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Best financial advisors in Middletown, CT

Registered advisers within 25 miles of Middletown, CT.

Offices
854
Firms
282
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,149,804 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1.21 GIGAWATTS MANAGEMENT COMPANY LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

David O'Connell
Craig W Dennis
WILLIAM W PERHAM
GINA MAZZADRA
Erika Beth Osbeck
Brian Mark McLaughlin
Jill Spencer Honeycomb
Rosario Roberto Pulino
DYLAN VAUGHAN SLADE
TIMOTHY DOUGLAS STOWELL
ANTHONY FRANCIS ASSANTE
STEVEN DEE CRABTREE
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
Christopher Croy Sprague
DAVID RALPH MEADE
CHRISTOPHER THOMPSON
ANDREW JACOB GARDNER
WILLIAM JOSEPH CAHILL
CARL JOSEPH CIEPLINSKI
MELISSA ELIZABETH HICKS
THERESA L CAHILL
PATRICK E O'CONNOR
David Lawrence MURPHY
RONALD PHILLIP GALLANT
Bradley Kirk Nelsen
Jacqueline A Ferguson
BRYAN JEROME KOTLARZ
JEANETTE FUNG CHUNG
DENISE ELIZABETH MATHEWS
RAJU T PUNNOOSE
FREDERICK C. BROSE
MICHAEL BRENDON COOK
GARY LEE JAMESON
JENNIFER MARIE Campbell
JOHN M CHIPELO
SABINA ANNA VEGIARD
MATTHEW RUSSELL REEVES
William Chambliss Woods
RALPH ALFONSO GIANSANTI
MARTIN JAMES MANGIALARDI
KEVIN PAUL MANCINI
JOSEPH SIPALA
LEO JOSEPH BEAUREGARD
GARY A GARDNER
ROBERT DAVID KUSIAK
TROY PHILIP TANNENHOLZ
NATHAN JOSEPH REGO
ANGELO VINCENT PIETRI
ISAAC CHO
BURY BARBIER
JAMES HAROLD YOCOM
LEE HARRISON NORMAN
AARON ROMAN
MATTHEW REID RICH
BRIAN SULLIVAN
JOHN MICHAEL KULIK
JOSEPH LORENZO
GARRY CLEMONS HELYER
JAMES JERRY NOCERINO
LUKE GREEN VOIGT
JAMES CLARENCE GANGER
CLAY EVERETT BELL
CHAD ALLEN BELL
BRENT ANDREW HANN
CORY M SHAPIRA
MICHAEL CHRISTOPHER LUDWIN
JOSHUA RICHARD COE
Matthew Taylor
David Alfred Lamore
KEVIN CLEMENT PISCITELLI
BRADFORD JOHN PARSONS

Within 25 miles of Middletown, CT, Best Investors lists 282 registered investment advisory firms with 854 offices nearby, managing about $17.0T in combined regulatory AUM across 3,149,804 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 Middletown

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