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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 5 vetted financial advisors and 908 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 23 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
860-684-4470
Top Financial Advisor Firms in Connecticut (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BRIDGEWATER ASSOCIATES, LP One Glendinning Place, Westport, CT, 6880 | 105129 | $235,542,378,467 | 139 | A percentage of AUM, Performance Based |
| AST INVESTMENT SERVICES, INC. One Corporate Drive, Shelton, CT, 6484 | 108897 | $160,021,477,323 | 52 | A percentage of AUM |
| AQR CAPITAL MANAGEMENT, LLC Two Greenwich Plaza, 3rd Floor Greenwich, CT, 6830 | 111883 | $145,451,136,492 | 289 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road, Stamford, CT, 06902-7912 | 283077 | $138,459,065,027 | 19 | A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED COMPENSATION) |
| CAPULA INVESTMENT US LP 60 Arch Street, 3rd Floor Greenwich, CT, 6830 | 157589 | $118,360,187,022 | 8 | Other (FEES PAID BY CAPULA INVESTMENT MANAGEMENT LLP) |
| AXA INVESTMENT MANAGERS US INC 100 West Putnam Avenue, 3rd Floor Greenwich, CT, 6830 | 113608 | $112,225,950,457 | 248 | A percentage of AUM, Fixed fees, Performance Based, Other (REAL ESTATE RELATED FEES) |
| CONNING, INC. One Financial Plaza, 755 Main Street Hartford, CT, 6103 | 107423 | $110,321,940,668 | 543 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based, Other (NEGOTIATED FEES) |
| HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza, Hartford, CT, 6155 | 106699 | $109,126,975,227 | 158 | A percentage of AUM, 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 | $97,562,570,620 | 797 | A percentage of AUM, Fixed fees, Performance Based |
| VIRTUS INVESTMENT ADVISERS, INC. One Financial Plaza, 26th Floor Hartford, CT, 6103 | 106982 | $71,836,921,628 | 85 | A percentage of AUM |
| EDGEWOOD MANAGEMENT LLC 600 Steamboat Road, Suite 103 Greenwich, CT, 06830-7181 | 106647 | $61,874,092,455 | 1766 | A percentage of AUM, Performance Based |
| VIKING GLOBAL INVESTORS LP 55 Railroad Avenue, Greenwich, CT, 06830-6378 | 132272 | $59,832,695,210 | 15 | A percentage of AUM, Performance Based |
| SYMETRA INVESTMENT MANAGEMENT COMPANY 308 Farmington Avenue, 3rd Floor Farmington, CT, 6032 | 312176 | $47,917,421,250 | 6 | A percentage of AUM |
| STONE POINT CAPITAL LLC 20 Horseneck Lane, Greenwich, CT, 06830-6327 | 156521 | $44,331,876,277 | 34 | A percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.) |
| UBS HEDGE FUND SOLUTIONS 600 Washington Boulevard, Stamford, CT, 6901 | 131034 | $42,791,013,602 | 112 | A percentage of AUM, Fixed fees, Performance Based |
Additional Financial Advisors in Connecticut
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Andrew L Cushman Inquire with Andrew | One Fawcett Place, 3rd, Floor Greenwich, CT 06830 | 203-625-4679 |
| Aggie Valenta Inquire with Aggie | 741 Boston Post Rd, Madison, CT 06443 | 203-499-4906 |
| Boundless Financial Solutions Inquire with Boundless | 135 Day Street, Suite 1C Newington, CT 06111 | 860-229-8409 |
| Alexander Davidson Inquire with Alexander | 1 Fawcett Place, 3rd Floor Greenwich, CT 06830 | 203-625-4855 |
| Barbara Taylor-Hatje - Morgan Stanley Inquire with Barbara | 433 South Main St., Suite 100 West Hartford, CT 06110 | 860-313-7114 |
| Adriatic Wealth Management LLC Inquire with Adriatic | 14 Betmarlea Rd, Norwalk, CT 06850 | 646-251-8602 |
| Brian Jay Inquire with Brian | 4 Landmark Square 2nd, Floor Stamford, CT 06901 | 203-967-7020 |
| Brian Morgantini Inquire with Brian | 90 Grove St, Ridgefield, CT 06877 | 203-894-3022 |
| Betsy Udal Inquire with Betsy | 1 Old Mountain Rd, Farmington, CT 06032 | 860-470-0245 |
| Abby Wolman McElroy, CFP® Inquire with Abby | 500 Post Road East 3rd, Fl Westport, CT 06880 | 203-221-6060 |
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