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Best financial advisors in East Haddam, CT

Registered advisers within 25 miles of East Haddam, CT.

Offices
453
Firms
155
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,537,756 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE ADVISOR GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
ON INVESTMENT MANAGEMENT CO
ALCHEMI WEALTH, LLC
SULLIVAN FINANCIAL, LLC
HT PARTNERS LLC
BRAE HEAD, INC.
JEFFREY N. MEHLER, CFP LLC
PHRACTION MANAGEMENT LLC
MONEY CONCEPTS CAPITAL CORP
ESSEX FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JGS WEALTH MANAGEMENT, LLC

Investors

JOHN ARTHUR RAUDAT
PAUL MICHAEL VARDOULAKIS
Michael James Kelly
BRIA MAY GILBERT
KEVIN JOHN WHEELER
Kevin Harris
Kenneth Chmielewski
RICHARD PAUL BOCCACCIO
Maria L Coffey
Linda Florence Brophy
STEVEN JOHN JOHNSON
PHILIP BARTOW REYNOLDS
MICHAEL STEVEN JOHNSON
BRYAN DEAN MURPHY
STEPHEN GREGORY JORDAN
LAURIE ANN TOMLINSON
MARY JANE NMN SULLIVAN
Catherine Cusson
FRANK BELCHER ABEL
PAUL VINCENT FERRUCCI
DAVID LANE FERRUCCI
CHRISTOPHER J. KOEHM
DEVIN CONRAD BOURQUE
JACK W. WHEELER
Austin Michael Van Winkle
PETER JOSEPH DECKER
DENNIS MARTIN O'CONNOR
Mark Harold Rogozinski
DAVID MICHAEL STEWART
JEFFREY NAT MEHLER
EMILY REBEKAH WOOD
PAUL CHERANSKY
Nathaniel Richard Baldi
Heather Dean Blanchard
Anthony Joseph Fortuna
James Michael Sullivan
Elizabeth Antoinette Haas
ROBERT M GIRVIN
ANTHONY JOSEPH VOCALINA
Michael R LaRiviere
Lisa B McMinn
Cherish Lyn Genova
KEVIN JOSEPH LOOBY
Julie Belknap Bauman
Robert J. Marcinek
JEFFREY WENDELL JONES
NICHOLAS LUKE NAUMANN
Kristin Elizabeth Green
William Michael Tait
Charles Robert Cumello
David Francis LaMay
Nancy Stillman
STEPHEN WORTH BATES
Courtney Hughes Walsh
William Timothy Furgueson
SUSAN K ROTH
KEVIN JOSEPH NOLAN
DAVE RICHARD DELFINO
Gabriel M Flugrad
Jeffrey Kohl Ludka
DAVID CUMMINGS DONALDSON
MARK STEPHEN COLETTA

Within 25 miles of East Haddam, CT, Best Investors lists 155 registered investment advisory firms with 453 offices nearby, managing about $11.7T in combined regulatory AUM across 2,537,756 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 East Haddam

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM