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Best financial advisors in Stafford Springs, CT

Registered advisers within 25 miles of Stafford Springs, CT.

Offices
271
Firms
96
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,032,747 clients when Item 5C has a number
Avg / client
$3.50M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
BEAULIEU & ASSOCIATES, LLC
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FINANCIAL ANSWERS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MCCURDY & ANDREW INVESTMENTS, LLC
COMMONWEALTH FINANCIAL NETWORK
RMP INVESTMENTS, LLC

Investors

ROBERT HAMILTON ELLSWORTH
MICHAEL HAROLD GISLESON
THOMAS PATRICK KELLY
SAMANTHA HOPE GRUPE
MARY KATHERINE SLOAN
PAUL RICHARD VEGIARD
Marilyn Gay Zarkos
HYMAN NOAH GLASMAN
JAMES JOEL BEAULIEU
Gabriella Chantal Ahern
WILLLIAM JOSEPH MCCLOSKEY
MICHELE SPRUELL
Aidan Joseph Shaffer
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
JOHN PAUL BERNIER
SARAH ELIZABETH MASKILL
Derek Ryan Lussier
Trevor Nielsen
Kartik Trivedi
DIANE SCHAFER KELLY
Hunter E Boody
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
DENNIS ADOLPHE MCCURDY
Lindsey D Andrew
JEFFREY ANDREWS WHYTE
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
JOHN EDWARD MOORE
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR

Within 25 miles of Stafford Springs, CT, Best Investors lists 96 registered investment advisory firms with 271 offices nearby, managing about $10.6T in combined regulatory AUM across 3,032,747 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 Stafford Springs

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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