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

EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
WEALTHSHAPE LLC
PARKER WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
MARTIN CAPITAL PLANNING
EDELMAN FINANCIAL ENGINES
PRIVATE ADVISOR GROUP, LLC
BRIGGS WEALTH MANAGEMENT, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
BLACK SWAN WEALTH MANAGEMENT

Investors

Selette Marcia Jones-Jemison
Garrett Ambrosino
CHRISTOPHER ALBERT CASALE
TRAN NGUYEN TRAN
Peter Alphonso Patrakis
MICHAEL PETER STANLEY PATRAKIS
ANTHONY CIANFLONE
ROY ROBERT CASO
TANYA MARIE FERRERO
MICHAEL RICHARD BRIGGS
Trevor David Kagan Lyne
Sean R Parent
Stephen T Newman
SIDNEY MOORE STARKS
TIMOTHY JOHN BAKER
JEFFREY PARKER SMITH
ERIK A LILLIBRIDGE
RYAN MATTHEW MARTIN
CARL A CASTANHO
FRANCIS ANTHONY PETRANGELO
HAROLD LILBURN RIVES
MARK VINCENT BRIGGS
WILLIAM NALDO RODRIGUEZ
Benjamin James Carlson
GORDON JAY FORGIONE
RYAN CRISTOPHER GROVES
WAYNE NMN CONNORS

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