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Best financial advisors in Coventry, CT

Registered advisers within 25 miles of Coventry, CT.

Offices
537
Firms
193
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,934,645 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PRIME CAPITAL FINANCIAL
THE PATRIOT FINANCIAL GROUP, LLC
NEWEDGE ADVISORS
ADVISORY SERVICES NETWORK
SMITH BROTHERS FINANCIAL, LLC
CHARLES SCHWAB & CO., INC.
CITIZENS SECURITIES, INC.
FIERSTON FINANCIAL GROUP INC
YHB INVESTMENT ADVISORS INC
RAYMOND JAMES & ASSOCIATES, INC.
STRATEGIC ADVISERS LLC
LRI INVESTMENTS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

EDWARD ALLEN STEIGER
JENNIFER E LANGE
RICHARD JOSEPH CARDINAL
PAUL FRANCIS VAIDA
Andrew John Lawson
Alexis Jankauskas
ROBERT MARK BORKOWSKI
MICHAEL GEORGE ROSSLEY
NICHOLAS ROBERT BORKOWSKI
RICHARD CARL LAWSON
ROBERT SCHWARTZ BLACK
EDWARD HARRY BLUMENTHAL
REBECCA DOTSON
Troy Gerard Russillo
Curtis Wiggins
COLIN THOMAS KRAFFT
CY THOMAS HESS
STUART John HAWKINS
CHRISTOPHER GRISWOLD GENT
J. Brendan Wood
Christopher David Coppolo
ADAM KEITH SEIFERT
WILLIAM CLAYTON MCDONALD
MARISA SHANA ROTHSTEIN
ANDREA ELIZABETH CAMOIN
BENJAMIN LEWIS SWAIN
Donald A Meckel
SCOTT ANTHONY JEAMEL
Robert E Thistlewaite
HANS PETER RAYMOND
CHRISTOPHER JAY DAVIS
ANDREA RACHEL HAMMERLING
David Scott Culver
JEFFREY A HOELDERLIN
Gregory McNeill Carnes
Antonio Rafael Alves
CHARLOTTE NASCIMENTO SOUZA
KEITH MICHAEL PELKEY
Rachel Hope Harrison
Nathan Stephens
Cole Butkovsky
Michelle D O'Brien
Timothy John Ressler
RODRIGO ESPERON
Elise Michelle Derusha
Kyle Andrew Asmann
Holden Jarod Whaley
Jerome Wiener
Corey Caron
Matthew Paul Thomas
DANIEL JOSEPH PLIS
WILLIAM NATHAN FIERSTON
Marissa Nicole Fierston
Max Harrison Asnes
Massimo Alessandro Eichner
Nathanial James Chandler
Ryan Coursey
Jared Madden
BYRON K NILSSON
DIANE MARIE DALEY
Timothy Daniel Rich
lori irene coleman
Anne Agonis Space
Joseph Mitchell
THOMAS MATTHEW MANNING
Hillary Rabchenia Landen
LINDA LEE MOREL
KAREN ANN DOOTSON
Hilary Ann Pohley
MATTHEW ROBERT PETRICONE
Charity C Uldrikis
John A Cleary
WALTER F WYDO
Benjamin R Conroy
BRUCE HENRY DAIGLE
JOHN JOSEPH MCDERMOTT
TIMOTHY WILLIAM GIBSON
SHEPARD TUTTLE STEVENS
LINDSAY FITZGERALD MCLEOD
DIANE KIMBERLEY FISHER
Tina M Gunderson
NICOLE HIGGINS
ADAM R. JENSEN
DIONE WALDEN
MICHAEL WOZNIAK
JULIA NICOLE CAVALLO
ANDREW BARRESI
MICHAEL WIGGINS
ERIC GIBBS
CHARLOTTE BERGMANS
KYLE K. WARNER
MICHAEL CALECA
ALSTON ELDRIDGE
MATTHEW DUPONT
WAYNE ROBBINS
VASKEN ARAM FERESHETIAN
DANIIL MAYOROV
MATTHEW C. CASSONE
CHRISTOPHER MISHLER
REID MORIN
EIRINI EMMANOUILIDOU
SHANNON CLAIRE SMITH
TAYLOR SHAE WEBBER
BRANNON CHARLES OZARK
PATRICK GORITY
LINDSAY ANN ANTONOWICZ
JAIME LYNN PETRICCA
JACK RYAN
JARED KAHN
ELI GARE CAVENESS
MARY ELLEN CASTINEIRAS
KRISTA LEE CZARNEC
NATHAN POTTER
SHIVAM SHAH
ADAM TUCKER
ADAM SOKLOW
SARAH O'NEILL WHITE
THOMAS M. SALVO
DANIEL CHAPIN
Evan Richard Rodrigue
WILLIAM MCCARTHY
JEFFREY CANDELORA
ERIC MATHEW KALETA
Dawn Ann Lazarus
CARL JAMES PETERSON
ALEXANDER STEVENS HEYNIGER
Cynthia ANNE Guertin-Gileau
ZACHARY ANDREW LYONS
Michelle Alexandra Shockley
Bryant Gregory Shirreffs
Mitchell Thomas Guarnieri
Steven Joseph Solecki
VINCENT PIERRE THOMPSON
Alma M Kruh
David FROST Farnham
Amy T DePaolo
John M Jezowski
JENNIFER H SHERIDAN
KARILYNN DOMURAT
NEILL Kishore SACHDEV
Drew William Duarte
Nicholas A Stager
Kevin Michael Crosby
Anne Stewart Hildreth
Catherine L Crosby
Michael Francis Shoaf
Eugene JEFFREY Duarte
Drew Michael Thomas Iacovazzi
QASIM KHAN
Taylor Esposito
Eric S Palmer
CYNTHIA ANN MORSE
Tiffany A Mazur
Megha Mariam Thomas
MARLENE KHOURY HADDAD
CHRISTOPHER T BOROWIEC
Ryan Buser
ANN M MCGOWAN
Sandra Jeanne Menard
Nicholas M Sheridan
ELISHEVA SHARON DEFEO
PAUL ROGER MARTEL
DENNIS PATRICK HANNIGAN

Within 25 miles of Coventry, CT, Best Investors lists 193 registered investment advisory firms with 537 offices nearby, managing about $15.1T in combined regulatory AUM across 2,934,645 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 Coventry

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