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Best financial advisors in Whitneyville, CT

Registered advisers within 25 miles of Whitneyville, CT.

Offices
602
Firms
194
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.82M
2,822,894 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
KEY INVESTMENT SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
QUANTUM CAPITAL MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.
AYERS & ASSOCIATES, P.C.
PLOOTUS
WALDO.AI, INC.
EDWARD JONES

Investors

ALEXANDER NICOLA CASELLA
Julia Grace Ferraro
DANIEL MICHAEL CALARCO
ROBERTO RABASSA
Alan Tuchmann
JORDAN WILLIAM SULLIVAN
Alexandra Forte
BRIAN THOMAS OBREMSKI
Asa Cort
Mark DiPaola
MELANIE EDITH KREGLING
CHARLES J NOBLE
Charles Joseph Noble
ANTHONY GALLAGHER
RITA MARIE CROLL
DIANNE MARIE MILANO
JOHN PAUL LOMBARDI
CHRISTOPHER PODKOWIAK
MICHAEL ANTHONY MORAN
RICHARD JOHN MORAN
RONAN PHEONIX DUGGAN
CRAIG WILLIAM MASSICOTTE
Leslie Saye Busch
Mary Dyer Landsfield
Denise Annemarie Crispino
RALPH WAYNE ROMANELLO
SHARI Jeanne RAHMLOW
Thornton Joseph Fay
Andrew William Pryde
Anthony Joseph Inzero
Albert Lance Lim
Jaine'Coann LeFebvre Barton
MICHAEL SCOTT FITZGERALD
PETER JOSEPH PURCELL
THOMAS GRAHAM DAVIS
PATRICK HARVARD BOUTILIER
MARK DAVID STEVENS
Christopher D Stevens
JOSEPH PATRICK MCDONAGH
Joshua Salgado
KEVIN DAVID GARGANO
CHRISTOPHER EDMOND GAVIN
STUART HILTON GROVE
Daniel Grove
MICHELLE VERONICA RANSOM
JONATHAN P WOROBOW
CHRISTOPHER MICHAEL YOUNG
Peter Conrad Holmquist
RAYMOND JOSEPH KUBICK
BRETT TAYLOR COURTMANCHE
CHRISTOPHER MICHAEL DERHAM
NOLAN CHARLES CLEARY
Brian Francis Lynch
John Joseph Tierney
Sonia Sternbach
DAMIAN LAWRANCE CAMPAGNANO
JOHN DAVID DORIS
GERALD BRUCE NEARIER
KEITH ARNOLD SCHLINGHEYDE
RICHARD PIGNONE
Emily Joyce-Grikis
KENNETH JOHN AYERS
Ryan Thomas Belanger-Saleh
Robert Sorensen

Within 25 miles of Whitneyville, CT, Best Investors lists 194 registered investment advisory firms with 602 offices nearby, managing about $14.6T in combined regulatory AUM across 2,822,894 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 Whitneyville

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