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Best financial advisors in Mansfield Center, CT

Registered advisers within 25 miles of Mansfield Center, CT.

Offices
142
Firms
71
Combined AUM
$6.39T
Firm-wide filings, not assets booked only here
Clients
2.09M
2,093,557 clients when Item 5C has a number
Avg / client
$3.05M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC INSTITUTIONS, INC.
RMP INVESTMENTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
ROSE CITY CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JGS WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KEY FINANCIAL CONCEPTS, INC.

Investors

BRIAN DANIEL OCONNELL
BRUCE CRAIG HODGINS
Selette Marcia Jones-Jemison
Garrett Ambrosino
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
ROBERT HAMILTON ELLSWORTH
TODD ANDREW GESTRICH
RODNEY LEE CAMPOPIANO
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN
PAUL ANTHONY CATALANO
JOHN GREGORY STALEGA
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
MARK STEPHEN COLETTA
PETER JOSEPH JESANIS

Within 25 miles of Mansfield Center, CT, Best Investors lists 71 registered investment advisory firms with 142 offices nearby, managing about $6.39T in combined regulatory AUM across 2,093,557 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 Mansfield Center

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM