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Best financial advisors in New Hartford, CT

Registered advisers within 25 miles of New Hartford, CT.

Offices
586
Firms
206
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,151,374 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC
CHADWICK FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
ONEAMERICA SECURITIES, INC.
BARRON FINANCIAL GROUP, LLP
MILESTONE ASSET MANAGEMENT GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Karen Teresa Leonard
Edward Benecchi
JOANNE DE PALMA
KRISTINA WADMAN OSWALD
TAMMY KELLY DeFelice
JOHN MICHAEL MORRIS
RENEE EVA AMOCHAEV
ALEXANDER BERND OVERKAMP
Coty Shean
RICHARD ALLEN BEAN
DANIEL A. ROBERTS
MICHAEL EDWARD CHADWICK
TRAVIS MASAICHI TAZAWA
Jessica Martin
MAX D ISAACMAN
MICHAEL ALFONSE BARATTA
BENJAMIN GRAHAM STILLE
Changyong Shi
Beth Lynn Duffy
PHYLLIS BIANCA PUCKETTE
Gary Nicholson Nicksa
MATTHEW BRADY PEAK
JANET ELLEN DEMBER
DJEMAL EYUP ARANITI
JOSHUA JOHN FERREIRA
PETER BENARD COHEN
CHRISTOPHER D. WOODHOUSE
MATTHEW ROWE SWEET
John E Schwaikert
BRENTON ALAN SILANO
JOHN EDWARD SEAGRAVE
JAMES ALFRED THIBAULT
SANDRA LYNN THIBAULT
DANIELLE ELANDRA BARBATO
MICHAEL V MEZHERITSKIY
Richard C LoPresti
ADAM BENJAMIN KALENDER
COLE WOLKNER
Latifa Kolarevic
Joseph Christian Marich
Phillip Rodowicz
Heitor Caballero
Halima Sadiya Adam dabre
ERIC CLARK HUTCHINSON
WILLIAM JOSEPH RICHARDSON

Within 25 miles of New Hartford, CT, Best Investors lists 206 registered investment advisory firms with 586 offices nearby, managing about $16.1T in combined regulatory AUM across 3,151,374 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 Hartford

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