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Best financial advisors in The Exchange At Talcott Vill, CT

Registered advisers within 25 miles of The Exchange At Talcott Vill, CT.

Offices
707
Firms
231
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,157,322 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

MEDALLION WEALTH ADVISORS, LLC
MACRO ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CWM, LLC
EDWARD JONES
LPL FINANCIAL LLC
PRIME CAPITAL FINANCIAL
CETERA INVESTMENT ADVISERS LLC
SUCCESSFUL WEALTH STRATEGIES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S.A. FINANCIAL & TAX SERVICES, LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
BANKERS LIFE ADVISORY SERVICES, INC.
ONEDIGITAL

Investors

ERIC THORSON CHEYNE
MATTHEW L WOODS WEBER
STEVEN TELLAR
HENRY J PETERSON
SCOTT G. STEVENS
KARA MAIA MILLER
Joan L Suski
Michael Jonathan Woolfolk
William R Hooper
David W Waldo
NICOLE A FALCIANO
Anthony N DeGrandi
HEATHER L HATCH
WILLIAM TODD CLARK
BRIAN FRANCIS KELAHER
HAYRIYE GUL ASLAN
Sean Patrick Navin
Tyra NELSON Ellison
Jonathan EDWARD Johnson
NATHANAEL LEVEILLE
Joseph Hooper
Peter WHITNEY Murphy
John B King
Alexis Ruth Karn
Liam Quintin Smith
ROBERT ALAN KARN
JEFFREY PAUL COUZENS
JAMES E COUZENS
Robin J DiNicola
Larrat leRoi Williams
ELENA V. GOMELAURI
JASON MICHAEL TUTIN
Chase P Beloin
BRENDAN JOHN KENNY
CARLOS EMMANUEL SALMON
LORI M SIMONCELLI
Michael Charles Samoska
CHRISTIAN ROBERT TOMPKINS
FRANCOIS PATRIK MARQUIS
ADAM K KANELL MANGS
DAVID ROBERT GIBBS
Erik Berube Cormier
Michael Colby Cormier
HENRY JOSEPH CORMIER
MICHAEL JOSEPH ALIMO
Carrie Lynn Fitzpatrick
michael v alimo
JASON MICHAEL GIORDANO
Stephen Anagnostou
Adam Peterson
JEFFREY L RATNER
EDUARDO HERNANDEZ VELA
Tyler Joseph Sadak
GREGORY K BALOGH
MORRIS EUGENE METE
MICHAELA NOELLE CASEY
PAUL B. WORGAFTIK
KHYLE ANTOINE DUNCAN
ERIK J CRESPO
Benjamin Casner
Aidan Joseph Shaffer
Mark Lewis Kaufman
MARC MICHALAK
CHRISTOPHER WILLIAM MARTINEZ
Rishesh Singh
THOMAS C GRANT
ROBERT N WORGAFTIK
RICHARD PAUL GRIBINAS
CRAIG L FEINBERG
Samuel Saint Juste
Rebecca T Ward
CHARLES LEE
Naranchimeg Mijid
ALEXSA SANTOS DONOGHUE
Timothy John Germain

Within 25 miles of The Exchange At Talcott Vill, CT, Best Investors lists 231 registered investment advisory firms with 707 offices nearby, managing about $16.2T in combined regulatory AUM across 3,157,322 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 The Exchange At Talcott Vill

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