Financial advisors in Connecticut

103 SEC-registered advisory firms based in Connecticut, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Connecticut

Stamford (24)Greenwich (24)Westport (7)Shelton (6)Hartford (5)Farmington (4)Glastonbury (4)Old Greenwich (4)Darien (3)Wilton (3)Windsor (2)West Hartford (2)Norwalk (2)New Canaan (2)New Haven (1)Meriden (1)

Connecticut advisory firms by assets

Steward Partners Investment Advisory, LLC

Stamford, CT · CRD #283004

$34B AUM·124k accounts·Fee-based

Aqr Capital Management, LLC logo
Aqr Capital Management, LLC

Greenwich, CT · CRD #111883

$312B AUM·723 accounts·Fee-only

Conning, INC. logo
Conning, INC.

Hartford, CT · CRD #107423

$107B AUM·825 accounts·Fee-based

Knights of Columbus Asset Advisors LLC logo
Knights of Columbus Asset Advisors LLC

New Haven, CT · CRD #174129

$31B AUM·8.1k accounts·Fee-only

Bridgewater Associates, LP logo
Bridgewater Associates, LP

Westport, CT · CRD #105129

$150B AUM·133 accounts·Fee-only

Voya Financial Advisors, INC.

Windsor, CT · CRD #2882

$3.9B AUM·33k accounts·Fee-based

Osaic Institutions, INC. logo
Osaic Institutions, INC.

Meriden, CT · CRD #35371

$6.5B AUM·15k accounts·Fee-based

Point72 Asset Management, L.P.

Stamford, CT · CRD #283077

$274B AUM·19 accounts·Fee-only

Voya Retirement Advisors, LLC

Windsor, CT · CRD #3989

$37B AUM·7.7k accounts·Fee-based

New Edge Wealth

Stamford, CT · CRD #307771

$20B AUM·22k accounts·Fee-based

Tudor Investment Corporation logo
Tudor Investment Corporation

Stamford, CT · CRD #159792

$107B AUM·22 accounts·Fee-only

Hartford Investment Management Company

Hartford, CT · CRD #106699

$124B AUM·213 accounts·Fee-based

Verition Fund Management LLC

Greenwich, CT · CRD #156610

$139B AUM·5 accounts·Fee-only

Apella Wealth

West Hartford, CT · CRD #171106

$11B AUM·31k accounts·Fee-only

New England Asset Management, INC.

Farmington, CT · CRD #105900

$112B AUM·1.2k accounts·Fee-based

Usi Advisors logo
Usi Advisors

Glastonbury, CT · CRD #108113

$56B AUM·2.6k accounts·Fee-based

O'Shaughnessy Asset Management, LLC logo
O'Shaughnessy Asset Management, LLC

Stamford, CT · CRD #144594

$20B AUM·11k accounts·Fee-only

Axa Investment Managers US INC logo
Axa Investment Managers US INC

Stamford, CT · CRD #113608

$79B AUM·219 accounts·Fee-based

A.G.P / Alliance Global Partners logo
A.G.P / Alliance Global Partners

Westport, CT · CRD #8361

$2.3B AUM·7.9k accounts·Fee-only

Stone Point Capital LLC logo
Stone Point Capital LLC

Greenwich, CT · CRD #156521

$68B AUM·59 accounts·Fee-only

Silver Point Capital, L.P.

Greenwich, CT · CRD #157738

$46B AUM·58 accounts·Fee-only

Portfolio Advisors LLC logo
Portfolio Advisors LLC

Darien, CT · CRD #105981

$48B AUM·142 accounts·Fee-based

Procyon

Shelton, CT · CRD #288239

$9.2B AUM·8.9k accounts·Fee-based

Virtus Fixed Income Advisers, LLC

Hartford, CT · CRD #146029

$35B AUM·226 accounts·Fee-only

Hudson Bay Capital Management LP logo
Hudson Bay Capital Management LP

Stamford, CT · CRD #155910

$41B AUM·7 accounts·Fee-only

Symetra Investment Management Company logo
Symetra Investment Management Company

Farmington, CT · CRD #312176

$89B AUM·83 accounts·Fee-only

Strategic Value Partners, LLC

Greenwich, CT · CRD #138406

$26B AUM·62 accounts·Fee-only

Sprott Asset Management USA INC. logo
Sprott Asset Management USA INC.

Darien, CT · CRD #139022

$10B AUM·4.7k accounts·Fee-only

L Catterton logo
L Catterton

Greenwich, CT · CRD #157428

$31B AUM·88 accounts·Fee-only

Gamco Asset Management INC.

Greenwich, CT · CRD #104950

$12B AUM·2.0k accounts·Fee-based

Bradley Foster & Sargent INC logo
Bradley Foster & Sargent INC

Hartford, CT · CRD #106928

$9.1B AUM·5.0k accounts·Fee-based

Viking Global Investors LP logo
Viking Global Investors LP

Stamford, CT · CRD #132272

$78B AUM·21 accounts·Fee-only

Graham Capital Management, L.P.

Rowayton, CT · CRD #160925

$43B AUM·35 accounts·Fee-only

Essex Financial Services, INC. logo
Essex Financial Services, INC.

Essex, CT · CRD #127549

$4.2B AUM·7.9k accounts·Fee-based

Coastal Bridge Advisors logo
Coastal Bridge Advisors

Westport, CT · CRD #152569

$5.0B AUM·12k accounts·Fee-based

Edgewood Management LLC

Greenwich, CT · CRD #106647

$22B AUM·1.1k accounts·Fee-only

Stonebridge Advisors LLC

Wilton, CT · CRD #134017

$12B AUM·3.7k accounts·Fee-only

Connecticut Wealth Management, LLC logo
Connecticut Wealth Management, LLC

Farmington, CT · CRD #154310

$4.5B AUM·5.3k accounts·Fee-based

Johnson Brunetti

Wethersfield, CT · CRD #171168

$2.8B AUM·15k accounts·Fee-based

Northcoast Asset Management LLC

Stamford, CT · CRD #282241

$5.0B AUM·7.1k accounts·Fee-only

Showing the 40 largest of 103 firms in Connecticut. Get matched to see the ones that fit you.

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Connecticut

How many financial advisors are in Connecticut?

AdvisoryReviews lists 103 SEC-registered advisory firms based in Connecticut, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Connecticut?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Connecticut?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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