Best Investors Account Sign in

Best financial advisors in Tolland, CT

Registered advisers within 25 miles of Tolland, CT.

Offices
564
Firms
202
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,143,719 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RMP INVESTMENTS, LLC
FINANCIAL ANSWERS, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY FINANCIAL CONCEPTS, INC.

Investors

MICHAEL HAROLD GISLESON
THOMAS PATRICK KELLY
SAMANTHA HOPE GRUPE
MARY KATHERINE SLOAN
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
DIANE SCHAFER KELLY
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
SARAH ELIZABETH MASKILL
Derek Ryan Lussier
Nathanael Gilbert DiSalvatore
SHAUN COUR
ERIC JAMES SHARP
Blake Sharp
ROBERT HAMILTON ELLSWORTH
MICHELE SPRUELL
Aidan Joseph Shaffer
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN
Josh W Oliver
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
PETER JOSEPH JESANIS
DENNIS L MORIN
JEFFREY C MORIN
Troy Jeffrey Morin
EDWARD STANLEY MYERS

Within 25 miles of Tolland, CT, Best Investors lists 202 registered investment advisory firms with 564 offices nearby, managing about $14.8T in combined regulatory AUM across 3,143,719 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 Tolland

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM