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Best financial advisors in Unity Plaza, CT

Registered advisers within 25 miles of Unity Plaza, CT.

Offices
712
Firms
230
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,157,263 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN HOUSE CAPITAL, LLC
RBC CAPITAL MARKETS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
EMPOWER ADVISORY GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
TD PRIVATE CLIENT WEALTH LLC
HFM WEALTH MANAGEMENT
FOUNDERS CAPITAL MANAGEMENT, LLC
UBS FINANCIAL SERVICES INC.
BRADLEY FOSTER & SARGENT INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Jack Wilson Brown
ROBERT DANIEL MOQUIN
STEFANIE MARIE MILLS
Dean Rocco Calderoni
JAMES JAY GOLDMAN
KEVIN MICHAEL O'SHEA
JASON FRANCIS RUIMERMAN
MARK ERIC MONROE
ALI BRANCATI
DAVID JAMES JORGENSEN
John Leonard
CHRISTIAN GARY LOFFREDO
AARON MICHAEL SCOTT
RACHEL DENISE SORRENTINO
Tsvetelina Sasheva Dean
COREY M CARON
PAUL WILLIAM HOLJES
Michael J McCabe
CHRISTOPHER PAUL CLINI
DANIEL PAUL MANCINI
Thomas Louis Grilli
DANIEL STERLING TARBELL
Cory Bradley
JEFFREY SCOTT BENAITIS
LAURA LEE FISH-KELLY
Nicholas Sal Calabrese
RICHARD JOSEPH VOGLER
ALFRED JOSEPH LOOMER
Djordje Radujko
KENNETH BRUCE CHASE
ROBERT PATRICK CARROLL
RICHARD JOHN HOWELL
DEAN EDWARD LAPRADE
MATTHEW TYO
LUKE PRESCOTT MARINO
Melia Bopha Chung
JUSTIN TYLER PEREZ
ELLIOT ALEXANDER GARCIA
WESLEY JAMES JOHNSON
TRAVIS WORTH MEYERS
RICHARD COOLEY RISLEY
CARL A CASTANHO
SHEILA MARIE AMARAL
JONATHON TORRES
Kathlene Donahue
Dante Montaque
ANDREW FULKERSON MCGRADE
JEFFREY DUNPHY
MARGARET Monica CZYZ
MATTHEW THOMAS PRIFTI
Elmer Jocol
CHRISTIEN DUPUIS
ASHLEIGH CASE BRIGGS
Brian Paul White
Christopher Joseph Freeman
JOCELYN Y DENT
Sandra A Larson
ERIC BRUCE ANDERSON
RAFAEL DARIO QUIROS
Ted Patrick Terrion
HOWARD ELLIOT CASE
PATRICK ALAN TERRION
Anna Case
ANDREW ARMOUR BASSOCK
Michael Aram DeCorleto
CHAD CHARLES CZERWINSKI
PAUL JAMES LEEMING
ANDREW ROY WORTHINGTON
ASHLEY ROBERT MARTELLA
ROBIN DEMITRIUS ANDERSON
PETER KEN KONG
DOUGLAS JOHN DOMIAN
James Bockstahler
WILLIAM JAMES GRECO
MARTIN PATRICK KEARNS
GABRIEL D'AMICA
PATRICIA M MORYTKO
STEPHEN EVERETT ROTONDO
STEVEN JOHN GRECO
GREG FITZGERALD MENDOZA
ROBERT NICK CUSANO
VICKI LYNN THOMAS
RYAN SHIBLES BAGLEY
MATTHEW J BRAGG
THOMAS EDWARD HUMPHREYS
SCOTT BLAKE MINTZ
DAVID C SACHARKO
JANE P PAGE
JESSE G. FABLE
Ina A Goldschmidt
CRYSTAL DAWN LEPPO
SHARON LEIGH ALLEMAN
ARANZAZU SUAREZ GONZALEZ
DAVID JAMES FASI
KENT ELLIOT BYRD
Erika Martinez
Duane Blische
Nicole King
Sergio Maffettone
David Michael Stanco
Spencer D Barry
Kenneth Adrian Rios
Gabrielle Finn
Julio David Hernandez Achury
Eric Brereton Young
Nicholas Stavros Nalbatian
BRIAN Thomas TOMASKA
PAULA M. ROSE
Maureen C Keating
JASON FARKAS
MATTHEW SCOTT TASHJIAN
SCOTT THOMAS TIMKO
NILE CHRISTOPHER PULLIN
PAUL DAVID SAPIRO
CECILIA BETTENCOURT
TAWANA ANDERSON
ROBERT STEVEN JERMINE
MICHAEL ANTHONY LUSARDI
KYLE VINCENT ROSS
STEPHEN PATRICK KANE
DANTE LORENZO AMBROGIO
Katelyn Tanner Greco Lycksell
MATTHEW RICHARD MARDIROSIAN
CARLY FLANAGAN
Lillian Gallagher Johnston
GERALD BUTLER DUBEY
JAMES F FASI
George Smith Woodman Pratt
DAVID KEITH ELLOVICH
Brandon Leigh Burleigh
Garrett Craig Roberts
DAN I OLSON
Joseph Patrick Ciarleglio
GALAN GEORGE DAUKAS
PETER JAY KIRSCHENBAUM
CHARLES SAVAGE WILLAUER
EUGENE A DAPONTE
ALISON GOURD COSGROVE
JAMES VINCENT PALDINO
Joshua Oulund Peteet
Michele Lynch Matzinger
Christina Lee Charest
Christopher Toulmin Sargent
Stephen Tucker Childs
CAMERON HORATIO BURNS
GREGORY MICHAEL MILLER
ROSA YII-CHING CHEN
ROGER HILL MANTERNACH
MARISSA SAPONARE
Jairzinho Skair
Alan D Weber
Brendan C Perkins
PAUL K BREWER
Matthew Peter Corjulo
Robert M Rosa
Daniel Fitzsimmons
GREGORY STUART GRANDE
BARNABY W. HORTON
DENISE YUU
ANDREA MARY MARTIN
CARL SAPONARE
DMITRY A ISENBERG
ELISSA SLAVIN
LOURDES N RHODES
TREVOR A GLASGOW
Angelo DEAGO Pruitt
Christopher David DeMatteo
George Nicholas Silvester
Thomas B Zimmer
Terri Rockefeller
JAMES DOUGLAS ARMSTRONG
Alex Ryan Kellner
James M Sleight
WANDA J MOBLEY
DOUGLAS CLIFFORD ARMSTRONG
CLAUDINE MARIE ZIGMUND
DAVID EDMUND GOODWIN
EDWARD J SULLIVAN
Edward Frank Keyes
Douglas Beerbower
Michael Stanley Stratton
Ivana Spacek
ALISSA J HYRES
Robert Brandon Weber
ALBERT BOURJAILI
Tyler Allen
Jorgens Remy
MANJUR AHMED CHOWDHURY
NEILL Kishore SACHDEV
CASEY SERENA OLSEN
Lusine Baghramyan
Sherry Lanette Turner
ANN M MCGOWAN
Sandra Jeanne Menard
MAUREEN ZAVATONE
Rockwell M Jackson
CHRISTOPHER T BOROWIEC
QASIM KHAN
DAVID JACK DIXON

Within 25 miles of Unity Plaza, CT, Best Investors lists 230 registered investment advisory firms with 712 offices nearby, managing about $16.1T in combined regulatory AUM across 3,157,263 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 Unity Plaza

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