Best Investors Account Sign in

Best financial advisors in Plaza, CT

Registered advisers within 25 miles of Plaza, CT.

Offices
811
Firms
258
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,161,282 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
FARMINGBURY FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
EAGLE CAPITAL ADVISORS, LLC
EDWARD JONES
BURNE FINANCIAL CONCEPTS, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Hannah Jane Verdi
JAMES WILLIAM COLEMAN
Thomas Robert LaPointe
Zachary Verdi
DAWN M ROSA
JENNIFER DEXTER DIPIETRO
EMILY SUI-LING MEDREK
HEATHER A. HEPBURN
DAVID JOSEPH COPPOLA
Chelsea Anne Le Moine
MARGARET GUZMAN
KEVIN GERARD SMITH
AARON SCHROEDER
THOMAS W. MORAN
JEAN MARIA DELBUONO
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
MARK EDWARD SHUMILLA
STEPHEN DOUGLAS HAYWOOD
MICHAEL RALPH PELOSI
SUSAN FROIS
DAVID THOMAS SALUSTRO
Stephen Harrington
David Martins
John Matthew Eimer
Klaus Martin Engstler
PATRICK WILLIAM NAUGHTON
STEFANO PAUL CACCIOLA
Patricia Gugliotti
NATHANIEL FIELDS BURNE
ROBERT EUGENE BERG
DAVID OMERI
Lydia Taft
DAVID ROY BOUFFARD
Shaun W Scott
Coral Edmonds
Adam Swiger
EMILY JEAN SAVAGE
David Lee Burrus
Michael T Goralski
Zachary Thomas Brown
James Terry Wiederholt
Maxwell Gebauer
Althea Mae Mortensen

Within 25 miles of Plaza, CT, Best Investors lists 258 registered investment advisory firms with 811 offices nearby, managing about $16.6T in combined regulatory AUM across 3,161,282 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 Plaza

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