Equitable Advisors
33yrs
Top advisor by experience in Wallingford
Financial advisors in Wallingford, CT
Looking for a financial advisor in Wallingford, CT? We list 40 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
40Advisors with offices here
18Median years of experience
0%At fee-only firms
19Firms represented
Largest firms here: LPL Financial LLC (10), Raymond James Financial Services Advisors, Inc. (4), Cetera Investment Advisers LLC (4).
Nearby: North Haven, Hamden, Cheshire, Northford, New Haven, Bethany, East Haven, Woodbridge.
Edward Jones
33yrs
Top 3% by experience at Edward Jones
Sentinel Asset Management
31yrs
Top 7% by experience in Wallingford
Cambridge Investment Research Advisors
31yrs
Top 10% by experience in Wallingford
Cetera Investment Advisers
30yrs
Top 12% by experience in Wallingford
LPL Financial
30yrs
Top 15% by experience in Wallingford
Toomey Investment Management
29yrs
Top 17% by experience in Wallingford
Cetera Investment Advisers
29yrs
Top 18% by experience nationwide
Raymond James Financial Services Advisors
29yrs
Top 18% by experience nationwide
Raymond James Financial Services Advisors
29yrs
Top 18% by experience nationwide
LPL Financial
29yrs
Top 19% by experience nationwide
LPL Financial
28yrs
Top 21% by experience nationwide
CWM
27yrs
Top 19% by experience at CWM
LPL Financial
26yrs
Top 25% by experience nationwide
LPL Financial
25yrs
More experience than 72% of advisors nationwide
Sentinel Asset Management
22yrs
More experience than 65% of advisors nationwide
LPL Financial
21yrs
More experience than 63% of advisors nationwide
UBS Financial Services
20yrs
More experience than 60% of advisors nationwide
LPL Financial
18yrs
More experience than 57% of advisors nationwide
Empower Advisory Group
18yrs
Top 24% by experience at Empower Advisory Group
Sentinel Asset Management
17yrs
More experience than 54% of advisors nationwide
LPL Enterprise
16yrs
More experience than 62% of advisors at LPL Enterprise
Toomey Investment Management
15yrs
15 years in the industry
LPL Financial
13yrs
13 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.