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Best financial advisors in New Haven, CT

Registered advisers within 25 miles of New Haven, CT.

Offices
603
Firms
209
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,830,093 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

GREAT MOUNTAIN PARTNERS
BLAKELY HARBOR ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ELK CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
KREITLER FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
STRATEGIC ADVISERS LLC
WASHINGTON TRUST ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
ELM STREET ADVISORS, LLC
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC.
LADD CAPITAL MANAGEMENT LLC
BULLDOG INNOVATION GROUP LLC

Investors

ELIZABETH MACELWEE JONES
SHUBINA MATHUR
CHRISTOPHER MICHAEL RATINERI
George N Simmons
Erik C Scaranuzzo
REBECCA A DALRYMPLE
Joshua S Kampf
DANNY VILAVERDE FERREIRA
Steven Baklas
Frederick Condit
Jack Murray
Stephen M Alfaro
DEBORAH ANN MOORE
Yogesh P Kamdar
SANDRA V SENICH
THOMAS L HUTCHISON
CASEY SERENA OLSEN
Wu Yan
KEARA Stevenson WILLIAMS
MATTHEW J INCITTI
Miranda A Mauriello
ALEXANDER Z SANTACROCE
NEEL YOGESH KAMDAR
TODD MARTIN CODY
Danielle Christine LaRiviere
Michael J Cataldo
Neha Mehta
Luke Edward Rassow-Kantor
Edward Lamanna
Hannah L Hutchison
Tessa Avlin Bridges
Jordan Iannone
NORMAN NOEL FORRESTER
Wayne Melvin Tolson
Michael THOMAS Prior
ROBERT OUTTRIM
ALEXANDRA BRINKERHOFF
JUAN CARLOS RIERA
Matthew D Hadad
Brett T Hutchison
Stacy Skeete
ROBERT WINTHROP OUTTRIM
CAMIEL SABNA FRANKLYN-LEVY
AMISH S JHAVERI
DIANE HELENA TIMPANY
PAUL A VEIGA
Jessica Marie Fanelli
SUSANANNE M BAILEY
Fernando A Rosa
ROBERT WALKER HEAGNEY
PAUL B SAVONA
CHARLES LANIER JOHNSON
Christopher James Raymond
MICHAEL DAVID RAYMOND
ROBERT EDWARD O'DEA
BRENDAN MICHAEL BIRDSEY
THANH TRAN
CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak
EGZON DAUTI
RICHARD JOHN ZORENA
DAVID L. IVANOVICH JR.
RICHARD CURTIS JR.
JAMES B DORNEY
MICHAEL HENRY HAGGERTY
JOAN ZORENA
WAYNE EDWARD CARD
ERIK JASON HOLTON
Christian Alexander Foxen
Karis Curtis
RICHARD DICK CHEOW ENG
CARL ALFRED DONATELLO
PATRICK FRANCIS DUFF
GABRIEL D'AMICA
KIRK KNUDSEN
TANYA PARKER
SLADE YANCY
MAXWELL VREELAND
NICHOLAS JOSEPH CYR
ALEX GONZALEZ
AGATA PAJARES
LUKE J. PERGOLA
JULIA STRICKLAND
YUNA FRANCES LARUE
ROBERT GUIRY
CRISSEL LOPEZ
LINDSEY SHAFFNER
HEIDI WHELAHAN
DANIEL COMASTRA
JARED SUMNER
TAYLOR MARNETT
SARAH O'NEILL WHITE
THOMAS NELSON ELLIS
KATHLEEN ANN SMITH
CONSTANCE A VELANDER
PETER JONATHAN SECRIST
ISAIAH MARCEL HERNANDEZ
William Chambers Miller
WENDY GAIL COPPOLA
WILLIAM DAVID NEWMAN
ANDREW PATRICK BOONE
DAVID MARTIN MORAN
JASON ANTHONY MACALUSO
Mina Sedrak
Ronald C Vaill
DEREK FRANK CIAMPINI
ANDREW FREDERICK ALDEN
MARJORIE RICE COGGUILLO
DAVID E. NORRIS
EDWARD WINCHESTER LOVEJOY

Within 25 miles of New Haven, CT, Best Investors lists 209 registered investment advisory firms with 603 offices nearby, managing about $14.5T in combined regulatory AUM across 2,830,093 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 Haven

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM