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Best financial advisors in Wethersfield, CT

Registered advisers within 25 miles of Wethersfield, CT.

Offices
712
Firms
236
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,152,416 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
SOVEREIGN FINANCIAL GROUP, INC.
MONEY CONCEPTS CAPITAL CORP
LIFELINE FINANCIAL, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
HAMMOND ILES WEALTH ADVISORS
JOHNSON BRUNETTI
EDWARD JONES
DENNIS GLYNN, CPA
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
DARWIN WEALTH MANAGEMENT
INTERACTIVE FINANCIAL ADVISORS

Investors

Elyssia Beaulieu
BENJAMIN MARK TABELLIONE
DAVID ROGER PRIMOZICH
Casey Green
Jake V Belden
JOHN ALFONSE PORRIELLO
R PATRICIA GRENIER
MICHAEL SIMPSON
MARK ANTHONY FIANO
SCOTT THOMAS ILES
ROBERT GREGORY HAMMOND
SCOTT RICHARD SOLOD
KEVIN PATRICK ILES
Mary Elizabeth McKone
HEATH G GROSSMAN
MARGARET Rose AGUIRRE
Alex Roger Hubbard
JOSH ERIC ALTMAN
Ian James Fergusson
JOEL MARK JOHNSON
DOUGLAS WILLIAM MILLER
JEFFREY MICHAEL SOBON
Joseph Patrick Conlan
DAVID SCOTT SHAPIRO
ERIC FIELD HOGARTH
Heather Nicole Atkins
Tanner DeBowsky
Sjaun Sanderson
Brett Patrick Larocque
Jeffrey Woodcock
Nicholas Joseph Miller
RAYMOND PAUL RADIKAS
NICHOLAS Joseph COLANTUONO
MATTHEW DOUGLAS SCOTT
Matthew Connelly Salem
Jacob Oliver Doser
JENNIFER ANN KILLILEA
Jakob Hudanish
Matthew Kenneth Pastor
DEAN MILLAR FORSTMANN
Robert Henry Pascale
DOUGLAS JOHN PACKARD
BRETT TYLER WENTZELL
Jerome Wiener
AMIE ELISABETH BROWER
Beau T Tillinghast
JOANNA LYNN PLAGE
Brennan McMahon
Richard R Mc Mahon
Gillian R Snyder
STEPHEN PATRICK WHITTEMORE
TRISHA LYNN MCMAHON
Matthew Scott Grohocki
Alexander Stringer
Gabrielle Curboy
JOSEPH THOMAS MURPHY
Rajiv Ganesh Iyer
Ganesh Nagrajan Iyer
Trevor Saunders
PAUL STEVEN BOSNYAK

Within 25 miles of Wethersfield, CT, Best Investors lists 236 registered investment advisory firms with 712 offices nearby, managing about $16.1T in combined regulatory AUM across 3,152,416 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 Wethersfield

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