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Best financial advisors in Madison, CT

Registered advisers within 25 miles of Madison, CT.

Offices
461
Firms
156
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,836,333 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

FROSTGATE, LLC
EAGLE STRATEGIES LLC
MBM CAP LLC
LPL FINANCIAL LLC
WJ FINANCIAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
EAST GUILFORD FINANCIAL SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROFESSIONAL ALLIANCE ASSOCIATES, LLC
SAVANT WEALTH MANAGEMENT
COOPERATIVE FUNERAL FUND INC
GRANITE ISLANDS PRIVATE WEALTH, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROOKSTONE WEALTH ADVISORS, LLC
EDWARD JONES
NEWEDGE ADVISORS

Investors

LINDA JEAN REMINGTON
JOHN CHARLES BLOOMFIELD
Brandon J LaChance
WALLACE CLIFFORD JONES
Dante Bailey
JOSEPH DAVID GIACCONE
RANCE JOSEPH HILLIER
HAROLD H. HARTMANN
JEFFREY LOUIS WOLF
FRANK SANTI
Glen L Ketchian
Jack Ryan Walsh
Philip Owen Gottlick
CHARLES F TRAPANI
Joe Celotto
BRIAN J CLEMENTE
Nicholas Bradford Porter
RICHARD THEODORE GOODWIN
BRADFORD JUDSON PORTER
PATRICIA ANN ANDERSON
STARIN Y PINOVER
WILLIAM J PELLO
JOSHUA CARTER
KYLE Curtis NELSON
JAMES MATTHEWS TROY
Christopher D Carrano
JOHN DAVID SHAW
ROBERT LOUIS DIMARCO
KYLE ALBERT FOITO
Christine Elizabeth Blumenthal
PATRICK MCLEOD SMITH
GREGORY JOHN GUIDONE
MARK MANNIX
LORENZO PIETRO GAUDIOSO
MICHELE M ARSENAULT
ROBERT ANTHONY DELUCCA
CHARLES CORRIGAN ANDRIOLE
JOHN DUSZA
DAVID JOHN GAGNON
MEAGAN M. DEJESUS
MEGHAN TOWNSEND MILLS
Sydney Cameron Cunningham
Susanna Sohn Ganci
CRAIG ALAN BERNARD
KIMBERLY ZVONKOVIC CHORNEY
Robert ANDREW Van Ostenbridge

Within 25 miles of Madison, CT, Best Investors lists 156 registered investment advisory firms with 461 offices nearby, managing about $13.5T in combined regulatory AUM across 2,836,333 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 Madison

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