Best Investors Account Sign in

Best financial advisors in Plainville, CT

Registered advisers within 25 miles of Plainville, CT.

Offices
735
Firms
239
Combined AUM
$16.3T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,157,414 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
GWN SECURITIES INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BANKERS LIFE ADVISORY SERVICES, INC.
ONEDIGITAL
PARK AVENUE SECURITIES LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
REDHAWK WEALTH ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.

Investors

JAMES PATRICK COLLINS
KYLE P KUMMER
BRIAN RICHARD BENDER
GENE WILLIAM CALLAHAN
NICOLE KATHLEEN BAILEY
MICHAEL LAWRENCE WALSH
JENNIFER CHASE
GARY PETER TASILLO
DAVID ROBERT BROCHU
Anthony Maselli
CONNER DENNIS MORGAN
WILLIAM ELIAS GEORGE
PETER JAMES TASILLO
MICHAEL JAY SCHLOSS
ROBERT GARY BROCHU
DAVID JASON MAIKOWSKI
JULIA ELAINE WESTON
WILLIAM ROBERT MICARI
Rebecca T Ward
CHARLES LEE
Naranchimeg Mijid
ALEXSA SANTOS DONOGHUE
EDUARDO HERNANDEZ VELA
Tyler Joseph Sadak
GREGORY K BALOGH
MORRIS EUGENE METE
MICHAELA NOELLE CASEY
PAUL B. WORGAFTIK
KHYLE ANTOINE DUNCAN
ERIK J CRESPO
Benjamin Casner
Aidan Joseph Shaffer
Mark Lewis Kaufman
MARC MICHALAK
CHRISTOPHER WILLIAM MARTINEZ
Rishesh Singh
THOMAS C GRANT
ROBERT N WORGAFTIK
RICHARD PAUL GRIBINAS
CRAIG L FEINBERG
Samuel Saint Juste
Nicholas Provera
Edward Lawrence Graham-Handley
Michael Richard Ciccarelli
Timothy John Germain
JONATHAN BARBOUR ANDREWS
BIANCA MICHELLE NOISEUX
JOSEPH ELZIE GOSS
Sondra Ilene Ziegler
John Michael Poitras
RICHARD JOSEPH KNUDSEN
STEVEN F MINNINGER
CHRISTOPHER R. TORRES-GILBES
ADAM THOMAS DRINKWATER
BRYAN J. RICCI
Morgan Nichole Marx
Daphne Lynn Roberson
MATTHEW THOMAS SWEENEY
MICHAEL JOSEPH CHARLETON
JAMES MICHAEL TUOHEY
GIUSEPPE MANCINI
MARC ALAN DYNDER
MICHAEL PRZYGOCKI
Jennifer V Heims
ERIC JOSEPH MOREIRA
JASON HAND
DAVID ANTHONY SUTKAITIS
JAY GERSHMAN
Lyle Gal
Konner Claywell
Michael Robert Munson
ZACHARY DAVID MEYER
Nicholas James Pitruzzello

Within 25 miles of Plainville, CT, Best Investors lists 239 registered investment advisory firms with 735 offices nearby, managing about $16.3T in combined regulatory AUM across 3,157,414 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 Plainville

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 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM