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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

APELLA WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
CITIZENS SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SMITH BROTHERS FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
FAIRVIEW CAPITAL PARTNERS, LLC
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
FOCUS PARTNERS WEALTH, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MARINER
LPL FINANCIAL LLC

Investors

TAMARA LYNN DURBIN
KURTIS LEE JOHNSON
AARON CHRISTOPHER LELAND
Matthew Edward Gallagher
Shawn Patrick O'Sullivan
Matthew John DiBattista
Austin J Eason
PATRICK ADAM SWEENY
ROBERT LEWIS KLINGENSMITH
THOMAS CHARLES COCK
MARK LOUIS PRENDERGAST
KIRK SHOTARO OKUMURA
NICHOLAS LOUIS LEVINSON
JASON KIRK GENTILE
SETH LAWRENCE HOFFMAN
SAMUEL MARK ATHERTON
JENNIFER ISOBEL COFFEY SMITH
MARY ELLEN DEROCHE
WILLIAM ZERNS SUPLEE
STACIE RENAE NEMETZ
KEVIN M YOUNG
MITCHELL JON EWART
ADDISON MAXIMILIAN PRESCOTT POCK
SAMUEL ALLEN MARRELLA
Derek Charles Jobe
Taylor Corbin Cock
Shawn David Hoyt
Mark Alan Broderick
Jamison Ian McAndie
Joseph M Ferreira
Daniel Lee Beyer
STEPHANIE SCREEN MURPHY
MICHAEL D MAGLIERI
Michael Vincent Femia
Kimberly Marie Wohler
JAMES R FEMIA
PETER ARTHUR LEPPONES
KATHLEEN SIDLEY PARKS
DANIEL H YOO
DOUGLAS STEVEN HUDDLESTON
JUSTIN JAMES MORROW
TYLER MITCHELL ONDATJE
ALEXANDER ROSS CRAWFORD
ROXANA MARIA BUTNAR
Julie Rebecca Brohard
GINA R. CHIRONIS
PHILLIP ARNOLD CALANDRA
SHAWN STEEL
AUDREY JOHNSON
BELINDA LOUISE RAMBERG
Penny Dyan Schmidt
JAMES THEODORE BARKER
DANEEN MARIE WEAVER
ROSS WILLIAM RICHARDSON
PAUL LEONARD MARRELLA
ERIC RABBANIAN
DAVID EUGENE BUSH
RICHARD ALAN BACKER
DANIEL JOSEPH BENDER
Ayden Justin Al-Shimary
Kramer James Croisant
Anthony James DeTrane
Thomas Glen Spavone
MATTHEW ALEXANDER COSGRIFF
DOMINIC-SAVIO MANZI HIGIRO
JILL DORYCE HOLLANDER
JOSHUA MICHAEL BRODER
PAUL ALLEN BORTNICK
JUSTIN ZACHARY KNICKERBOCKER
David Paul Dinatali
JOSEPH JOHN STANGO
Jerome Wiener
Corey Caron
Matthew Paul Thomas
DANIEL JOSEPH PLIS
BENJAMIN LEWIS SWAIN
Donald A Meckel
SCOTT ANTHONY JEAMEL
Robert E Thistlewaite
HANS PETER RAYMOND
CHRISTOPHER JAY DAVIS
ANDREA RACHEL HAMMERLING
David Scott Culver
JEFFREY A HOELDERLIN
Gregory McNeill Carnes
Antonio Rafael Alves
CHARLOTTE NASCIMENTO SOUZA
KEITH MICHAEL PELKEY
Rachel Hope Harrison
Nathan Stephens
Cole Butkovsky
Michelle D O'Brien
Timothy John Ressler
RODRIGO ESPERON
Elise Michelle Derusha
Kyle Andrew Asmann
Holden Jarod Whaley
David Alfred Lamore
KEVIN CLEMENT PISCITELLI
BRADFORD JOHN PARSONS
RICHARD ALFRED LAMORE
ANDREA ELIZABETH CAMOIN
Brian Fitzsimmons
Daniel Jason Cote
Angelo Joseph Pederson
HAI-SAN CHANG
JACOB PHILIP KINNEY
Nicholas M Sheridan
MICHAEL JOSEPH LEPORE
GERALD BARRY GOLDBERG
BRETT DANIEL ESTERSON
SHANE REILLY
CHRISTOPHER JAMES RAFFERTY
Nicole Bartha Bailey
Jacob Cheyette Cohen
Nicolas Mason Santos
Sharni Catherine Elizabeth Cutajar
WENDY ELIZABETH DUNCAN
Andrea Mati
GIUSEPPE S FIDUCIA
Ralph Scott Gobell
Kristine Marie Moore
PATRICK JAMES CLARK
Anthony P Migliozzi
WALTER ANDREW VARIAN
Christopher Paul Tumio
ALEXANDER N BLANCO
WHITNEY FAIRCHILD BURR
KARYN ANNE LANCASTER

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