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Best financial advisors in West Hartland, CT

Registered advisers within 25 miles of West Hartland, CT.

Offices
430
Firms
164
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,133,883 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

FIDUCIENT ADVISORS LLC
ST. GERMAIN INVESTMENT MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT
CIGNA INVESTMENTS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MONEY CONCEPTS CAPITAL CORP
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
KESTRA ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUSTMONT ADVISORY GROUP, INC.

Investors

JOSEPH ANTHONY DIOGOSTINE
MICHAEL JOHN CHASE
TYLER B POLK
CHRISTOPHER FRANCIS KACHMAR
DEVON COYLE FRANCIS
KAREN ROSE PAULSON
ANTHONY JOHN TRANGHESE
MATTHEW TYSON SMITH
ROBERT HUNTER LOWRY
RICHARD ANDREW CAREY
JEFFREY JULES CAPONE
ANDREW BORIS SALAK
MATTHEW JAMES KAMINSKI
RYAN THOMAS GARDNER
KATHRYN JANE PIZZI
SYLVIA MENDOZA CALLAN
MICHAEL ROBERT MATTY
Richard Raymond Bleser
Tatyana Shut
David Francis Modzelewski
Angelo Samuel Fiore
Laura Ann Delmolino
TIMOTHY WALLACE SUFFISH
POLLY WHITE CORDLE
PATRICIA MAE Matty
THADDEUS STEVENS WELCH
Siobhan G Matty
Kelly P Selkirk
Steven James Tynan
Ava Claire Cariddi
PAUL JOSEPH MARCHESE
MATTHEW ROBERT FARKAS
CHRISTINE M ANDRZEJEWSKI
JOSHUA DAVID BEDELL
Brendan Roberts
MAURICE STEVEN BOWERMAN
LAURA MARIE BOVINO
TANYA LYNNE HAAS
Jason Irwin
Dennis C Morin
CHRISTOPHER BOOTH MILNE
Cynthia Rose Stewart
MICHAEL STEVEN MARTIN
BRENDA MAY KANTOR
Paul J Menzel
JAMES J SLAWSKI
STEVEN FREDERICK BRADWAY
MARVIN GLEN HALE
RICHARD JOHN PELLETIER
Austin James Porchelli
Joseph Christian Marich
Christine Marie Blaha
DAVID EDWARD FEDOR
JOHN THOMAS HARTEN
JOHN WILSON ARNOLD
OWEN DAVID FREEMAN-DANIELS
CHRISTOPHER THOMAS CONNELLY
Anthony Thomas Muscarella
Martin Doyle McMahon
Daniel Gilligan
Monica L Forbes
Cristian O Irizarry
William Balint

Within 25 miles of West Hartland, CT, Best Investors lists 164 registered investment advisory firms with 430 offices nearby, managing about $16.0T in combined regulatory AUM across 3,133,883 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 West Hartland

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