Best financial advisors in Stratford, CT

Registered advisers within 25 miles of Stratford, CT.

Offices

1,037

Firms

489

Combined AUM

$16.9T

Firm-wide filings, not assets booked only here

Clients

2.83M

2,832,607 clients when Item 5C has a number

Avg / client

$5.98M

Combined AUM ÷ clients

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1 TRAP FALLS RD
SHELTON, CT 06484

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

2 TRAP FALLS ROAD SUITE 504
SHELTON, CT 06484

STATE FARM INVESTMENT MANAGEMENT CORP.

1516 Barnum Ave
Stratford, CT 06614-5406

COMMONWEALTH FINANCIAL NETWORK

2505 Main Street Suite 206
Stratford, CT 06615

OSAIC WEALTH, INC.

2505 MAIN ST. Bld 1 Suite 221A
Stratford, CT 06615

PFS INVESTMENTS INC.

185 PLAINS RD 2ND FLR STE 201-W-1
MILFORD, CT 06461

LPL FINANCIAL LLC

2336 MAIN ST
STRATFORD, CT 06615

MYFINANCIALPRO, LLC

4 RESEARCH DRIVE SUITE 402
SHELTON, CT 06484-4312

FORTRESS FINANCIAL MANAGEMENT

4 RESEARCH DRIVE SUITE 402
SHELTON, CT 06484

CETERA INVESTMENT ADVISERS LLC

4 RESEARCH DR STE 402 REGUS BUSINESS CENTER
SHELTON, CT 06484

OSAIC WEALTH, INC.

57 PLAINS ROAD UNIT 32
MILFORD, CT 06461

WRIGHT INVESTORS SERVICE INC

440 WHEELERS FARMS ROAD
MILFORD, CT 06460

WRIGHT INVESTORS SERVICE INC

2 CORPORATE DRIVE SUITE 770
SHELTON, CT 06484

THE WINTHROP CORPORATION

2 CORPORATE DRIVE SUITE 770
SHELTON, CT 06484

WRIGHT PRIVATE ASSET MANAGEMENT LLC

2 CORPORATE DRIVE SUITE 770
SHELTON, CT 06484

AMERIPRISE FINANCIAL SERVICES, LLC

2 CORPORATE DR STE 743
SHELTON, CT 06484

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2 Corporate Dr. Ste 935
SHELTON, CT 06484

AMERIPRISE FINANCIAL SERVICES, LLC

2 Corporate Dr Ste 644
Shelton, CT 06484

RB CAPITAL MANAGEMENT, LLC

4 Corporate Drive Suite 482
Shelton, CT 06484

MML INVESTORS SERVICES, LLC

6 CORPORATE DRIVE
SHELTON, CT 06484

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

OSAIC WEALTH, INC.

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

MYFINANCIALPRO, LLC

FORTRESS FINANCIAL MANAGEMENT

CETERA INVESTMENT ADVISERS LLC

WRIGHT INVESTORS SERVICE INC

THE WINTHROP CORPORATION

WRIGHT PRIVATE ASSET MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RB CAPITAL MANAGEMENT, LLC

MML INVESTORS SERVICES, LLC

Investors

Michael Laurence Becque

Colton Jack DeLeo

Caroline Delaurentis

GREGORY JOHN BAVEDAS

ANTHONY JOHN BAVEDAS

SAM EARL KEYLOCK

RICHARD JOSEPH LOCICERO

MICHAEL JOSEPH CHAFFEE

MATTHEW DALE CLEMENTS

EDWARD CHARLES BANKS

NICHOLAS JOHN AGRESTI

SKYLER ANN AGRESTI

MARC JL AGRESTI

BRANDON JAMES GANNON

Michael Stuart Hillgen-Santa

PETER GITHINJI KIHARA

STEVEN TODD JACQUES

NICOLE THERESA FORZANO

MARK FRANCIS MOYHER

AMIT SHARADCHANDRA KHANDWALA

MANISH MAHESHWARI

RICHARD PATRICK MCGUIRE

JAMES CHRISTOPHER TREAT

JOHN S KOTERBAY

Sam Hastings Grosso

Kristina Samantha Kiraly

SEDIGHEH NOWROUZZADEH

CHRISTOPHER JOHN BAUDOUIN

ROBERT JOHN LEIPHART

JOSEPH JOHN TODICE

CHARLES MELFORD HITE

JOHN MEAD FOREMAN

ANDREW DOMINICK ROSELLI

DANIELA GERHARD

CHRISTOPHER HOLLEY

BRIAN MICHAEL WARD

NATALINA DEMEIS

Ryan William Orvis

Mark Alexander Monteiro

Matthew Ian Hecker

Amer Abdel-Hack

Gavin Greer Esposito

David James Colangelo

STEPHEN SHEEHAN MCGUIRK

JOHN FRANCIS PEARSON

PATRICK J. SHANLEY

NICHOLAS THOMAS AURIEMMA

JON MICHAEL GLADSTONE

GEORGE ADAM GOLDMAN

MICHAEL WILLIAM LYNCH

Jeffrey M Nelson

JULIAN LUIS DIAZ

PEDRO MIGUEL TECLA

MARTIN JAMES GIROUARD

JOEL IRA BERNSTEIN

DANIELA MIRABALLES APONTE

JOSEPH BOGARDUS

ERIC MICHAEL GERHARD

BRIAN ALEXANDER PARMELEE

CHRISTOPHER HIZA

NICHOLAS VAMVAKAS

MICHAEL BOGARDUS

FRITZ Donald EK

COLE William BILLINGTON

Jennee Ana Blanco

Cassandra Quintiliano

William Timothy Collins

Jeremy Seon McHale

Thomas Andrew Hunt

Alexander J DeMeis

Daniel Robert Hoffmann

Alyssa Ann Zito

Jackson Lathrop

Nicholas Quagliani

Alec David Beauchemin

Thomas Nelson Ellis

Jonathan Clark Wheeler

Paul Blaze Blanco

Nicholas Rodney Wells

Amanda Alejandra Lesmes

Dante Aniello D'Amore

DANIEL JOSEPH ORTOLI

NANCY LIEBERMANN

MICHAEL OWEN JONES

NORMAN ST AUBYN LESLIE

JOSEPH DAVID LOPRESTI

GERALD JOHN JANOSKO

DANIEL JOSEPH FLYNN

VICTOR CHRISTOPHER GARRA

MATTHEW JUDKINS BARRETT

ANDREW JOHN WIGZELL

ERIC PAUL LOVAS

SHARON LYNN DALY

RYAN SEAN TAYLOR

MARCELLO E DE PASCALE

CHRISTOPHER J. KUSICK

ALISA MARIE OLSEN

GREGORY WACHTER

Allison Marie Novak

Lucas W Gifford

JOHN DAY BILLINGTON

SABRA G DONOVAN

Mitchell Tetreault

Ronald Mark Quagliani

Hideki Martin Morales

Within 25 miles of Stratford, CT, Best Investors lists 489 registered investment advisory firms with 1,037 offices nearby, managing about $16.9T in combined regulatory AUM across 2,832,607 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 Stratford

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