Best Investors Account Sign in

Best financial advisors in Sherman, CT

Registered advisers within 25 miles of Sherman, CT.

Offices
297
Firms
99
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,681,473 clients when Item 5C has a number
Avg / client
$3.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MOUNTAIN PASS PLANNING
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
SALZMAN FINANCIAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
RONALD J. IANNUCCI CFP
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

John J Holmes
JAMES JOHN DEVICO
John Leigh
David W Murry
LYNN MEREDITH BRABAN
BRIAN EDWARD GAINE
CHRISTOPHER THOMAS TAYLOR
MICHAEL WILLIAM BAKKER
WILLIAM ANTHONY DWYER
RONALD JOHN IANNUCCI
JOSEPH PILLOT
DEREK JAMES PACKETT
TIMOTHY JAMES BLANKENSHIP
STEVEN MICHAEL HAAS
NANCY ANN DOBRZANSKI
NICHOLAS VINCENT GUIDITTA
Jackson Glenn Fredericks
JOSEPH ANTHONY CULLEN
JARED DAVID WHITE
LAURA Anne MAGUIRE
Harrison Aaron Graham
Gianna DeAngelis
LEONARD JAMES MANZ
JUSTIN RODRIGUES
BENJAMIN AARON EDWARDS
COLIN MATTHEW BREWINGTON
Daniel L Bedard
MORRIS ANTHONY HILTON
SIMON BENJAMIN TARVIN
GUY WILLIAM HOWARD
LISA B SIMON
Harold W Smith
Theodore E De Giacomo
JORGE DIAS
JAMES HENRY ATKINSON
MICHAEL ALAN MARTIN
Steven D Sax
JOAN A BUONOCORE
Jennifer L Cremin
SUZANNE C MACERO
JOHN JOSEPH DELEO
NICHOLAS V MICELI
Matthew Shay Cole
MARY Christine GRAY
Christopher M Conto
RICHARD ARISMENDY FABIAN
CLARK E GILES
CHRISTOPHER JOHN SCUDDER
Nicholas J Drew
THOMAS A D'AVANZO
JANET E PARRY
CHRISTOPHER JOHN TESTA
DAVID OMERI

Within 25 miles of Sherman, CT, Best Investors lists 99 registered investment advisory firms with 297 offices nearby, managing about $10.4T in combined regulatory AUM across 2,681,473 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 Sherman

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