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Best financial advisors in Haddam, CT

Registered advisers within 25 miles of Haddam, CT.

Offices
694
Firms
238
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,109,083 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SPURSTONE
PRIVATE ADVISOR GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EDWARD JONES
WJ FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
HT PARTNERS LLC
NARROW PATH GUIDANCE, LLC
CITIZENS SECURITIES, INC.
BRAE HEAD, INC.
SULLIVAN FINANCIAL, LLC
ALCHEMI WEALTH, LLC
JEFFREY N. MEHLER, CFP LLC
ESSEX FINANCIAL SERVICES, INC.

Investors

Erika Shawn Pape
THEODORE MARTIN DEGROOT
TIMOTHY R GOLAS
JAMES Frank LAGACE
JOHN ARTHUR RAUDAT
PAUL MICHAEL VARDOULAKIS
Michael James Kelly
BRIA MAY GILBERT
KEVIN JOHN WHEELER
Kevin Harris
Kenneth Chmielewski
Brandon J LaChance
WALLACE CLIFFORD JONES
Dante Bailey
JOSEPH DAVID GIACCONE
DANIEL TUCKER FINN
MARK EDWARDS
ERIC VINCENT EDWARDS
CHRISTOPHER J. KOEHM
DEVIN CONRAD BOURQUE
JACK W. WHEELER
Austin Michael Van Winkle
PETER JOSEPH DECKER
RAYMOND JOHN SERRA
YALDEZ ABDEL SAMED
DENNIS MARTIN O'CONNOR
FRANK BELCHER ABEL
PAUL VINCENT FERRUCCI
DAVID LANE FERRUCCI
Maria L Coffey
Linda Florence Brophy
MARY JANE NMN SULLIVAN
Catherine Cusson
STEVEN JOHN JOHNSON
PHILIP BARTOW REYNOLDS
MICHAEL STEVEN JOHNSON
BRYAN DEAN MURPHY
STEPHEN GREGORY JORDAN
LAURIE ANN TOMLINSON
JEFFREY NAT MEHLER
EMILY REBEKAH WOOD
PAUL CHERANSKY
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

Within 25 miles of Haddam, CT, Best Investors lists 238 registered investment advisory firms with 694 offices nearby, managing about $15.8T in combined regulatory AUM across 3,109,083 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 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 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