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Best financial advisors in Scotland, CT

Registered advisers within 25 miles of Scotland, CT.

Offices
147
Firms
64
Combined AUM
$9.84T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,520,732 clients when Item 5C has a number
Avg / client
$3.90M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

LEO BARTLETT GOODIN
RALPH WILLIAM JOHNSTON
BENJAMIN MATTHEW HOWARTH
TODD ANDREW GESTRICH
RODNEY LEE CAMPOPIANO
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
Holland M Rajaniemi
BENJAMIN R TOMCZAK
BRUCE GIGUERE
RYAN P BOUCHARD
WILLIAM MARTIN GILMORE
Daniel Charles Massucci
Daniel Peter DiClementi
TOMASZ EDWARD KOSEK
JODY SAGE JORDAN
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
BEAT RYFF
STEVEN SALVATOR WEDEGIS
MICHELE SPRUELL
Aidan Joseph Shaffer
Keith David Noyes
JEFFREY D CASALE
DOUGLAS EDWARD HOWES
Owen M Doremus
BRIAN DANIEL OCONNELL
BRUCE CRAIG HODGINS

Within 25 miles of Scotland, CT, Best Investors lists 64 registered investment advisory firms with 147 offices nearby, managing about $9.84T in combined regulatory AUM across 2,520,732 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 Scotland

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