selette Marcia Jones-Jemison
Garrett Ambrosino
LEO BARTLETT GOODIN
RALPH WILLIAM JOHNSTON
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
Nathanael Gilbert DiSalvatore
SHAUN COUR
ERIC JAMES SHARP
Blake Sharp
PAUL ANTHONY CATALANO
JOHN GREGORY STALEGA
MARK STEPHEN COLETTA
Heather Dean Blanchard
Nathaniel Richard Baldi
Mark Harold Rogozinski
DAVID MICHAEL STEWART
MICHELE SPRUELL
Aidan Joseph Shaffer
DIANE SCHAFER KELLY
Jeanne Marie Nuhfer
DAVID CASARELLA
KEITH J WOLFF
RANDI KAY SABOSKI
Benjamin McKinnon Marlor

Within 25 miles of Columbia, CT, Best Investors lists 181 registered investment advisory firms with 464 offices nearby, managing about $14.6T in combined regulatory AUM across 2,612,682 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 Columbia

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM