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Best financial advisors in Mechanicsville, CT

Registered advisers within 25 miles of Mechanicsville, CT.

Offices
297
Firms
128
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,759,652 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MWA FINANCIAL SERVICES INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.
HORACE MANN INVESTORS, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WESTCOTT INVESTMENT ADVISORS LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.

Investors

JUSTIN RYAN BROUILLARD
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
JAMES MICHAEL THOMPSON
Tanner Jacob Sargent
LEISL LISSFELT LANGEVIN
Holly Wanegar
LOGAN Dorey LUM
LAURENCE NEWTON HALE
JAMES ALLEN ZAHANSKY
Jonathan Mathews
NICHOLAS KENNETH OLSON
Brandon David Koehler
ALEESHA K. GRAHAM
RAYMOND RONALD PERRY
DENISE MEDAGLIA
JEFFREY NATHAN LARROW
MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
JOHN PAUL BERNIER
GARY WAYNE PELOQUIN
Owen M Doremus
JULIE SPARROW
ALAN SANFORD HUGHES
Francis Randall
MICHAEL P. MCCARTHY
JOSHUA FARMER
CARL KALISZEWSKI
BENJAMIN R TOMCZAK
BRUCE GIGUERE
JOSEPH JOHN SZELA
JOHN ARTHUR OLSON
Benjamin Taylor Vincent
Madhusudan Nambrath Nair
Matthew Sexton
Cara Holland
Kartik Trivedi
GREGG CHARLES PARKER

Within 25 miles of Mechanicsville, CT, Best Investors lists 128 registered investment advisory firms with 297 offices nearby, managing about $12.6T in combined regulatory AUM across 2,759,652 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 Mechanicsville

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