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Best financial advisors in Wolcott, CT

Registered advisers within 25 miles of Wolcott, CT.

Offices
869
Firms
273
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,153,170 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FARMINGBURY FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CREATIVEONE WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LIFEMARK SECURITIES CORP.

Investors

Patricia Gugliotti
MARK EDWARD SHUMILLA
STEFANO PAUL CACCIOLA
PATRICK WILLIAM NAUGHTON
STEPHEN DOUGLAS HAYWOOD
DAWN M ROSA
Daniel William Kopf
DONALD JOSEPH CIAMPI
STEVEN FAZO
JENNIFER DEXTER DIPIETRO
EMILY SUI-LING MEDREK
HEATHER A. HEPBURN
DAVID JOSEPH COPPOLA
Chelsea Anne Le Moine
MARGARET GUZMAN
KEVIN GERARD SMITH
Raymond Luis Powell
RAYMOND JOSEPH POWELL
AARON SCHROEDER
Hannah Jane Verdi
JAMES WILLIAM COLEMAN
Thomas Robert LaPointe
Zachary Verdi
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
Ethan Robert Medling
STEVEN PAUL CHOQUETTE
JAMES RICHARD ODONNELL
TIFFANY MARIE LYGA
ANTONIO AMERICO CIOCCA
GREGORY THOMAS CIMMINO
JOSEPH LOUIS FERRY

Within 25 miles of Wolcott, CT, Best Investors lists 273 registered investment advisory firms with 869 offices nearby, managing about $17.0T in combined regulatory AUM across 3,153,170 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 Wolcott

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