Best financial advisors in Windham, CT

Registered advisers within 25 miles of Windham, CT.

Offices

208

Firms

93

Combined AUM

$8.33T

Firm-wide filings, not assets booked only here

Clients

2.11M

2,107,660 clients when Item 5C has a number

Avg / client

$3.95M

Combined AUM ÷ clients

Nearby offices

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

205 STORRS RD
MANSFIELD CENTER, CT 06250

J. W. COLE ADVISORS, INC.

6A Ledge Brook Drive
Mansfield Center, CT 06250

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1066 STORRS RD STE A
STORRS, CT 06268

KEY INVESTMENT SERVICES LLC

596 Middle Turnpike
Storrs, CT 06268

LPL ENTERPRISE, LLC

5 VINA LANE
BROOKLYN, CT 06234

11.6 miles away

LPL FINANCIAL LLC

32 MAIN ST UNIT #2
HEBRON, CT 06248

11.8 miles away

EDWARD JONES

10 MAIN ST
HEBRON, CT 06248

11.9 miles away

CETERA INVESTMENT ADVISERS LLC

1776 BOSTON TURNPIKE
COVENTRY, CT 06238

12.2 miles away

LPL FINANCIAL LLC

ONE CONNECTICUT AVE
NORWICH, CT 06360

12.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

207 W Town St Unit 2B
Norwich, CT 06360

12.4 miles away

MML INVESTORS SERVICES, LLC

110 MAIN STREET
JEWETT CITY, CT 06351

12.6 miles away

FCIG WEALTH MANAGEMENT, LLC

94 NORWICH ROAD
PLAINFIELD, CT 06374

13.1 miles away

OSAIC INSTITUTIONS, INC.

48 Norwich Road
Plainfield, CT 06374

13.2 miles away

LPL FINANCIAL LLC

67 LATHROP ROAD
PLAINFIELD, CT 06374

13.5 miles away

LPL ENTERPRISE, LLC

36 BUFF CAP ROAD SUITE 3
TOLLAND, CT 06084

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

87 Lebanon Ave
Colchester, CT 06415

13.9 miles away

JGS WEALTH MANAGEMENT, LLC

79A NORWICH AVE.
COLCHESTER, CT 06415

JGS WEALTH MANAGEMENT, LLC

79 A NORWICH AVENUE
COLCHESTER, CT 06415

ROSE CITY CAPITAL MANAGEMENT, LLC

80 SHERMAN STREET
NORWICH, CT 06360

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

55 Hayward Ave
Colchester, CT 06415

14.1 miles away

Firms

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

J. W. COLE ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KEY INVESTMENT SERVICES LLC

LPL ENTERPRISE, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

FCIG WEALTH MANAGEMENT, LLC

OSAIC INSTITUTIONS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

JGS WEALTH MANAGEMENT, LLC

ROSE CITY CAPITAL MANAGEMENT, LLC

Investors

RALPH WILLIAM JOHNSTON

LEO BARTLETT GOODIN

SUSAN LORRAINE TATE

GARRETT SCOTT PALMER

MICHELE SPRUELL

Aidan Joseph Shaffer

BENJAMIN R TOMCZAK

BRIAN DANIEL OCONNELL

BRUCE CRAIG HODGINS

Selette Marcia Jones-Jemison

Garrett Ambrosino

Nathanael Gilbert DiSalvatore

ERIC JAMES SHARP

TODD ANDREW GESTRICH

RODNEY LEE CAMPOPIANO

BENJAMIN MATTHEW HOWARTH

RYAN P BOUCHARD

WILLIAM MARTIN GILMORE

Daniel Charles Massucci

Daniel Peter DiClementi

TOMASZ EDWARD KOSEK

Holland M Rajaniemi

MICHAEL HAROLD GISLESON

THOMAS PATRICK KELLY

SAMANTHA HOPE GRUPE

MARY KATHERINE SLOAN

PAUL ANTHONY CATALANO

JOHN GREGORY STALEGA

MARK STEPHEN COLETTA

Within 25 miles of Windham, CT, Best Investors lists 93 registered investment advisory firms with 208 offices nearby, managing about $8.33T in combined regulatory AUM across 2,107,660 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 Windham

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM