Best financial advisors in Union, CT

Registered advisers within 25 miles of Union, CT.

Offices

271

Firms

96

Combined AUM

$10.6T

Firm-wide filings, not assets booked only here

Clients

3.03M

3,032,747 clients when Item 5C has a number

Avg / client

$3.50M

Combined AUM ÷ clients

Nearby offices

OSAIC INSTITUTIONS, INC.

74 WEST STAFFORD ROAD
STAFFORD SPRINGS, CT 06076

LPL ENTERPRISE, LLC

36 BUFF CAP ROAD SUITE 3
TOLLAND, CT 06084

OSAIC INSTITUTIONS, INC.

146 MAIN STREET
MONSON, MA 01057

LPL FINANCIAL LLC

612 MAIN STREET
SOMERS, CT 06071

BEAULIEU & ASSOCIATES, LLC

48 SOUTH ROAD UNIT 15
SOMERS, CT 06071

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

48 South Rd Unit 2
Somers, CT 06071

KEY INVESTMENT SERVICES LLC

596 Middle Turnpike
Storrs, CT 06268

AMERIPRISE FINANCIAL SERVICES, LLC

165A Tolland Stage Rd
Tolland, CT 06084

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

14 PERRIN ROAD
WOODSTOCK, CT 06281-2714

11.4 miles away

FINANCIAL ANSWERS, LLC

18 MAIN STREET
ELLINGTON, CT 06029

11.7 miles away

LPL FINANCIAL LLC

20 CHURCH STREET
ELLINGTON, CT 06029

11.9 miles away

EDWARD JONES

419 MAIN STREET
STURBRIDGE, MA 01566

12.2 miles away

CETERA INVESTMENT ADVISERS LLC

36 Cedar Swamp Road
Tolland, CT 06084

12.3 miles away

EDWARD JONES

1448 MAIN ST
PALMER, MA 01069

12.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

9 Elm St
Vernon, CT 06066

12.5 miles away

MCCURDY & ANDREW INVESTMENTS, LLC

212 MAIN STREET
STURBRIDGE, MA 01566

12.6 miles away

CETERA INVESTMENT ADVISERS LLC

3 CRANE PARK DRIVE
WILBRAHAM, MA 01095

12.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1066 STORRS RD STE A
STORRS, CT 06268

13.4 miles away

COMMONWEALTH FINANCIAL NETWORK

1 TINKHAM GLEN
WILBRAHAM, MA 01095

13.4 miles away

RMP INVESTMENTS, LLC

933 HARTFORD TURNPIKE
VERNON, CT 06066

13.6 miles away

Firms

OSAIC INSTITUTIONS, INC.

LPL ENTERPRISE, LLC

LPL FINANCIAL LLC

BEAULIEU & ASSOCIATES, LLC

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

KEY INVESTMENT SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FINANCIAL ANSWERS, LLC

CETERA INVESTMENT ADVISERS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

MCCURDY & ANDREW INVESTMENTS, LLC

COMMONWEALTH FINANCIAL NETWORK

RMP INVESTMENTS, LLC

Investors

ROBERT HAMILTON ELLSWORTH

MICHAEL HAROLD GISLESON

THOMAS PATRICK KELLY

SAMANTHA HOPE GRUPE

MARY KATHERINE SLOAN

PAUL RICHARD VEGIARD

Marilyn Gay Zarkos

HYMAN NOAH GLASMAN

JAMES JOEL BEAULIEU

Gabriella Chantal Ahern

WILLLIAM JOSEPH MCCLOSKEY

MICHELE SPRUELL

Aidan Joseph Shaffer

Marc Anthony Moreno

Kansas Anise Sienna

Timothy Joseph Brunson

JOHN PAUL BERNIER

SARAH ELIZABETH MASKILL

Derek Ryan Lussier

DIANE SCHAFER KELLY

JON ALLAN LINDBLOM

Jake C Meza-Hernandez

DENNIS ADOLPHE MCCURDY

Lindsey D Andrew

JEFFREY ANDREWS WHYTE

SUSAN LORRAINE TATE

GARRETT SCOTT PALMER

JOHN EDWARD MOORE

RALPH MICHAEL PHILLIPS

PATRICK W PRIOR

Within 25 miles of Union, CT, Best Investors lists 96 registered investment advisory firms with 271 offices nearby, managing about $10.6T in combined regulatory AUM across 3,032,747 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 Union

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 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