Best financial advisors in North Windham, CT

Registered advisers within 25 miles of North Windham, 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

LPL FINANCIAL LLC

32 MAIN ST UNIT #2
HEBRON, CT 06248

15.1 miles away

EDWARD JONES

10 MAIN ST
HEBRON, CT 06248

15.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

165A Tolland Stage Rd
Tolland, CT 06084

15.6 miles away

OSAIC INSTITUTIONS, INC.

74 WEST STAFFORD ROAD
STAFFORD SPRINGS, CT 06076

15.9 miles away

LPL FINANCIAL LLC

ONE CONNECTICUT AVE
NORWICH, CT 06360

16.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

207 W Town St Unit 2B
Norwich, CT 06360

16.2 miles away

RMP INVESTMENTS, LLC

933 HARTFORD TURNPIKE
VERNON, CT 06066

17.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

9 Elm St
Vernon, CT 06066

17.3 miles away

KEYNOTE FINANCIAL SERVICES, LLC

7 KEYNOTE DRIVE SUITE D
VERNON, CT 06066

17.7 miles away

KEYNOTE FINANCIAL SERVICES, LLC

7 KEYNOTE DRIVE
VERNON, CT 06066

17.7 miles away

COMMONWEALTH FINANCIAL NETWORK

7 KEYNOTE DRIVE SUITE B
VERNON, CT 06066

17.7 miles away

ROSE CITY CAPITAL MANAGEMENT, LLC

80 SHERMAN STREET
NORWICH, CT 06360

17.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

87 Lebanon Ave
Colchester, CT 06415

JGS WEALTH MANAGEMENT, LLC

79A NORWICH AVE.
COLCHESTER, CT 06415

18.1 miles away

JGS WEALTH MANAGEMENT, LLC

79 A NORWICH AVENUE
COLCHESTER, CT 06415

18.1 miles away

EDWARD JONES

520 HARTFORD TPKE SUITE N
VERNON ROCKVILLE, CT 06066-5042

18.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

520 Hartford Turnpike Suite V
Vernon, CT 06066

18.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

55 Hayward Ave
Colchester, CT 06415

18.2 miles away

KEY FINANCIAL CONCEPTS, INC.

428 HARTFORD TPKE, SUITE 109
VERNON, CT 06066

18.3 miles away

KEY FINANCIAL CONCEPTS, INC.

428 HARTFORD TURNPIKE SUITE 109
VERNON, CT 06066

18.3 miles away

Firms

LPL FINANCIAL LLC

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 North Windham, 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 North Windham

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