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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

BROOKSTONE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
ST. BERNARD FINANCIAL SERVICES, INC.
MML INVESTORS SERVICES, LLC
VALMARK ADVISERS, INC.
ERNEST J. BROUSSEAU, CPA, CFP®
ALPHA CAPITAL RESEARCH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EXCEL WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS
COMMONWEALTH FINANCIAL NETWORK
TD PRIVATE CLIENT WEALTH LLC

Investors

Rica Nicolescu
Cristian Nicolescu
BRIAN DANIEL OCONNELL
BRUCE CRAIG HODGINS
Selette Marcia Jones-Jemison
Garrett Ambrosino
Patricio Ortiz
Alexander Goodkind
Mark Barkasy
Josh W Oliver
KEITH J WOLFF
RANDI KAY SABOSKI
Benjamin McKinnon Marlor
GARY T. WOLFF
MATTHEW OLDRICH ELLIS
Josy Christine Maria Santiago
Nicholas Colonna
GEORGE MICHAEL MORGENROTH
EDWARD BARONCINI
JOSEPH DOMINICK MCNALLY
PAUL ANDREW HEYMAN
SANDRA IRENE BARANOWSKI
DENNIS MICHAEL RIHM
Nicholas Patrick Jean-Louis
DAVID CASARELLA
KENDRA MARIE O'REILLY
PATRICK NEIL RIDER
DANIEL JOSEPH RIDER
JANICE MARIE JOHNSON
WILLIAM MASON MILLER
Sunny Patel
ARTHUR ALEKSANDOR PESKE
DOMINIC-SAVIO MANZI HIGIRO
MATTHEW BRADY PEAK
Ryan David Sulvester
ETHAN JEFFREY GOODMAN
Gerta Xhelaj

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