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Best financial advisors in Wallingford, CT

Registered advisers within 25 miles of Wallingford, CT.

Offices
877
Firms
283
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,143,259 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TOOMEY INVESTMENT MANAGEMENT, INC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SENTINEL ASSET MANAGEMENT, LLC
ARMSTRONG ADVISORY GROUP INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
KEY INVESTMENT SERVICES LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

ROBERT SCOTT GINSBERG
RYAN SAMUEL NASER
AUSTIN PATRICK TOOMEY
DANIEL Paul PERREAULT
BRENDAN RICHARD TOOMEY
JOHN F WOSTBROCK
TIMOTHY RYAN MACDONALD
ROB CASSELLA
CAMERON EARL RICE
TIMOTHY GILBERT LASSEN
PETER JOSEPH COWEN
JOHN JOSEPH CAPECE
FRANK CHRISTOPHER ADAMS
Spencer M Rogers
KEVIN DANIELS
SCOTT ALLAN KEARNS
ZACHARY L DANIELS
ALAN PAUL WILLIAMS
Larry M Esposito
Jonathan Bruce Kaplan
Justin James Williams
Joseph Franchi
ASHMAL REHAN BAIG
Brandon Leigh Burleigh
Daniel J Waldron
JASON ROBERT MCGEE
Elizabeth Manteau
WILLIAM FREDERICK WARNER
Andrew C Shumate
Matthew Ryan Sczurek
Jordan Robert True
Jeremy Mark Lobo
CHRISTOPHER WILLIAM PASCALE
Michael Anthony Mendillo
Corey Michael Millhouse
JEFFREY PAUL COUZENS
Claens Bon
GEORGE Francis HUGHES
ANN MARIE OCONE
Liam Joseph Wallace
Matthew Carreras
CHRISTOPHER MICHAEL LEE
CHRISTOPHER WILLIAM BEALE
DARREN M TAPLEY
MAGDALENA O'DOHERTY
Richard Claxton

Within 25 miles of Wallingford, CT, Best Investors lists 283 registered investment advisory firms with 877 offices nearby, managing about $17.0T in combined regulatory AUM across 3,143,259 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 Wallingford

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 MORGAN STANLEY INVESTMENT MANAGEMENT INC. 12 clients · 22 advisers $702B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM