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Best financial advisors in E Haven, CT

Registered advisers within 25 miles of E Haven, CT.

Offices
577
Firms
188
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,783,714 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
PLOOTUS
WALDO.AI, INC.
EDWARD JONES
QUANTUM CAPITAL MANAGEMENT
AYERS & ASSOCIATES, P.C.
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HERITAGE CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.
LADD CAPITAL MANAGEMENT LLC

Investors

CHARLES GILBERT KUNZELMAN
Ryan Thomas Belanger-Saleh
Robert Sorensen
KENNETH JOHN AYERS
Alan Tuchmann
Nikola Sormaz
Alexandra Forte
BRIAN THOMAS OBREMSKI
Asa Cort
Mark DiPaola
MELANIE EDITH KREGLING
CHARLES J NOBLE
Charles Joseph Noble
JASON MERKER
RAYMOND H BOVICH
Jackson Seward
BRETT M AMENDOLA
DAVID G GAY
Marko Cohen
Robert Arthur LoRicco
NICHOLAS HARPER CIAMPANELLI
CRAIG Lee PLATT
MICHAEL CECIL MADDELENA
CHARLES HENRY BERGAMO
ANTHONY EDWARD GONZALEZ
RONALD ROBERT MILONE
CHRISTOPHER A CAVALLARO
KEVIN MICHAEL PEEL
DANIEL A. FIGULY
JO ANN SWATT-CSIRE
JARROD FLETCHER SLATER
SCOTT ROBERT TANSLEY
ZACHARY RYAN GREEN
TIMOTHY James DEBOWES
ANNE MAUREEN DEBOWES
FAY SHEPPARD
CELESTE BEATRICE BARHAM
JOSEPH AARON MATTHEW
TRENT LUBY
MICHAEL S PACE
JENNIFER LYNN PIANELLO
Gregory Kevin Nappo
ANDREW DAVID BANKS
LYNNE ROSENFELD
DARA GIBBS
LEO MICHAEL CONNORS
JENNIFER ANNE HAWKINS
RICHARD SNOWDEN ANDREWS
GREGORY CHARLES NAPPO
Kirk Stephen Kolligian
LEO MICHAEL CONNORS
LOGAN J REED
Matthew Conroy Fleming
Daniel Kikosicki
DAVID SCOTT BROWN
DRESCOTT THOMPSON
DEAN ELLIOTT VOLAIN
PATRICK JOSEPH SHANNON
ALEXANDER DANAI BIJANADA
KIERAN JOHN DOHERTY
MATTHEW BENJAMIN HURWITZ
Maura Marie OBrien
Nicholas Stanley Pelaccia
ROBERT NEIL CECCARELLI
JOHN DEVERS HURSH
PETER GOLETZ
FREDERICK WAY BOOTH
LISA CAPOBIANCO
MATTHEW ANDREI LUBANKO
MATTHEW WADSWORTH COOPER
STACY LEE CAPOBIANCO
Mark Thomas Meotti
Nicholas J DeBrizzi
ADELIO GALLUCCI
KIRK KNUDSEN
CHARLES LOUIS KAYWOOD
ERNEST J ASPRELLI
CHARLES DONALD LOMBARDI
Paul T Keating
JONATHAN E SNYDER
Sean C Reilly
Megan C Kelly Luginsland
Joseph Michael Hudson
Cedric Michael Hankerson
Dara J Moon
Aidan N Medvecky
DAVID MICHAEL SNETRO
MARIA ROSE LAVIOLA
BRIAN J ELLIOTT
MICHAEL DAMON LINDER
ANTHONY CARL PASSARELLO
WENDY CARMICHAEL WHEELER
ROBERT VINCENT DONNELLY
ANDREW FREDERICK ALDEN
MARJORIE RICE COGGUILLO
DAVID E. NORRIS
EDWARD WINCHESTER LOVEJOY

Within 25 miles of E Haven, CT, Best Investors lists 188 registered investment advisory firms with 577 offices nearby, managing about $14.4T in combined regulatory AUM across 2,783,714 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 E 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 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