Best Investors Account Sign in

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

WEALTH MANAGEMENT RESOURCES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
OLD FORGE WEALTH MANAGEMENT, LLC
VERITAS WEALTH MANAGEMENT
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
ARLEN CAPITAL, LLC
BENTLEY WEALTH ADVISORS, LLC

Investors

KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
Ricardo Almedia Jesuino
KIM RESENDES GEORGE
Christopher Leo DeRouin
TODD MATTHEW GEORGE
Gilbert J Medeiros
SEAN DREWNIAK
MOLLY CARDOSO
DAVID REID MATERNE
DAVID BOGOSIAN
DANIEL PATRICK DEHONEY
JAMES NEIL ZAMIL
Aaron Michael Hurst
RONALD PAUL KASHMANIAN
THOMAS JOSEPH BOTTONE
Bradford Valois
Christian James Tinory
JOHN LUCIEN KASHMANIAN
Daniel E. Dudemaine
SAMUEL M RAHEB
SHAUN THOMAS SCOTT
KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
MICHAEL WILBUR
DAVID RAY
MARK DEXTRADEUR
GEORGE HADFIELD
FRANK ARTHUR GIORGIO IV
ADAM MCCRYSTAL SULLIVAN
DAVID A NABB
PETER ANTHONY SULLIVAN
FRANK PETER MCGOFF
David Paul DiSanto
ROBERT ALBERT D'AMICO
JAMES MARTIN
Gregory Paul Rodger
FRANK THOMAS SCIUTO
WILLIAM ROBERT PIROLLI
THOMAS NICHOLAS FORSYTHE
JOHN J BROUGH
EMILIO NICOLA COLAPIETRO
GINA MARIE DEVECCHIS
Peter Michael Gervais
FRANK FALCONE PREVITI
CYNTHIA MARIE DEAN
Eric James Palombo
TIMOTHY MICHAEL MC GRAW
PHILLIP KING NUTTING
ABBE ELIZABETH LASSOW
STEPHEN RAY BUCKNAM
DAVID LOUIS GIOFFREDA
WILLIAM FREDERICK SLANEY
DONALD JOSEPH MASSEUR
PHILLIP KENNEDY ESTEBAN
Ian Anderson

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