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Best financial advisors in Clinton, CT

Registered advisers within 25 miles of Clinton, CT.

Offices
361
Firms
132
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,686,338 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
HIGHTOWER ADVISORS, LLC
EAGLE STRATEGIES LLC
WARNER WEALTH
COMMONWEALTH FINANCIAL NETWORK
MAI CAPITAL MANAGEMENT, LLC
ACCRETIVE CAPITAL MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PRINCIPLE WEALTH
ACADIAN VENTURES MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PHILIP Timothy WIELOCH
Mark Leslie Mohan
TRACY ANNE MACKINSTRY
Peter Sheen
CHRISTOPHER PETER MCFADDEN
ERIC C HANSON
Peter G Volmert
Ann Pellegrini
JENILEE FRANCES WIRTZ
Sarah Jayne Layton
JOHN ANDREW KINNEY
BETTE LYNN PAEZ
DANIEL JOHN GERMAN
JAMES ALAN WARNER
Robyn M Wolcott
Brian Patrick Boyd
NAHID NOORY
JUSTIN PETER MCLAUGHLIN
JOHN M GROSSO
BRITTANY ELIZABETH FELLER
James Munro
MARK JOSEPH EGIDIO
DANIELLE F HOULE
MATTHEW H WU
PATRICK FRANCIS XAVIER GINGRAS
David Michael O'Connor
ALICE LEARY REITZ
MICHAEL JOHN DESI
LYNN ANN SCULLY
PATRICIA BAYER WALSH
MICHAEL ALAN LECLAIR
ROBERT SCHUMANN RICHARD
WILLIAM FRANCIS FUSCO
AMY ALISIA LAWLER
CHRISTOPHER JOSEPH MACCA
KYLE JOSEPH FARRELL
Tracy Ane Pierson
ROBERT SANTINO PAOLUCCI
MARGARET OMARRA MARUZO
GLENN SIMON ZAVORSKAS
COLIN MICHAEL DUGAN
June Lori Berglund
Aaron Lester Hershman
Brian James Gendron
David C Copeland
JOSEPH ADDISON MCARAW
ROGERELLA BUTLER KASIMIR
THERESA VIVIAN DONATELLI
JOHN PATRICK HANNIGAN
Joshua R Ouellette
ANDREW JOHN CIALEK
MICHAEL JOSEPH CASTIELLO
Ryan Scott Famiglietti
Paul H Schott
LEE MICHAEL SHEIMAN
GLENN DAVID UFLAND
Connor Carroll
DEBORAH ANN TATA

Within 25 miles of Clinton, CT, Best Investors lists 132 registered investment advisory firms with 361 offices nearby, managing about $13.4T in combined regulatory AUM across 2,686,338 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 Clinton

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM