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Best financial advisors in Middle Haddam, CT

Registered advisers within 25 miles of Middle Haddam, CT.

Offices
796
Firms
266
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,717 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SPURSTONE
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
NARROW PATH GUIDANCE, LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
1.21 GIGAWATTS MANAGEMENT COMPANY LLC

Investors

Erika Shawn Pape
THEODORE MARTIN DEGROOT
TIMOTHY R GOLAS
JAMES Frank LAGACE
DANIEL TUCKER FINN
MARK EDWARDS
ERIC VINCENT EDWARDS
RAYMOND JOHN SERRA
YALDEZ ABDEL SAMED
Erika Beth Osbeck
Brian Mark McLaughlin
Jill Spencer Honeycomb
Rosario Roberto Pulino
DYLAN VAUGHAN SLADE
David O'Connell
Craig W Dennis
STEVEN DEE CRABTREE
WILLIAM W PERHAM
GINA MAZZADRA
TIMOTHY DOUGLAS STOWELL
ANTHONY FRANCIS ASSANTE
ALEXANDER FLOYD OCHSE
Thomas Anthony Ranalli
JOSEPH BRUCE KINTSCHI
WANDA LEE SHORT
JOSEPH ANTHONY THORNTON
JAMES JOSEPH MC CABE
PAULA E COHEN
Dashaun Maliek James
Jeanne Marie Nuhfer
THEODORE WILLIAM HINTZ
David Lawrence MURPHY
RONALD PHILLIP GALLANT
Bradley Kirk Nelsen
Jacqueline A Ferguson
BRYAN JEROME KOTLARZ
CHRISTOPHER THOMPSON
ANDREW JACOB GARDNER

Within 25 miles of Middle Haddam, CT, Best Investors lists 266 registered investment advisory firms with 796 offices nearby, managing about $16.8T in combined regulatory AUM across 3,148,717 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 Middle 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 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM