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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

PROCYON
AST INVESTMENT SERVICES, INC.
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
MYFINANCIALPRO, LLC
FORTRESS FINANCIAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
SUMUS FINANCIAL LLC
ROSALES WEALTH GROUP LLC
STONE WALL MONEY MANAGEMENT LLC
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
CENTAURUS FINANCIAL, INC.
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COOPER FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Investors

MICHAEL ELIGIO KELLY
JOEL PHILIP LAGORE
Hasan A Hoke
Jacob Rothenberg
TIMOTHY FISKE TENNERIELLO
THOMAS MICHAEL GAHAN
ANTONIO BENTU RODRIGUES
LOUIS GLORIA
JOHN MARCHISOTTA
BEVIN KIMBERLY NEALON
WILLIAM ROBERT JONES
SELENA KOLETTE KEMP
JEFFREY HOPKINS FARRAR
Maria Dianne Aprill Ergas
AMBER NOEL KENDRICK
TERRY LEE CRAWFORD
CAROLINE CURTIN WETZEL
MARK JAMES RICH
JAMES PATRICK DIVER
Jamie E Wilson
TODD JONES SMALLWOOD
MICHAEL JOHN DESMOND
CURTIS ONEAL IRBY
DANIEL GARY LIMMER
PHIL GIUSEPPE FIORE
CHRISTOPHER EDWIN FOSTER
RYAN Edward KRISTIE
JAMES PETER JEFFERY
THOMAS SOMERVILLE LEFFEL
CHARLES KEVIN CADDICK
JESSE MICHAEL VANVALIN
BRIAN CHRISTPOHER TURNER
FREDERICK J BARAN
Daniel Evan LaGore
JOHN A VISSICCHIO
ROGER T CIACCO
Kevin Andrew Leahy
SUSAN COLE PETERS
PETER ANSON SCHUTT
Bryan Patrick Duffy
Alec Frione
ADAM Nicholas USINGER
Mike Card
ANDREW WINFRID CHAMPAGNE
Matthew Joseph Silva
James F Bauer
Vincent Thomas Camera
LUKE MARCUS GOWARGY
WAYNE ANDREW BLANCHETTE
MARION ANN WATKINS
Mario Charles Sclafani
CASEY CHIYOSHI ODO
JEFFREY FREDERICK BAUER
Alfred Jason Zappulla
KYLE JOHN WOODWARD
IRA ALAN LEVINE
Zachary Ryan Bass
CATHERINE LEEMING ANDERSEN
Charles Alexander MacNamara
Ravi Lakshmana Sankar
ROBERT WILLIAM BRENNAN
Jeremy Taubman
TRACY KENT ROTMAN
NICHOLAS HALL
NICHOLAS KREUZER
MURALI CHEGU
STEVEN MATTHEW SILVERMAN
PHILIP MARK ALLOPENNA
GUSTABO SEMPERTEGUI
Jonathan T DiPietro
Zhihui Wang
JOSHUA DANIEL MCMAHON
JOHN LOUIS HUFNAGEL
TIMOTHY RYAN MACDONALD
RYAN BOISSELLE
Divya Rajan
Marco Antonio Rosales
Robert Anthony Bourque
Bhavin Patel
CRAIG STEVEN DELLAROCCO
JAMES PATRICK CRACO
CAREENA MELIA
Catherine Gulish
MICHAEL JOHN GULISH
JOHN JOSEPH ZAPRZALKA
Heather Jane Cramer
STEPHEN MICHAEL GULISH
MICHAEL E MESSINA
PETER GITHINJI KIHARA
STEVEN TODD JACQUES
Cesar A. Cortes
DONATO Antonio ROSALES
Benjamin Michael Berger
MICHAEL J LEHRHAUPT
ANTHONY PISANI
Robert Borea
Crystal Marie Collado
LAURA NANCY LEHRHAUPT
CHRISTOPHER LAWRENCE GANIM
LAWRENCE JOHN GANIM
ERNEST VINCENT MONTAVON
ALAN JAY BERNSTEIN
Matthew Robert Walsh
MICHAEL SIMON GUTTADARO
Andrew Acosta
Robert Francis Walsh
GREGORY JOHN BAVEDAS
ANTHONY JOHN BAVEDAS
SAM EARL KEYLOCK
Michael Laurence Becque
Colton Jack DeLeo
Caroline Delaurentis
Asiel L Cunill
Steven Gregory Butler
THOMAS DEKARI KERNEY
MICHAEL JAMES BUTLER
JOAO SILVA GOMES
JOHN ANTHONY ESPOSITO
JOHN VICTOR DIMATTEO
MATTHEW WILLIAM FORTNEY
WILLIAM M CALDERON
ROY E. JOHANSEN
LEONEL CALDERON
Roger Ciriello
STEVEN MICHAEL TUCHBAND
JOHN KINNEY MEAD

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