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Best financial advisors in Moosup, CT

Registered advisers within 25 miles of Moosup, CT.

Offices
255
Firms
133
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,758,060 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
FCIG WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
WESTCOTT INVESTMENT ADVISORS LLC
HORACE MANN INVESTORS, INC.
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
ROSE CITY CAPITAL MANAGEMENT, LLC

Investors

TOMASZ EDWARD KOSEK
RYAN P BOUCHARD
WILLIAM MARTIN GILMORE
Daniel Charles Massucci
Daniel Peter DiClementi
Holland M Rajaniemi
BENJAMIN R TOMCZAK
BRUCE GIGUERE
Owen M Doremus
GARY WAYNE PELOQUIN
JEFFREY NATHAN LARROW
RAYMOND RONALD PERRY
BENJAMIN MATTHEW HOWARTH
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
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
JUSTIN RYAN BROUILLARD
VICTOR GEORGE MOFFITT
MARY ELIZABETH QUACKENBUSH
MICHAEL K MATHEWS
DANIEL JAMES ESTES
RODNEY LEE CAMPOPIANO
MARK FRANCIS SULLY
GREGORY MICHAEL AGNONE
TODD ANDREW GESTRICH
JULIE SPARROW
ALAN SANFORD HUGHES

Within 25 miles of Moosup, CT, Best Investors lists 133 registered investment advisory firms with 255 offices nearby, managing about $12.8T in combined regulatory AUM across 2,758,060 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 Moosup

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