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Find The Best Financial Advisors in Connecticut

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Connecticut involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Connecticut

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Connecticut that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Connecticut. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Connecticut

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Robert Tubridy

CT Financial Partners

180 Glastonbury Blvd.
Suite 102

Glastonbury, CT 06033

860-430-9064

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Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831

203-987-6227

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Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203-389-3553

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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

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Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

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Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001

860-269-8130

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Ed Callahan

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860-269-4269

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Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203-500-8527

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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

Top Financial Advisor Firms in Connecticut (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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)
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
CIGNA INVESTMENTS, INC.
900 Cottage Grove Road, A5lgl Bloomfield, CT 6002
105811 $27,794,757,916 120 A percentage of AUM
Other (PRO-RATA EXPENSE ALLOCATION)
VOYA RETIREMENT ADVISORS, LLC
One Orange Way, C2n Windsor, CT 6095
3989 $20,680,218,708 67 A percentage of AUM
Fixed fees
PERFORMANCE EQUITY MANAGEMENT, LLC
5 Greenwich Office Park, Third Floor Greenwich, CT 6831
110207 $12,930,733,120 32 A percentage of AUM
Performance Based
TWEEDY, BROWNE COMPANY LLC
One Station Place, Stamford, CT 6902
6857 $12,654,858,728 268 A percentage of AUM
Performance Based
GOODWIN CAPITAL ADVISERS, INC.
One Financial Plaza, 755 Main Street Hartford, CT 06103-2608
108290 $2,307,220,007 9 A percentage of AUM
Fixed fees
TETON ADVISORS, LLC
189 Mason Street, Greenwich, CT 6830
105963 $868,584,986 4 A percentage of AUM
BARD FINANCIAL SERVICES, INC.
388 East Main Street, Branford, CT 6405
110017 $502,206,894 1059 A percentage of AUM
CONIFER INVESTMENTS LTD
65 Lasalle Road, Suite 402 West Hartford, CT 6107
106159 $416,971,139 55 A percentage of AUM
Fixed fees
FAIRFIELD, BUSH & CO.
320 Boston Post Road, Suite 150 Darien, CT 6820
105970 $415,589,057 220 A percentage of AUM
Fixed fees
PETTEE INVESTORS INC
137 Rowayton Avenue, Suite 430 Rowayton, CT 6853
105553 $256,404,636 80 A percentage of AUM
VISION INVESTMENT ADVISORS, LLC
120 Long Ridge Road, 3 North Stamford, CT 6902
109621 $100,465,494 124 A percentage of AUM
Fixed fees
Commision Based
Performance Based
VOYA FINANCIAL PARTNERS, LLC
One Orange Way, C2n Windsor, CT 6095
34815 $0 0 Other (VFP DOES NOT RECEIVE FEES FOR INVESTMENT ADVICE)
USI SECURITIES, INC.
95 Glastonbury Blvd., Suite 102 Glastonbury, CT 6033
43793 $0 0 A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL ADVISORY FEES)

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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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