Best Investors Account Sign in

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

FCIG WEALTH MANAGEMENT, LLC
FARMINGBURY FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FOUNDATIONS INVESTMENT ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
KEYNOTE FINANCIAL SERVICES, LLC

Investors

DANIEL FRANCIS MASSUCCI
AARON SCHROEDER
JEFFREY VINCENT DESMARAIS
JEREMY P BUSA
Justin Patrick Doyle
DENNIS CAMILLE GERO
JEANMARIE ANN DELISO
Austin James Shuttleworth
JORDAN JEFFREY FRAZEE
RICHARD MICHAEL BAKER
Mark Ivan Wolverton
Thomas A Oakley
Brian Charles-Alexander Booth
RICHARD JOHN PELLETIER
Austin James Porchelli
JOHN PAUL LASEK
TRAN NGUYEN TRAN
STEVEN FREDERICK BRADWAY
Derek Ryan Lussier
Kenneth R Roque
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN

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