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Best financial advisors in Unionville, CT

Registered advisers within 25 miles of Unionville, CT.

Offices
670
Firms
217
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,156,852 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BARRON FINANCIAL GROUP, LLP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
FARMINGBURY FINANCIAL SERVICES, LLC
HORIZON FINANCIAL ADVISORS, LLC
CONIFER INVESTMENTS LTD
HFM WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC

Investors

James Alexander Zeller
JOHN EDWARD SEAGRAVE
JAMES ALFRED THIBAULT
SANDRA LYNN THIBAULT
Alexander Westcott
CHRISTOPHER D. WOODHOUSE
MATTHEW ROWE SWEET
JOSEPH GHISLAIN PLANTE
Angela Rose Roy
KHUONG TRUNG HO
CHRISTOPHER LEE FRY
Jennifer Waldron
ANDREW JAMES GARSTANG
Daniel Civiello
DAVID PAUL DUFOUR
STEVEN LOUIS TILLONA
ANTHONY JOHN MARCIANO
TIMOTHY J GRACE
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
PAUL JOHN RAYMOND
STEPHEN ANTHONY CARELLA
Patrick McLaughlin
AARON SCHROEDER
JOEL MARK KOSOVSKY
Maura Keating
KEVIN CHARLES QUIROS
JAMES RYAN REYNOLDS
Jeremy Daniel Garskof
JEN E NOWITZKE
Christopher Shaw Pierce
DOUGLAS DANDREA
MICHELLE NANCY FOLEY
DOUGLAS MYLES GORDON
RAYMOND MICHAEL CONGELOSI
JAMES WARD MARLOR
GLENN CHESTER THOMPSON
GRETCHEN ELIZABETH CHAPDELAINE
JEFFREY MAX MINKOS
BRAD SIMONDS
BRIAN JOEL WADDELL
E. B LOOMIS
Clifford Andrew Paulson
Benjamin McKinnon Marlor
JOSHUA OPDENBROUW
Parker Thomas Stone
Matthew Conroy
DOMINIC B SCHIOPPO
Richard H Wells
MICHAEL PATRICK BEHRENS
WILLIAM MICHAEL DICRISTOFARO
ERICH GARY STRUNK
JOSEPH ROBERT MACDONALD
RAYMOND EDWARD BELOIN
DAVID CASARELLA

Within 25 miles of Unionville, CT, Best Investors lists 217 registered investment advisory firms with 670 offices nearby, managing about $16.2T in combined regulatory AUM across 3,156,852 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 Unionville

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