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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

CITIGROUP GLOBAL MARKETS INC.
MONECO ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FARMINGBURY FINANCIAL SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
TOURMALET ADVISORS, LP
COMPASS
WELLS FARGO CLEARING SERVICES, LLC
UBS ASSET MANAGEMENT (AMERICAS) LLC
ADVANCED CAPITAL ADVISORS, LLC

Investors

BRAEDEN KEITH ZIEGLER
JOSEPH ANTHONY TATUSKO
TIMOTHY G TYMNIAK
MARY ALICE RICHARD
CHARLES B MCMANUS
OLIVER SAVAGE CHRISTIE
GREGORY DANIEL COGHLAN
DONALD RICH
JOSEPH GOETT
VINCENT CARL FEIJOO
AARON HENRY SEHL
MICHELE LEE MOLITOR
THOMAS JAMES DILLON
Alexander Theodore Parkos
ELIZABETH BROOKS Ingriselli
ADRIAN ANTHONY ANDREOTTA
MICHAEL CHRISTOPHER LUDWIN
Florence Jeovine Maguru
DAVID JOHN ROSS
JUAN CARLOS DE CHOUDENS
James M Zeumer
AARON SCHROEDER
WALTER THOMAS RICH
DANIEL MICHAEL BESSE
GRETCHEN M BRUNNER
MATTHEW GERARD BRUNNER
Michael Alexander Baran
Gregory LOEPER Fischer
Robert A Disabato
LUIGI FRANK VELTRI
GREGORY ROMATZICK
LINDSEY A CHIARELLI
Ari Luce Linder
Gillian P Hannon
Ben A Zeisler
Patrick FRANCIS Donovan
STEVEN MICHAEL NUSSBAUM
Brian R O'Connor
MARIBETH THERESA PATTERSON
Victor E Chiarelli
Stephen M Raccuia
Bruce S Manasevit
MARIO A ZAPATA
KAREN B SULLIVAN
KELLEY KRANT MCWILLIAMS
CRISTINA CONDULESCU
MELODY D VOYAK
ADAM C. STEVKO
JAY ROBERT HYMAN
Ashley A Noonan
MARK ANDREW NASTRI
JOSEPH M JULIANO
Robert S Tuzza
John Vacheron
Nicholas Woodbury Young
ALEXANDER L BAUER
MICHAIL BORISOV
PETER R SMITH
BENJAMIN SELESKI
Jacqueline Marie Steed
PAULA Alejandra BANNON
Connor Patrick Breit
Meghan Curran Annunziato
Elizabeth Crume
Jacob Zaranek
Matthew M. Garcia
Jake Thomas Finnucan
JON DAMIAN VACCARELLA
CHRISTOPHER JON KRAL
Craig STEVEN Rosenberg
Thomas R Gilhuly
Javier F Dedios
GINA DOUVAS
CHARLES GAY
Roland A Wauthier
DIANE HELENA TIMPANY
Dennis M Brown
Joseph R Kemka
William Benjamin James
Allison Lindsay Mahar
NANCY T KIELY
Lindsay M Hillas
JENNIFER SMITH TUNNELL
Denise Duhl Hotch
John R McElroy
Erin Rose Malangone
Michael Don Bucci
James Bernard Brown
Thomas E Vacheron
Declan J Mahar
DEBORAH WILSKER BRISKIN
PATRICE P FORTE
KENNETH SCOTT BERNHEIM
JOSHUA CARTER
Thomas Patrick OConnor
RYAN CASEY
BRENDAN FRANCIS DUFFY
ROBERT E JARVIS
Oksana Glasser
Jessica M Heckel
Kyle Forbes Christiansen
DAVID THOMAS SALUSTRO
Stephen Edward Canter
PANFILO GUGLIELMI
Derek Guglielmi
Luke Robichaud

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