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Best financial advisors in Mansfield, CT

Registered advisers within 25 miles of Mansfield, CT.

Offices
300
Firms
133
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,550,900 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J. W. COLE ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
RMP INVESTMENTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.

Investors

RALPH WILLIAM JOHNSTON
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
LEO BARTLETT GOODIN
MICHELE SPRUELL
Aidan Joseph Shaffer
Nathanael Gilbert DiSalvatore
SHAUN COUR
ERIC JAMES SHARP
Blake Sharp
MICHAEL HAROLD GISLESON
THOMAS PATRICK KELLY
SAMANTHA HOPE GRUPE
MARY KATHERINE SLOAN
DIANE SCHAFER KELLY
BRIAN DANIEL OCONNELL
BRUCE CRAIG HODGINS
Selette Marcia Jones-Jemison
Garrett Ambrosino
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
BENJAMIN R TOMCZAK
BRUCE GIGUERE
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN
JOHN PAUL BERNIER
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
ROBERT HAMILTON ELLSWORTH

Within 25 miles of Mansfield, CT, Best Investors lists 133 registered investment advisory firms with 300 offices nearby, managing about $12.1T in combined regulatory AUM across 2,550,900 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

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM