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Best financial advisors in Shelton, CT

Registered advisers within 25 miles of Shelton, CT.

Offices
874
Firms
381
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,831,038 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
B. RILEY WEALTH ADVISORS, INC.
COMPASS
EDWARD JONES
TOURMALET ADVISORS, LP
ADVANCED CAPITAL ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
OSAIC INSTITUTIONS, INC.
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
MONECO ADVISORS

Investors

BENJAMIN AARON EDWARDS
COLIN MATTHEW BREWINGTON
Daniel L Bedard
GUY WILLIAM HOWARD
Harold W Smith
Theodore E De Giacomo
JORGE DIAS
JAMES HENRY ATKINSON
MICHAEL ALAN MARTIN
Steven D Sax
JOAN A BUONOCORE
Jennifer L Cremin
SUZANNE C MACERO
JOHN JOSEPH DELEO
NICHOLAS V MICELI
Matthew Shay Cole
MARY Christine GRAY
Christopher M Conto
RICHARD ARISMENDY FABIAN
CLARK E GILES
CHRISTOPHER JOHN SCUDDER
Nicholas J Drew
THOMAS A D'AVANZO
JANET E PARRY
Florence Jeovine Maguru
MICHAEL ANTHONY MORAN
RICHARD JOHN MORAN
ANTHONY GALLAGHER
RITA MARIE CROLL
DIANNE MARIE MILANO
JOHN PAUL LOMBARDI
CHRISTOPHER PODKOWIAK
JUAN CARLOS DE CHOUDENS
James M Zeumer
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
Jonathan Marc Baron
Jeremy K Stewart
THOMAS M OSHEA
PANFILO GUGLIELMI
Derek Guglielmi
JOSEPH MURRAY SULLIVAN
LOUIS ANTHONY FOLLO
BRITTANY NICOLE SQUIRES
SEAN MCGORDAN LALLJEE
JONATHAN DAVID JAROW
PETER JULIAN DEE
ALEJANDRO MICHAEL VITERI
Steven Mark Guillotel
PAUL JOHN DEARCE
MICHAEL BRADEN GOLEMBIESKY
David Kenneth Galuskin
REBECCA LOUISE BECKETT
ELIZABETH LORETTA TEIFER
Daniel Gerard De Almeida
STEVEN CHARLES SAPIRSTEIN
Dana Lynn Green
JASON HOWARD DIAMOND
EUGENE MICHAEL CHYZOWYCH
NICHOLAS SQUITIERI
Michael Reed Torre
GAYL ANN MILESZKO
STEVEN BAE CHO
PHILIP A PIKE
CLIFFORD DAVID EDELMANN
DANIEL JOSEPH MULLANE
GREGORY EDWARD BARR
CARLOS RUBEN ALVARADO
FRANK OSCAR CURCIO
JOSEPH MICHAEL CELLITTI
MARY ELLEN MCFLIKER
TIMOTHY ELLIOTT ILTZ
MEYER CHEIKIN
ERIC CARL JOHNSON
DANA SETH PREIS
Christopher W Levene
Kyle James Scafariello
William Michael Shafransky
Allie Koch
Lila Sullivan
Dylan R Raver
GREGORY SCOTT FLYNN
TIMOTHY G TYMNIAK
SALIM P BOUTAGY
CHARLES WILLIAM ROCCO
Paul Alexander Farella
David Plouffe
Stephanie Leigh Van Albert
Michelle Denise DeFilippo
Henry George Aery
COLLEEN KILLEEN GALUSHKO
PETER CHARLES OSBORNE
DAVID REED AMEDEN
JOANNA Ellen Kopsaftis
DAVID JULIAN KARACHUK
ERIC MICHAEL MINOWITZ
Matthew Keys
DAVID JAMES LINCOLN
RUDOLF JOHN WEISS
FREDERICK JOSEPH RUSSELL
CHRISTOPHER JON NEUBERT
SANDRA LEE NEUBERT
JOHN MAXWELL ROSENAU
CHARLES DOUGLAS MACLEAN
TODD ROBERT SCHROEDER
Timothy Joseph Hickey
KEITH J. KOLINSKY
Thomas Yao
JOSEPH ANTHONY TATUSKO

Within 25 miles of Shelton, CT, Best Investors lists 381 registered investment advisory firms with 874 offices nearby, managing about $16.5T in combined regulatory AUM across 2,831,038 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 Shelton

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