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Best financial advisors in Storrs, CT

Registered advisers within 25 miles of Storrs, CT.

Offices
364
Firms
147
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,874,846 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RMP INVESTMENTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
EDWARD JONES
KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY FINANCIAL CONCEPTS, INC.
OSAIC INSTITUTIONS, INC.

Investors

SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
MICHELE SPRUELL
Aidan Joseph Shaffer
RALPH WILLIAM JOHNSTON
LEO BARTLETT GOODIN
Nathanael Gilbert DiSalvatore
SHAUN COUR
ERIC JAMES SHARP
Blake Sharp
MICHAEL HAROLD GISLESON
THOMAS PATRICK KELLY
SAMANTHA HOPE GRUPE
MARY KATHERINE SLOAN
DIANE SCHAFER KELLY
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
BRIAN DANIEL OCONNELL
BRUCE CRAIG HODGINS
Selette Marcia Jones-Jemison
Garrett Ambrosino
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
PETER JOSEPH JESANIS
ROBERT HAMILTON ELLSWORTH

Within 25 miles of Storrs, CT, Best Investors lists 147 registered investment advisory firms with 364 offices nearby, managing about $12.7T in combined regulatory AUM across 2,874,846 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 Storrs

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM