🤫 Directory · consent-first

Near 06510. New Haven.

24 financial advisors & firms and 2 insurance agents verified near New Haven, CT — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 06510

Ladd Capital Management LLC0 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $177M AUM

CRD 105162 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Blakely Harbor Advisors, LLC0 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $69M AUM

CRD 152249 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Community Foundation for Greater New Haven, INC.0 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $560M AUM

CRD 169212 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Knights of Columbus Asset Advisors LLC0 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $30.5B AUM

CRD 174129 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Kreitler Financial LLC0 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $585M AUM

CRD 309056 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Great Mountain Partners0 mi

RIA firm · New Haven, CT 06510 · Registered investment adviser · $14.1B AUM

CRD 309528 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ayers & Associates, P.C.0.8 mi

RIA firm · New Haven, CT 06511 · Registered investment adviser

CRD 127417 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Plootus3.1 mi

RIA firm · New Haven, CT 06513 · Registered investment adviser

CRD 314583 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Waldo.ai, INC.3.1 mi

RIA firm · New Haven, CT 06513 · Registered investment adviser

CRD 336723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Heritage Capital, LLC5.6 mi

RIA firm · Woodbridge, CT 06525 · Registered investment adviser · $147M AUM

CRD 127650 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wharton Midmarket Investment Advisors INC5.6 mi

RIA firm · Woodbridge, CT 06525 · Registered investment adviser · $231M AUM

CRD 301186 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Its Asset Management, L.P.6.4 mi

RIA firm · North Haven, CT 06473 · Registered investment adviser · $298M AUM

CRD 106977 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Open Circle Wealth Partners6.4 mi

RIA firm · North Haven, CT 06473 · Registered investment adviser · $38M AUM

CRD 150623 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Morrissey Wealth Management LLC6.4 mi

RIA firm · North Haven, CT 06473 · Registered investment adviser · $165M AUM

CRD 291228 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

B.P. Walsh and CO., LLC7.5 mi

RIA firm · Branford, CT 06405 · Registered investment adviser · $12M AUM

CRD 125477 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Summit Planning Group, LLC7.5 mi

RIA firm · Branford, CT 06405 · Registered investment adviser

CRD 126563 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Worrell Advisory Services7.5 mi

RIA firm · Branford, CT 06405 · Registered investment adviser · $6M AUM

CRD 285888 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Spectrum Financial Strategies INC8.6 mi

RIA firm · Hamden, CT 06518 · Registered investment adviser

CRD 106419 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Connecticut Capital Management Group, LLC8.6 mi

RIA firm · Milford, CT 06460 · Registered investment adviser · $254M AUM

CRD 305013 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cooper Financial Services, INC.11 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $184M AUM

CRD 104671 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

the Winthrop Corporation11 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser

CRD 105273 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wright Investors Service INC11 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $1.2B AUM

CRD 106302 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ast Investment Services, INC.11 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $91.5B AUM

CRD 108897 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pentegra Investors, INC.11 mi

RIA firm · Shelton, CT 06484 · Registered investment adviser · $5.6B AUM

CRD 111503 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 06510

Coastal Insurance Solutions24.4 mi

Insurance · Rocky Point, NY · High-value home & coastal insurance in the Hamptons; luxury NYC condo/co-op

This is you? Claim itclaimable & removable by its owner

Dominick Valente24.4 mi

Insurance · Allstate · Westport, CT 06880 · Home, auto, life in Westport

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to New Haven, CT.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 06510. New Haven.

24 financial advisors & firms and 2 insurance agents verified near New Haven, CT — every one cited to the regulator, claimable and removable by the person named.

Find your person