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Best financial advisors in Willington, CT

Registered advisers within 25 miles of Willington, CT.

Offices
393
Firms
151
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,046,232 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
KEY INVESTMENT SERVICES LLC
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
FINANCIAL ANSWERS, LLC
RMP INVESTMENTS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
BEAULIEU & ASSOCIATES, LLC
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
KEYNOTE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

MICHAEL HAROLD GISLESON
THOMAS PATRICK KELLY
SAMANTHA HOPE GRUPE
MARY KATHERINE SLOAN
MICHELE SPRUELL
Aidan Joseph Shaffer
ROBERT HAMILTON ELLSWORTH
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
Marc Anthony Moreno
Kansas Anise Sienna
Timothy Joseph Brunson
DIANE SCHAFER KELLY
Nathanael Gilbert DiSalvatore
SHAUN COUR
ERIC JAMES SHARP
Blake Sharp
JON ALLAN LINDBLOM
Jake C Meza-Hernandez
SARAH ELIZABETH MASKILL
RALPH MICHAEL PHILLIPS
PATRICK W PRIOR
RALPH WILLIAM JOHNSTON
Derek Ryan Lussier
JOHN PAUL BERNIER
LEO BARTLETT GOODIN
JAMES JOEL BEAULIEU
Gabriella Chantal Ahern
WILLLIAM JOSEPH MCCLOSKEY
Marilyn Gay Zarkos
HYMAN NOAH GLASMAN
James Matthew Desrocher
KENT DAVID ZAHNER
GARY PHILLIP RUCHIN

Within 25 miles of Willington, CT, Best Investors lists 151 registered investment advisory firms with 393 offices nearby, managing about $12.7T in combined regulatory AUM across 3,046,232 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 Willington

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM