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Best financial advisors in E Htfd, CT

Registered advisers within 25 miles of E Htfd, CT.

Offices
685
Firms
226
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,464 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
MARINER
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
FIERSTON FINANCIAL GROUP INC
YHB INVESTMENT ADVISORS INC
RAYMOND JAMES & ASSOCIATES, INC.
STRATEGIC ADVISERS LLC
LRI INVESTMENTS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
WEALTHSPIRE ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Investors

PATRICK JAMES CLARK
Anthony P Migliozzi
WALTER ANDREW VARIAN
Christopher Paul Tumio
ALEXANDER N BLANCO
WHITNEY FAIRCHILD BURR
KARYN ANNE LANCASTER
MAGDALENA JOHNDROW
Colette Michelle Ward
Casey Boyle Morey
LORI LANTIERE JOHNDROW
Pranish Kantesaria
ERIC JAMES BERGENN
WILLIAM NATHAN FIERSTON
Marissa Nicole Fierston
Max Harrison Asnes
Massimo Alessandro Eichner
Nathanial James Chandler
Ryan Coursey
Jared Madden
BYRON K NILSSON
DIANE MARIE DALEY
Timothy Daniel Rich
lori irene coleman
Anne Agonis Space
Joseph Mitchell
THOMAS MATTHEW MANNING
Hillary Rabchenia Landen
LINDA LEE MOREL
KAREN ANN DOOTSON
Hilary Ann Pohley
MATTHEW ROBERT PETRICONE
Charity C Uldrikis
John A Cleary
WALTER F WYDO
Benjamin R Conroy
BRUCE HENRY DAIGLE
JOHN JOSEPH MCDERMOTT
TIMOTHY WILLIAM GIBSON
SHEPARD TUTTLE STEVENS
LINDSAY FITZGERALD MCLEOD
DIANE KIMBERLEY FISHER
Tina M Gunderson
NICOLE HIGGINS
ADAM R. JENSEN
DIONE WALDEN
MICHAEL WOZNIAK
JULIA NICOLE CAVALLO
ANDREW BARRESI
MICHAEL WIGGINS
ERIC GIBBS
CHARLOTTE BERGMANS
KYLE K. WARNER
MICHAEL CALECA
ALSTON ELDRIDGE
MATTHEW DUPONT
WAYNE ROBBINS
VASKEN ARAM FERESHETIAN
DANIIL MAYOROV
MATTHEW C. CASSONE
CHRISTOPHER MISHLER
REID MORIN
EIRINI EMMANOUILIDOU
SHANNON CLAIRE SMITH
TAYLOR SHAE WEBBER
BRANNON CHARLES OZARK
PATRICK GORITY
LINDSAY ANN ANTONOWICZ
JAIME LYNN PETRICCA
JACK RYAN
JARED KAHN
ELI GARE CAVENESS
MARY ELLEN CASTINEIRAS
KRISTA LEE CZARNEC
NATHAN POTTER
SHIVAM SHAH
ADAM TUCKER
ADAM SOKLOW
SARAH O'NEILL WHITE
THOMAS M. SALVO
DANIEL CHAPIN
Evan Richard Rodrigue
WILLIAM MCCARTHY
JEFFREY CANDELORA
ERIC MATHEW KALETA
Dawn Ann Lazarus
CARL JAMES PETERSON
ALEXANDER STEVENS HEYNIGER
Cynthia ANNE Guertin-Gileau
ZACHARY ANDREW LYONS
Michelle Alexandra Shockley
Bryant Gregory Shirreffs
Mitchell Thomas Guarnieri
Steven Joseph Solecki
VINCENT PIERRE THOMPSON
Alma M Kruh
David FROST Farnham
Amy T DePaolo
John M Jezowski
JENNIFER H SHERIDAN
KARILYNN DOMURAT
NEILL Kishore SACHDEV
Drew William Duarte
Nicholas A Stager
Kevin Michael Crosby
Anne Stewart Hildreth
Catherine L Crosby
Michael Francis Shoaf
Eugene JEFFREY Duarte
Drew Michael Thomas Iacovazzi
QASIM KHAN
Taylor Esposito
Eric S Palmer
CYNTHIA ANN MORSE
Tiffany A Mazur
Megha Mariam Thomas
MARLENE KHOURY HADDAD
CHRISTOPHER T BOROWIEC
Ryan Buser
ANN M MCGOWAN
Sandra Jeanne Menard
Nicholas M Sheridan
ELISHEVA SHARON DEFEO
PAUL ROGER MARTEL
DENNIS PATRICK HANNIGAN
Matthew Bushnell
Benjamin James Snediker
Nicholas J Kapelewski
Greta Panke
ROBERT DENNIS DAVEY
JOHN FRANCIS BAKER
ERIC DANIEL FINUCANE
MARLENE ESPINOZA
Joseph Ward
IVY REGINA MARSH
DANTE PETER PIZZUTI
Brenda A Kelly
ALEXANDER Charles ROTH
SETH B. FIERSTON
BRIAN FIERSTON
MARC ELLIOT AUSTIN
AMY B MILLER
BENJAMIN DAVID KILLE
Steven Joseph Whitman
ROLLIN GILBERT SCHUSTER

Within 25 miles of E Htfd, CT, Best Investors lists 226 registered investment advisory firms with 685 offices nearby, managing about $16.1T in combined regulatory AUM across 3,148,464 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 Htfd

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