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Find The Best Financial Advisors in Connecticut

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How To Find The Best Financial Advisors in Connecticut

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Connecticut have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Connecticut

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Robert Tubridy

CT Financial Partners

860-430-9064

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Charles Helme

BH Asset Management, LLC

203-987-6227

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Paul Schatz

Heritage Capital, LLC

203-389-3553

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Robert Henderson

Lansdowne Wealth Management, LLC

860-245-5078

Top Financial Advisor Firms in Connecticut (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BRIDGEWATER ASSOCIATES, LP
One Nyala Farms Road,
Westport, CT, 6880
105129 $196,833,823,871 143 A Percentage of AUM, Performance Based
POINT72 ASSET MANAGEMENT, L.P.
72 Cummings Point Road,
Stamford, CT, 06902-7912
283077 $139,912,052,624 18 A Percentage of AUM, Performance Based, Other (PERFORMANCE-BASED COMPENSATION)
AST INVESTMENT SERVICES, INC.
One Corporate Drive,
Shelton, CT, 6484
108897 $122,238,315,019 40 A Percentage of AUM
AQR CAPITAL MANAGEMENT, LLC
One Greenwich Plaza, Suite 130, 3rd Floor
Greenwich, CT, 6830
111883 $119,996,796,135 279 A Percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
HARTFORD INVESTMENT MANAGEMENT COMPANY
One Hartford Plaza,
Hartford, CT, 6155
106699 $110,827,884,619 182 A Percentage of AUM, Fixed Fees, Other (COST REIMBURSEMENT, AFFILIATE COMPENSATION (SEE PART 2A, ITEM 6))
NEW ENGLAND ASSET MANAGEMENT, INC.
74 Batterson Park Rd., Pond View Corporate Center
Farmington, CT, 6032
105900 $100,455,084,282 880 A Percentage of AUM, Fixed Fees, Performance Based
CONNING, INC.
One Financial Plaza, 755 Main Street
Hartford, CT, 6103
107423 $94,819,205,056 542 A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Performance Based, Other (NEGOTIATED FEES)
AXA INVESTMENT MANAGERS US INC
400 Atlantic Street, Suite 1000
Stamford, CT, 6901
113608 $87,774,028,517 246 A Percentage of AUM, Fixed Fees, Performance Based, Other (REAL ESTATE RELATED FEES)
SYMETRA INVESTMENT MANAGEMENT COMPANY
308 Farmington Avenue, 3rd Floor
Farmington, CT, 6032
312176 $68,176,048,738 8 A Percentage of AUM
VIKING GLOBAL INVESTORS LP
600 Washington Boulevard, 11th Floor
Stamford, CT, 06901-6000
132272 $52,146,667,949 20 A Percentage of AUM, Performance Based
GE INVESTMENT MANAGEMENT
901 Main Avenue, The Towers At Merritt River
Norwalk, CT, 6851
323648 $49,512,750,895 1 Other (COST REIMBURSEMENT)
VIRTUS INVESTMENT ADVISERS, INC.
One Financial Plaza, 26th Floor
Hartford, CT, 6103
106982 $46,245,613,255 82 A Percentage of AUM
STONE POINT CAPITAL LLC
20 Horseneck Lane,
Greenwich, CT, 06830-6327
156521 $44,586,708,474 35 A Percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.)
TUDOR INVESTMENT CORPORATION
200 Elm Street,
Stamford, CT, 06902-3826
159792 $44,534,718,000 23 A Percentage of AUM, Performance Based, Other (EXPENSE PASS THROUGH)
VERITION FUND MANAGEMENT LLC
One American Lane,
Greenwich, CT, 06831-9998
156610 $43,630,335,052 7 A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS)

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