Best Investors Account Sign in

Best financial advisors in Milldale, CT

Registered advisers within 25 miles of Milldale, CT.

Offices
858
Firms
281
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,159,434 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
SPRINGBOARD ASSET MANAGEMENT LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
SOUNDVIEW PRIVATE WEALTH ADVISORS
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
FARMINGBURY FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

PAUL BRISTOL SHAY
REBECCA DEWEY GREEN
CHARLES MORTON GREEN
JEREMY BENNETT BEITEL
Bosmat Cohen
DAVID ARMAND VENTURA
SAMUEL ELIAS KAPLOWITZ
TRICIA L GORDON
Sebastiano La Rosa
Maria Fredelinda Garcia Nuesi
DAVID JON NASTRI
LEONARD JOHN WHITLOCK
CHRISTOPHER SNOW BENJAMIN
MICHELLE ANN CUTRALI
JULIE BEAUCHAMP
GIUSEPPE MANCINI
MARC ALAN DYNDER
MICHAEL PRZYGOCKI
ANN MARIE OCONE
Liam Joseph Wallace
Matthew Carreras
CHRISTOPHER MICHAEL LEE
CHRISTOPHER WILLIAM BEALE
DARREN M TAPLEY
Patricia Gugliotti
AARON SCHROEDER
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
DANIEL JOSEPH CAIN
MARK EDWARD SHUMILLA
Nicholas Provera
Edward Lawrence Graham-Handley

Within 25 miles of Milldale, CT, Best Investors lists 281 registered investment advisory firms with 858 offices nearby, managing about $17.1T in combined regulatory AUM across 3,159,434 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 Milldale

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