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Best financial advisors in Woodstock Valley, CT

Registered advisers within 25 miles of Woodstock Valley, CT.

Offices
119
Firms
45
Combined AUM
$6.30T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,387,921 clients when Item 5C has a number
Avg / client
$4.54M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
MCCURDY & ANDREW INVESTMENTS, LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
MWA FINANCIAL SERVICES INC.
HORACE MANN INVESTORS, INC.
WESTCOTT INVESTMENT ADVISORS LLC

Investors

JOHN PAUL BERNIER
Tanner Jacob Sargent
LEISL LISSFELT LANGEVIN
Holly Wanegar
LOGAN Dorey LUM
LAURENCE NEWTON HALE
JAMES ALLEN ZAHANSKY
Jonathan Mathews
NICHOLAS KENNETH OLSON
Brandon David Koehler
ALEESHA K. GRAHAM
JUSTIN RYAN BROUILLARD
MATTHEW JOHN SONDRINI
Tyler DeWaele
PATRICK JEREMIAH O'BRIEN
DENNIS ADOLPHE MCCURDY
Lindsey D Andrew
Trevor Nielsen
Kartik Trivedi
CHRISTOPHER J MALLON
KEVIN C OUTLAND
JOHN THOMAS JAWOR
James Patrick McNamara
AMY HILDA Kiley
Michael James Halloran
Christopher O'Connor
MICHAEL HAROLD GISLESON
THOMAS PATRICK KELLY
SAMANTHA HOPE GRUPE
MARY KATHERINE SLOAN
RAYMOND RONALD PERRY
ROBERT HAMILTON ELLSWORTH
MICHELE SPRUELL
Aidan Joseph Shaffer
SUSAN LORRAINE TATE
GARRETT SCOTT PALMER
JAMES MICHAEL THOMPSON
JEFFREY NATHAN LARROW
BENJAMIN R TOMCZAK
BRUCE GIGUERE
Cara Holland
Owen M Doremus
GARY WAYNE PELOQUIN

Within 25 miles of Woodstock Valley, CT, Best Investors lists 45 registered investment advisory firms with 119 offices nearby, managing about $6.30T in combined regulatory AUM across 1,387,921 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 Woodstock Valley

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM