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Best financial advisors in Taftville, CT

Registered advisers within 25 miles of Taftville, CT.

Offices
138
Firms
68
Combined AUM
$9.78T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,431,226 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

ROSE CITY CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THAMES FINANCIAL MANAGEMENT
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
JABEZ FINANCIAL, LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
FCIG WEALTH MANAGEMENT, LLC

Investors

RODNEY LEE CAMPOPIANO
TODD ANDREW GESTRICH
JODY SAGE JORDAN
STEVEN SALVATOR WEDEGIS
ANDREW DRAKE SAWYER
STEVEN L. BOKOFF
BEAT RYFF
BENJAMIN MATTHEW HOWARTH
Keith David Noyes
JEFFREY D CASALE
DOUGLAS EDWARD HOWES
AUSTIN CONCASCIA
RYAN M DOHERTY
MICHAEL CHARLES DOHERTY
ROBERT JOSEPH SAMPSON
Holland M Rajaniemi
PAULETTE ANN RETSINAS
JOANNE MCKEAN MORTON
RICHARD DENNIS DICKINSON
JULIE SPARROW
SETH JOHN BURZYCKI
RYAN P BOUCHARD
WILLIAM MARTIN GILMORE
Daniel Charles Massucci
Daniel Peter DiClementi
TOMASZ EDWARD KOSEK

Within 25 miles of Taftville, CT, Best Investors lists 68 registered investment advisory firms with 138 offices nearby, managing about $9.78T in combined regulatory AUM across 2,431,226 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 Taftville

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