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Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clinton, CT

Every SEC-registered investment adviser representative at a firm office in Clinton, with the firms that employ the most of them.

7 registered advisors work in Clinton; the most are at Edward Jones (3). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Clinton

FirmAdvisors in Clinton
Edward Jones news3
LPL Financial LLC news2
Ameriprise Financial Services, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in Clinton, A to Z

Search all of Connecticut →

Other cities in Connecticut

All of Connecticut →

Stamford 851Greenwich 629Westport 397Glastonbury 389West Hartford 353New Haven 277Fairfield 275Shelton 239Hartford 220Farmington 212Darien 137Windsor 132Guilford 103Madison 101Mystic 90Ridgefield 86Norwalk 82New Canaan 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59

Questions

How many financial advisors are in Clinton, CT?

7 investment adviser representatives are registered at firm offices in Clinton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Clinton?

Edward Jones, with 3 registered advisors in Clinton, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Clinton?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.