Best Investors Account Sign in

Best financial advisors in West Haven, CT

Registered advisers within 25 miles of West Haven, CT.

Offices
740
Firms
289
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,837,713 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE REAL WEALTH COTERIE
SOVEREIGN FINANCIAL GROUP, INC.
GREAT MOUNTAIN PARTNERS
BLAKELY HARBOR ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
ELK CAPITAL MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HERITAGE CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Darryl Theodore Zebrowski
Kathryn Zebrowski
CHARLES MALCOLM STACK
ELSIE ENCARNACION
LAZETTA RAINEY BRAXTON
STEVEN ALEXANDER MASSEY
ELIZABETH MACELWEE JONES
SHUBINA MATHUR
CHRISTOPHER MICHAEL RATINERI
George N Simmons
Erik C Scaranuzzo
REBECCA A DALRYMPLE
Joshua S Kampf
DANNY VILAVERDE FERREIRA
Steven Baklas
Frederick Condit
Jack Murray
Stephen M Alfaro
DEBORAH ANN MOORE
Yogesh P Kamdar
SANDRA V SENICH
THOMAS L HUTCHISON
CASEY SERENA OLSEN
Wu Yan
KEARA Stevenson WILLIAMS
MATTHEW J INCITTI
Miranda A Mauriello
ALEXANDER Z SANTACROCE
NEEL YOGESH KAMDAR
TODD MARTIN CODY
Danielle Christine LaRiviere
Michael J Cataldo
Neha Mehta
Luke Edward Rassow-Kantor
Edward Lamanna
Hannah L Hutchison
Tessa Avlin Bridges
Jordan Iannone
NORMAN NOEL FORRESTER
Wayne Melvin Tolson
Michael THOMAS Prior
ROBERT OUTTRIM
ALEXANDRA BRINKERHOFF
JUAN CARLOS RIERA
Matthew D Hadad
Brett T Hutchison
Stacy Skeete
ROBERT WINTHROP OUTTRIM
CAMIEL SABNA FRANKLYN-LEVY
AMISH S JHAVERI
DIANE HELENA TIMPANY
PAUL A VEIGA
Jessica Marie Fanelli
SUSANANNE M BAILEY
Fernando A Rosa
ROBERT WALKER HEAGNEY
PAUL B SAVONA
CHARLES LANIER JOHNSON
DAVID SCOTT BROWN
DRESCOTT THOMPSON
DEAN ELLIOTT VOLAIN
PATRICK JOSEPH SHANNON
ALEXANDER DANAI BIJANADA
KIERAN JOHN DOHERTY
MATTHEW BENJAMIN HURWITZ
Maura Marie OBrien
Nicholas Stanley Pelaccia
ROBERT NEIL CECCARELLI
JOHN DEVERS HURSH
PETER GOLETZ
FREDERICK WAY BOOTH
LISA CAPOBIANCO
MATTHEW ANDREI LUBANKO
MATTHEW WADSWORTH COOPER
STACY LEE CAPOBIANCO
Mark Thomas Meotti
Nicholas J DeBrizzi
ADELIO GALLUCCI
KIRK KNUDSEN
CHARLES LOUIS KAYWOOD
ERNEST J ASPRELLI
CHARLES DONALD LOMBARDI
Paul T Keating
JONATHAN E SNYDER
Sean C Reilly
Megan C Kelly Luginsland
Joseph Michael Hudson
Cedric Michael Hankerson
Dara J Moon
Aidan N Medvecky
DAVID MICHAEL SNETRO
MARIA ROSE LAVIOLA
BRIAN J ELLIOTT
MICHAEL DAMON LINDER
ANTHONY CARL PASSARELLO
WENDY CARMICHAEL WHEELER
ROBERT VINCENT DONNELLY
JASON MERKER
RAYMOND H BOVICH
Jackson Seward
BRETT M AMENDOLA
DAVID G GAY
Marko Cohen
Robert Arthur LoRicco
NICHOLAS HARPER CIAMPANELLI
CRAIG Lee PLATT
MICHAEL CECIL MADDELENA
CHARLES HENRY BERGAMO
ANTHONY EDWARD GONZALEZ
RONALD ROBERT MILONE
CHRISTOPHER A CAVALLARO
KEVIN MICHAEL PEEL
DANIEL A. FIGULY
JO ANN SWATT-CSIRE
JARROD FLETCHER SLATER
SCOTT ROBERT TANSLEY
ZACHARY RYAN GREEN
TIMOTHY James DEBOWES
ANNE MAUREEN DEBOWES
FAY SHEPPARD
CELESTE BEATRICE BARHAM
JOSEPH AARON MATTHEW
TRENT LUBY
MICHAEL S PACE
JENNIFER LYNN PIANELLO
Gregory Kevin Nappo
ANDREW DAVID BANKS
LYNNE ROSENFELD
DARA GIBBS
LEO MICHAEL CONNORS
JENNIFER ANNE HAWKINS
RICHARD SNOWDEN ANDREWS
GREGORY CHARLES NAPPO
Kirk Stephen Kolligian
LEO MICHAEL CONNORS
LOGAN J REED
Matthew Conroy Fleming
Daniel Kikosicki

Within 25 miles of West Haven, CT, Best Investors lists 289 registered investment advisory firms with 740 offices nearby, managing about $15.4T in combined regulatory AUM across 2,837,713 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 West 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