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Best financial advisors in Norwich, CT

Registered advisers within 25 miles of Norwich, CT.

Offices
149
Firms
70
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,455,267 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
COMPASS ROSE STRATEGIC PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
EDWARD JONES
J. W. COLE ADVISORS, INC.
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
TUMOLO WEALTH MANAGEMENT LLC
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
CITIZENS SECURITIES, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

JEFFREY ALAN SEGAL
BRIAN ROLFE
Travis Gladstone
Tyler Sebastian Linforth
SIMONE M GLADSTONE
LYNN THERESA CRAVINHO
Brian John Cacace
STEPHEN MICHAEL SIDEREWICZ
MICHAEL LONNY BERLING
ALLEN HATFIELD SMITH
Rebecca L Rice
Santino Funaro
Richard L Sullivan
Wayne Edward Devoe
JOSEPH R MARIANI
Richard MICHAEL Strickley
MELISSA JEAN MARR
DEREK SCOTT PIRRUCCELLO
Todd M O Donnell
Kathryn Gilmore
NICHOLAS STEPHEN BOSCO
SETH R PANUCCI
Raymond Mortali
Chloe Cahill
Matthew Carney
Cathy A Frausini
JACQUELIN M ROSSI
THOMAS JOHN MCBRIDE
KARIANN WALKER
NISHANT SAHOO
JAMES ALLEN NOONAN
David Schrage
CHRISTOPHER LEE HOLLOWAY
Brandi L Harrington
Dominic Joseph Carfora
DWAYNE CEDRIC STALLINGS
DANIEL JOHN HEFFERNAN
Jacob Aaron Alonzo
STEVEN M DRACZYNSKI
BRENT CHRISTOPHER EUGENIDES
Lizabeth L Drega
MELISSA SUE DERRICK
ROBERT JOSEPH PATTEN
GAIL DEMICHIELL
ROBERT JOHN SARTORI
DAVID C VOLPE
ROBERT JOHN TASSONE
THOMAS DONALD WRIGHT
JOHN PAUL MORALES
PETER ELIOT BERGENDAHL
WILLIAM JOHN CANNING
ANTONIO THOMAS GIULIANI
BRENDA J AYERS
MARK CHRISTOPHER BENEDICT
David Robert Cikatz
Devin S Rajza
LEO BARTLETT GOODIN
Joshua Morton
KIM ELIZABETH WAWRZYNOWICZ
JAMES FLOYD CARNEY
MARK LEHMAN BOBRUFF
BRITTNI REHG OXENDINE
Nicholas Daniel Tumolo
KENNETH DANIEL TUMOLO
RODERICK IAIN DUXBURY
MARC LOWE
THEODORE JOHN SCHAAF
RALPH WILLIAM JOHNSTON
LELAND DAVID WILCOX

Within 25 miles of Norwich, CT, Best Investors lists 70 registered investment advisory firms with 149 offices nearby, managing about $11.3T in combined regulatory AUM across 2,455,267 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 Norwich

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 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