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Best financial advisors in Harwinton, CT

Registered advisers within 25 miles of Harwinton, CT.

Offices
582
Firms
205
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,906 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

BARRON FINANCIAL GROUP, LLP
LPL FINANCIAL LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
FISCAL WISDOM WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OPPENHEIMER & CO. INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
CHADWICK FINANCIAL ADVISORS, LLC

Investors

JOHN EDWARD SEAGRAVE
JAMES ALFRED THIBAULT
SANDRA LYNN THIBAULT
MATTHEW BRADY PEAK
JANET ELLEN DEMBER
Gary Nicholson Nicksa
CHRISTOPHER D. WOODHOUSE
MATTHEW ROWE SWEET
ALYSON REBECCA ZIBELL
ANNETTE HASSAN
Allen Edward Dunahoo
ALEXANDER BERND OVERKAMP
Kimberly Lynn Saja
Mehdi Azizi
MARK RICHARD JONES
CANDICE CANDIKA POPE
Brianna Elizabeth Gambacini
EMILY JEAN SAVAGE
PAUL THEODORE CASALI
MARK ERIC TERNA
JAMES FRANCIS COMERFORD
MATTHEW PAUL KARPAS
ZACHARY ADAM CHERNUS
WILLIAM STEELE COE
James Alexander Zeller
SARAH K WELCH
AMBER DAWN PINETTE
JOANNE DE PALMA
KRISTINA WADMAN OSWALD
TAMMY KELLY DeFelice
ANDREW DONALD MCALLISTER
RICHARD JAY RUSTIC
KAROL KAY MCALLISTER
Joseph Christian Marich
MARIO ANTHONY GIOVANNUCCI
RENEE EVA AMOCHAEV
Coty Shean
RICHARD ALLEN BEAN
DANIEL A. ROBERTS
MICHAEL EDWARD CHADWICK
TRAVIS MASAICHI TAZAWA
Jessica Martin
MAX D ISAACMAN
MICHAEL ALFONSE BARATTA
BENJAMIN GRAHAM STILLE

Within 25 miles of Harwinton, CT, Best Investors lists 205 registered investment advisory firms with 582 offices nearby, managing about $16.2T in combined regulatory AUM across 3,150,906 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 Harwinton

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