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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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
WEALTHSPIRE ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FIERSTON FINANCIAL GROUP INC
WEALTHSPIRE RETIREMENT ADVISORY
KESTRA ADVISORY SERVICES, LLC
FISCAL DYNAMICS INCORPORATED
HORIZON TECHNOLOGY FINANCE
SYMETRA INVESTMENT MANAGEMENT COMPANY
CONIFER INVESTMENTS LTD
HFM WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
SMITH BROTHERS FINANCIAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

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
Evan Richard Rodrigue
SETH B. FIERSTON
BRIAN FIERSTON
MARC ELLIOT AUSTIN
AMY B MILLER
BENJAMIN DAVID KILLE
Steven Joseph Whitman
ROLLIN GILBERT SCHUSTER
BRIAN PARKER SULLIVAN
RICHARD PARKER SULLIVAN
KEVIN CHARLES QUIROS
JAMES RYAN REYNOLDS
Jeremy Daniel Garskof
JEN E NOWITZKE
Christopher Shaw Pierce
DOUGLAS DANDREA
MICHELLE NANCY FOLEY
DOUGLAS MYLES GORDON
RAYMOND MICHAEL CONGELOSI
JAMES WARD MARLOR
GLENN CHESTER THOMPSON
GRETCHEN ELIZABETH CHAPDELAINE
JEFFREY MAX MINKOS
BRAD SIMONDS
BRIAN JOEL WADDELL
E. B LOOMIS
Clifford Andrew Paulson
Benjamin McKinnon Marlor
JOSHUA OPDENBROUW
Parker Thomas Stone
Matthew Conroy
DOMINIC B SCHIOPPO
Richard H Wells
MICHAEL PATRICK BEHRENS
WILLIAM MICHAEL DICRISTOFARO
ERICH GARY STRUNK
JOSEPH ROBERT MACDONALD
RAYMOND EDWARD BELOIN
DAVID CASARELLA
Brian John Cacace
Jerome Wiener
Corey Caron
Matthew Paul Thomas
DANIEL JOSEPH PLIS
BENJAMIN LEWIS SWAIN
Donald A Meckel
SCOTT ANTHONY JEAMEL
Robert E Thistlewaite
HANS PETER RAYMOND
CHRISTOPHER JAY DAVIS
ANDREA RACHEL HAMMERLING
David Scott Culver
JEFFREY A HOELDERLIN
Gregory McNeill Carnes
Antonio Rafael Alves
CHARLOTTE NASCIMENTO SOUZA
KEITH MICHAEL PELKEY
Rachel Hope Harrison
Nathan Stephens
Cole Butkovsky
Michelle D O'Brien
Timothy John Ressler
RODRIGO ESPERON
Elise Michelle Derusha
Kyle Andrew Asmann
Holden Jarod Whaley
ANDREA ELIZABETH CAMOIN
JONATHAN SCOTT GRUBER

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