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Best financial advisors in New Britain, CT

Registered advisers within 25 miles of New Britain, CT.

Offices
743
Firms
240
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,157,476 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDELMAN FINANCIAL ENGINES
NEW ENGLAND ASSET MANAGEMENT, INC.
CREATIVE PLANNING
AMERIPRISE FINANCIAL SERVICES, LLC
REDHAWK WEALTH ADVISORS, INC.
INTEGRITY ALLIANCE, LLC.
HAVILAND & SAMS, LLC
EDWARD JONES
GATEWAY WEALTH PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
SOVEREIGN FINANCIAL SERVICES
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC

Investors

Brian Cohan
MARK EDWARD PELLETIER
MICHAEL GERARD LECOURS
Christopher Rizzio
KARI ANN MCLEOD
RICHARD OHANESIAN
KENNETH ANTHONY RIZZIO
CLIFFORD WILLIAM JARVIS
JUSTIN CHARLES LITTLEFIELD
CHRISTIAN EDWARD FORSYTH
BRENDAN JOHN KENNY
STEVEN THOMAS CARUSO
Jackson Harrigan
CHRISTIAN ADAM AUGER
SHAWN PATRICK MCGRANE
HUBERT PAUL KINGSLEY
Jennifer V Heims
ERIC JOSEPH MOREIRA
JASON HAND
DAVID ANTHONY SUTKAITIS
JAY GERSHMAN
Lyle Gal
Konner Claywell
Michael Robert Munson
ZACHARY DAVID MEYER
Nicholas James Pitruzzello
BENJAMIN BARRETT SAMS
CATHLEEN P. KEANE
DIVINA WIENEKE MARCKTELL
Ryan Edward Kubasek
LYLE HANS-CHRISTIAN PENNELL
KENNETH VALENTINE SMITH
JAMES FRANCIS ENGLISH
WAYNE ROBERT MILLER
JENNIFER A LEBLANC
KIOK KIM
GERALD STANLEY CREEM
BRIAN RICHARD BENDER
GENE WILLIAM CALLAHAN
NICOLE KATHLEEN BAILEY
MICHAEL LAWRENCE WALSH
BRENDAN JOSEPH DONAHUE
MARK J MAZZONE
Michael Richard Ciccarelli
Timothy John Germain
PAMELA ANNE GOLD
BARBARA TAYLOR-HATJE
STACY CORTEZ
GARY EDWIN GRAY
LELA BEGOVIC
Bryce A Metzger
Christian J Vargas
Seth Griffin Moran
SOPHIE SOBCZYNSKI STEVENS
JAMES ANTHONY ROONEY
CHRISTOPHER T PERRY
Brandon John Marinelli
KYLE W EGRESS
EMILY C PAGE
PHYLLIS FARLEY LONG
WILLIAM MICHAEL FORTE
GEOFFREY THOMAS SWANSON
JODIE KEVETOS MAMEDE
THOMAS JAMES ALDRICH
Albert Vincent Innarelli
Alana M Dubois
YAQARAH BATACH SAGE
Emily Christina Derikito
Devon E Kevetos
PATRICK WILLCUTTS
CAMMI OYABE HUCKMAN
GLENN THOMAS KARWIC
SHAWN MICHAEL MCCORMICK
MICHELLE MARIE LIEGL
RICHARD WILLIAM SINORADZKI
THOMAS WILLIAM FRUIN
THOMAS DONALD SULLIVAN
PATRICIA ANN ZAK
Marissa N Rivera
AMANDA J DIBBLE
ROBERT ANTHONY LARAIA
THOMAS XAVIER WALTON
MARC ADAM SACK
JAMES VINCENT BURNS
Christopher Jacob Dibble
MORRIS ANTHONY HILTON
Hunter James Pasqualini
RICHARD MATTHIEU MARCIANO

Within 25 miles of New Britain, CT, Best Investors lists 240 registered investment advisory firms with 743 offices nearby, managing about $16.7T in combined regulatory AUM across 3,157,476 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 New Britain

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