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Best financial advisors in University Of Ct, CT

Registered advisers within 25 miles of University Of Ct, CT.

Offices
467
Firms
176
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,932,624 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
J. W. COLE ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RMP INVESTMENTS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY FINANCIAL CONCEPTS, INC.
LPL FINANCIAL LLC

Investors

MICHELE SPRUELL
Aidan Joseph Shaffer
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
Nathanael Gilbert DiSalvatore
SHAUN COUR
ERIC JAMES SHARP
Blake Sharp
DIANE SCHAFER KELLY
MICHAEL HAROLD GISLESON
THOMAS PATRICK KELLY
SAMANTHA HOPE GRUPE
MARY KATHERINE SLOAN
RALPH WILLIAM JOHNSTON
LEO BARTLETT GOODIN
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
PETER JOSEPH JESANIS
Josh W Oliver
DENNIS L MORIN
JEFFREY C MORIN
Troy Jeffrey Morin
EDWARD STANLEY MYERS

Within 25 miles of University Of Ct, CT, Best Investors lists 176 registered investment advisory firms with 467 offices nearby, managing about $14.6T in combined regulatory AUM across 2,932,624 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 University Of Ct

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