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Best financial advisors in Plainfield, CT

Registered advisers within 25 miles of Plainfield, CT.

Offices
217
Firms
89
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.62M
2,615,200 clients when Item 5C has a number
Avg / client
$3.98M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FCIG WEALTH MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
WESTCOTT INVESTMENT ADVISORS LLC
HORACE MANN INVESTORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ROSE CITY CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THAMES FINANCIAL MANAGEMENT
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
J. W. COLE ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

Holland M Rajaniemi
RYAN P BOUCHARD
WILLIAM MARTIN GILMORE
Daniel Charles Massucci
Daniel Peter DiClementi
TOMASZ EDWARD KOSEK
BENJAMIN MATTHEW HOWARTH
BENJAMIN R TOMCZAK
BRUCE GIGUERE
Owen M Doremus
GARY WAYNE PELOQUIN
JEFFREY NATHAN LARROW
RAYMOND RONALD PERRY
RODNEY LEE CAMPOPIANO
TODD ANDREW GESTRICH
JODY SAGE JORDAN
STEVEN SALVATOR WEDEGIS
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
BEAT RYFF
RALPH WILLIAM JOHNSTON
LEO BARTLETT GOODIN
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
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN

Within 25 miles of Plainfield, CT, Best Investors lists 89 registered investment advisory firms with 217 offices nearby, managing about $10.4T in combined regulatory AUM across 2,615,200 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 Plainfield

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM