Best Investors Account Sign in

Best financial advisors in Winsted, CT

Registered advisers within 25 miles of Winsted, CT.

Offices
582
Firms
206
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,999 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC
CHADWICK FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
METRIC FINANCIAL, LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Karen Teresa Leonard
Edward Benecchi
DJEMAL EYUP ARANITI
John E Schwaikert
JOANNE DE PALMA
KRISTINA WADMAN OSWALD
TAMMY KELLY DeFelice
JOHN MICHAEL MORRIS
PETER BENARD COHEN
Changyong Shi
Beth Lynn Duffy
PHYLLIS BIANCA PUCKETTE
RENEE EVA AMOCHAEV
ALEXANDER BERND OVERKAMP
Coty Shean
RICHARD ALLEN BEAN
DANIEL A. ROBERTS
MICHAEL EDWARD CHADWICK
TRAVIS MASAICHI TAZAWA
Jessica Martin
MAX D ISAACMAN
MICHAEL ALFONSE BARATTA
BENJAMIN GRAHAM STILLE
JOSHUA JOHN FERREIRA
Stephanie Lauren Field
LEIGH EDWARD KING
ALLISON BARBARA BECKER
LINDA ELDRIDGE TARBOX
MARK RICHARD JONES
Michael T Goralski
ALEXANDER RODERICK DUXBURY
TIMOTHY MEAD BAKER
BRENTON ALAN SILANO
BRIAN MICHAEL DOWD
Timothy David Patterson
damian a kusnierz
Peter Mowry
Akira Sato
James Paul Hammel

Within 25 miles of Winsted, CT, Best Investors lists 206 registered investment advisory firms with 582 offices nearby, managing about $16.1T in combined regulatory AUM across 3,149,999 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 Winsted

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