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Best financial advisors in West Simsbury, CT

Registered advisers within 25 miles of West Simsbury, CT.

Offices
683
Firms
226
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,156,877 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
METRIC FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
TSCG INVESTORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
HONU CAPITAL MANAGEMENT LLC
KESTRA ADVISORY SERVICES, LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC

Investors

PETER BENARD COHEN
Peter Mowry
Akira Sato
damian a kusnierz
Timothy David Patterson
BRIAN MICHAEL DOWD
TIMOTHY MEAD BAKER
Stephanie Lauren Field
LEIGH EDWARD KING
ALLISON BARBARA BECKER
LINDA ELDRIDGE TARBOX
MARK RICHARD JONES
Michael T Goralski
ALEXANDER RODERICK DUXBURY
JOSHUA JOHN FERREIRA
Robert Jon Fiondella
Nolan Christopher Glenn
ROBERT JON FIONDELLA
MICHAEL FRANCIS GACEK
Changyong Shi
Beth Lynn Duffy
PHYLLIS BIANCA PUCKETTE
JOHN MICHAEL MORRIS
BRENTON ALAN SILANO
MARGARET HENSLEY JAKUBOWSKI
ROBERT W HENSLEY
LISA MARIE CALCAVECCHIA
ROBERT STEVEN HENSLEY
MATTHEW R CARBRAY
Michael J Hatch
DANIELLE ELANDRA BARBATO
MICHAEL V MEZHERITSKIY
Richard C LoPresti
ADAM BENJAMIN KALENDER
COLE WOLKNER

Within 25 miles of West Simsbury, CT, Best Investors lists 226 registered investment advisory firms with 683 offices nearby, managing about $16.2T in combined regulatory AUM across 3,156,877 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 Simsbury

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