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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
YHB INVESTMENT ADVISORS INC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
WEALTHSPIRE ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FIERSTON FINANCIAL GROUP INC
WEALTHSPIRE RETIREMENT ADVISORY
KESTRA ADVISORY SERVICES, LLC
CITIZENS SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
SMITH BROTHERS FINANCIAL, LLC
ADVISORY SERVICES NETWORK
SANTANDER SECURITIES LLC
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC

Investors

Cynthia ANNE Guertin-Gileau
ZACHARY ANDREW LYONS
Michelle Alexandra Shockley
Bryant Gregory Shirreffs
Mitchell Thomas Guarnieri
Steven Joseph Solecki
VINCENT PIERRE THOMPSON
Alma M Kruh
David FROST Farnham
Amy T DePaolo
John M Jezowski
JENNIFER H SHERIDAN
KARILYNN DOMURAT
NEILL Kishore SACHDEV
Drew William Duarte
Nicholas A Stager
Kevin Michael Crosby
Anne Stewart Hildreth
Catherine L Crosby
Michael Francis Shoaf
Eugene JEFFREY Duarte
Drew Michael Thomas Iacovazzi
QASIM KHAN
Taylor Esposito
Eric S Palmer
CYNTHIA ANN MORSE
Tiffany A Mazur
Megha Mariam Thomas
MARLENE KHOURY HADDAD
CHRISTOPHER T BOROWIEC
Ryan Buser
ANN M MCGOWAN
Sandra Jeanne Menard
Nicholas M Sheridan
ELISHEVA SHARON DEFEO
PAUL ROGER MARTEL
DENNIS PATRICK HANNIGAN
Matthew Bushnell
Benjamin James Snediker
Nicholas J Kapelewski
Greta Panke
ROBERT DENNIS DAVEY
JOHN FRANCIS BAKER
ERIC DANIEL FINUCANE
MARLENE ESPINOZA
Joseph Ward
IVY REGINA MARSH
DANTE PETER PIZZUTI
Brenda A Kelly
ALEXANDER Charles ROTH
Evan Richard Rodrigue
SETH B. FIERSTON
BRIAN FIERSTON
MARC ELLIOT AUSTIN
AMY B MILLER
BENJAMIN DAVID KILLE
Steven Joseph Whitman
ROLLIN GILBERT SCHUSTER
Jerome Wiener
Corey Caron
Matthew Paul Thomas
DANIEL JOSEPH PLIS
BENJAMIN LEWIS SWAIN
Donald A Meckel
SCOTT ANTHONY JEAMEL
Robert E Thistlewaite
HANS PETER RAYMOND
CHRISTOPHER JAY DAVIS
ANDREA RACHEL HAMMERLING
David Scott Culver
JEFFREY A HOELDERLIN
Gregory McNeill Carnes
Antonio Rafael Alves
CHARLOTTE NASCIMENTO SOUZA
KEITH MICHAEL PELKEY
Rachel Hope Harrison
Nathan Stephens
Cole Butkovsky
Michelle D O'Brien
Timothy John Ressler
RODRIGO ESPERON
Elise Michelle Derusha
Kyle Andrew Asmann
Holden Jarod Whaley
ANDREA ELIZABETH CAMOIN
Mallika Bahuguna
MARISA SHANA ROTHSTEIN
Kevin Michael Kazlauskas
David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE
RICHARD JOSEPH CARDINAL
PAUL FRANCIS VAIDA
Andrew John Lawson
Alexis Jankauskas
ROBERT MARK BORKOWSKI
MICHAEL GEORGE ROSSLEY
NICHOLAS ROBERT BORKOWSKI
RICHARD CARL LAWSON
ROBERT SCHWARTZ BLACK
EDWARD HARRY BLUMENTHAL
REBECCA DOTSON
Troy Gerard Russillo
Curtis Wiggins
COLIN THOMAS KRAFFT

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