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Best financial advisors in No Haven, CT

Registered advisers within 25 miles of No Haven, CT.

Offices
636
Firms
204
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,191,289 clients when Item 5C has a number
Avg / client
$6.87M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
FARMINGBURY FINANCIAL SERVICES, LLC
SPURSTONE
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
SUMMIT FINANCIAL, LLC
EDWARD JONES
J. W. COLE ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HIGHTOWER ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

JOHN VICTOR DIMATTEO
AARON SCHROEDER
THEODORE MARTIN DEGROOT
TIMOTHY R GOLAS
JAMES Frank LAGACE
DAVID CHRISTOPHER MULHALL
WILLIAM HARVEY CONNER
FRANCESCA ANNETTA DEBONIS
MARTA NERIN
Hannah Jane Verdi
JAMES WILLIAM COLEMAN
Thomas Robert LaPointe
Zachary Verdi
SANJAYRAJ G KHANNA
KAYLA MARIE WEAVER
John Michael D'Agostino
JAN WISE
Taylor C Forsberg
MICHAEL ALOI
Stephen Harrington
David Martins
John Matthew Eimer
Klaus Martin Engstler
MATTHEW WILLIAM FORTNEY
WILLIAM M CALDERON
ROY E. JOHANSEN
LEONEL CALDERON
Roger Ciriello
STEVEN MICHAEL TUCHBAND
JOHN KINNEY MEAD
David Alfred Lamore
KEVIN CLEMENT PISCITELLI
BRADFORD JOHN PARSONS
RICHARD ALFRED LAMORE
Peter Sheen
CHRISTOPHER PETER MCFADDEN
ERIC C HANSON
Erika Shawn Pape
BARRY MICHITSCH

Within 25 miles of No Haven, CT, Best Investors lists 204 registered investment advisory firms with 636 offices nearby, managing about $15.1T in combined regulatory AUM across 2,191,289 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 No 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