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Best financial advisors in Wilson, CT

Registered advisers within 25 miles of Wilson, CT.

Offices
693
Firms
223
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,155,586 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
FIDUCIENT ADVISORS LLC
EDWARD JONES
WEALTHSHAPE LLC
PARKER WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
OSAIC ADVISORY SERVICES, LLC
FINANCIAL ADVANTAGE ADVISORS CO.
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PASCO ADVISORS, LLC

Investors

Michael Gothers
Michael Dennis McGrath
SOFIA DUMANSKY
ELI COHEN BURROWS
Anthony Easton Grant
JENILEE FRANCES WIRTZ
ANINDITA MOHANTY
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
Martin Doyle McMahon
Daniel Gilligan
Monica L Forbes
TIMOTHY JOHN BAKER
JEFFREY PARKER SMITH
ERIK A LILLIBRIDGE
PAUL EDWARD DELSKEY
LYNN GRAHAM DOBROWSKY
KRISTOPHER PAUL PERUCCIO
Cristian O Irizarry
MARK EDWARD SPERANDIO
THOMAS J CURTIN
TIMOTHY MARK INGALLS
STEPHANIE C SLAPPENDEL-MODEAN
BRENT BERNARD GOTTIER
RONALD CHARLES ELEVELD
JAMES PETER MARTIN
AYESHA KING JACKSON
SHANDRIKA JYNA BRYANT
AARON MICHAEL JACKSON
LAURA MAE DEPERGOLA
CURTISS RAY SMITH
JOHN P MURPHY
BRIAN CHARLES CASSIDY
Thomas Edward Vinson
TIMOTHY J REYNOLDS
James Thomas Galloway
DANIEL PATRICK KELLY
JEANINE STELZNER
Richard Daniel Villeneuve
RICHARD WILLIAM VILLENEUVE

Within 25 miles of Wilson, CT, Best Investors lists 223 registered investment advisory firms with 693 offices nearby, managing about $16.1T in combined regulatory AUM across 3,155,586 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 Wilson

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