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Best financial advisors in Belle Haven, CT

Registered advisers within 25 miles of Belle Haven, CT.

Offices
2,422
Firms
1,109
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,254,781 clients when Item 5C has a number
Avg / client
$6.80M
Combined AUM ÷ clients

Nearby offices

Firms

PITON INVESTMENT MANAGEMENT, LP
PLH FAMILY OFFICE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
R & R FINANCIAL PLANNERS, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
TD PRIVATE CLIENT WEALTH LLC

Investors

RALPH CHAN
Michael E Farrell
BRIAN MATTHEW LOCKWOOD
JAMES PATRICK FORTESCUE
DANIEL THOMAS HUGHEY
KRISTOPHER ROBERT KONRAD
TODD BURACH
CHRISTOPHER A PESCE
Jonathan Pugach
DEBRA ANN BUSHMAN
Lauren Aylmer
Matthew Joseph Sheerin
STEVEN JAY MILLER
Brian Christopher Crandall
PETER H GOLDBERG
ARON ADAM MESTEL
RUSSELL WILLIAM MCMANUS
MICHAEL JOSEPH LALIBERTE
Ryan Michael Sakowich
EDWARD MICHAEL O'CONNELL
JOHN MANFREDONIA
PAUL ROBERT TRAUSE
JOSEPH S MCALINDEN
Nicholas V Caiafa
ROBERT ARTHUR SUTTON
JANE CARLA DESMOND
PETER JOSEPH BARONE
MARK KRAUSS
CHRISTOPHER JAMES NOLAN
VINCENT LOPES
Christopher M Leddy
Anna Maria Jaracz
LISA MARIE VANDETTI
ANDREW JOSEPH BORZILLERI
SUSAN RUTH COHN
JOSEPH ANDREW SCOTTO
Alexander Joseph Gallego
JOSEPH ANTHONY VINCI
THOMAS WILLIAM SPUHLER
GREGORY SCHEINBERG
Wayne Robert Buess
ALBERT AKERMAN
Tara Romeo
KEVIN FRANCIS MURPHY
ANTHONY ROSA
WILLIAM VITO ROMEO
RICHARD M HODGMAN
Kyle Berry Pearson
PAMELA BERRY PEARSON
Roberta Sue Kahn
WILLIAM J ANDERSEN
KENNETH LAWRENCE SPIELMAN
JIHYE CHANG
CHERYL ANN LO RUSSO
ANTHONY STEVEN CIMORELLI
ANATOLIY BELKIN
GRACE JUNE KIM
Johnny Man
QIANSHEN ZHOU
Zhenyu Liu
WING CHUNG YIP
ZACHARY FU
QIAN LI
ANDREA GAETANO AVITABILE
Theodore Katelas
ABEL MARK JOSEPH
TONY SHEK YIN WONG
THOMAS MARCO AVITABILE
Xiaolan Kruk
Helena Jiaxuan Lee
MINHUA CHEN
MINDE LU
RAYMOND MING LEE
YANG LIU
Jayna Alexandra Andrikou
Ashif Iqbal
CAROLINA NG
WAYNE TANG
CHARLIE YEUNG
RUI SU
JASON YIHUI LIN
ZHUOJIE LIU
Ran Hu
CHI MAK

Within 25 miles of Belle Haven, CT, Best Investors lists 1,109 registered investment advisory firms with 2,422 offices nearby, managing about $22.1T in combined regulatory AUM across 3,254,781 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 Belle Haven

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM