Best Investors Account Sign in

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

CHARLES SCHWAB & CO., INC.
CITIZENS SECURITIES, INC.
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
KESTRA ADVISORY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC

Investors

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
Jerome Wiener
Corey Caron
Matthew Paul Thomas
DANIEL JOSEPH PLIS
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
MAGDALENA JOHNDROW
Colette Michelle Ward
Casey Boyle Morey
LORI LANTIERE JOHNDROW
Pranish Kantesaria
ERIC JAMES BERGENN
David Walter McCary

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