Hartford Funds
Wayne, PA·SEC-registered · CRD #147746
Hartford Funds is an SEC-registered investment advisory firm in Wayne, PA managing $152B across 94 client accounts, with 34 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$152B
Client accounts
94
Advisory staff
34
Fee model
Fee-only
How Hartford Funds is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Hartford Funds
How much does Hartford Funds manage?
Per its most recent SEC Form ADV filing (06/10/2026), Hartford Funds reports $152B in regulatory assets under management across roughly 94 client accounts.
How does Hartford Funds charge?
Hartford Funds is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Hartford Funds a fiduciary?
Yes. Hartford Funds is registered with the U.S. Securities and Exchange Commission (CRD #147746), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Hartford Funds taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Hartford Funds and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wayne, PA
Profile compiled from Hartford Funds's public SEC Form ADV filing (CRD #147746, filed 06/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Hartford Funds. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Hartford Funds? Claim this profile.