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Best financial advisors in Simsbury, CT

Registered advisers within 25 miles of Simsbury, CT.

Offices
698
Firms
228
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,160,205 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISORY SERVICES NETWORK
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
PRIME CAPITAL FINANCIAL
THE PATRIOT FINANCIAL GROUP, LLC
NEWEDGE ADVISORS
EDWARD JONES
MARINER

Investors

ERIK A LILLIBRIDGE
AYESHA KING JACKSON
SHANDRIKA JYNA BRYANT
AARON MICHAEL JACKSON
LAURA MAE DEPERGOLA
Cristian O Irizarry
LYNN GRAHAM DOBROWSKY
MARISA SHANA ROTHSTEIN
David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE
RICHARD JOSEPH CARDINAL
PAUL FRANCIS VAIDA
Andrew John Lawson
Alexis Jankauskas
ROBERT MARK BORKOWSKI
MICHAEL GEORGE ROSSLEY
NICHOLAS ROBERT BORKOWSKI
RICHARD CARL LAWSON
ROBERT SCHWARTZ BLACK
EDWARD HARRY BLUMENTHAL
REBECCA DOTSON
Troy Gerard Russillo
Curtis Wiggins
COLIN THOMAS KRAFFT
CY THOMAS HESS
STUART John HAWKINS
CHRISTOPHER GRISWOLD GENT
J. Brendan Wood
Christopher David Coppolo
ADAM KEITH SEIFERT
WILLIAM CLAYTON MCDONALD
Cassandra Lynn Watson
Barbara J. Randolph
ANNA GAUDET
JOSEPH F SHIMAN
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 Simsbury, CT, Best Investors lists 228 registered investment advisory firms with 698 offices nearby, managing about $16.2T in combined regulatory AUM across 3,160,205 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 Simsbury

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