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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.
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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 7 vetted financial advisors and 474 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
203-454-3377
Top Financial Advisor Firms in Connecticut (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road, Stamford, CT, 06902-7912 | 283077 | $172,101,281,944 | 15 | A percentage of AUM, Performance Based, Other (PERFORMANCE-BASED COMPENSATION) |
| BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road, Westport, CT, 06880 | 105129 | $171,751,270,410 | 133 | A percentage of AUM, Performance Based, Other (INVESTMENT ADVISORY SUPPORT SERVICES) |
| AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza, Suite 130, 3rd Floor Greenwich, CT, 06830 | 111883 | $132,541,536,421 | 294 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza, Hartford, CT, 06155 | 106699 | $110,207,824,026 | 170 | A percentage of AUM, Fixed fees, Other (COST REIMBURSEMENT, AFFILIATE COMPENSATION (SEE PART 2A, ITEM 6)) |
| VERITION FUND MANAGEMENT LLC One American Lane, Greenwich, CT, 06831-9998 | 156610 | $107,251,821,000 | 4 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF COSTS) |
| AST INVESTMENT SERVICES, INC. One Corporate Drive, Shelton, CT, 06484 | 108897 | $105,935,674,542 | 32 | A percentage of AUM |
| CONNING, INC. One Financial Plaza, 755 Main Street Hartford, CT, 06103 | 107423 | $100,423,245,789 | 534 | 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, 06032 | 105900 | $95,235,028,580 | 824 | A percentage of AUM, Fixed fees |
| AXA INVESTMENT MANAGERS US INC 400 Atlantic Street, Suite 1000 Stamford, CT, 06901 | 113608 | $90,193,021,028 | 253 | A percentage of AUM, Fixed fees, Performance Based, Other (REAL ESTATE RELATED FEES) |
| SYMETRA INVESTMENT MANAGEMENT COMPANY 308 Farmington Avenue, 3rd Floor Farmington, CT, 06032 | 312176 | $74,598,201,884 | 8 | A percentage of AUM |
| VIKING GLOBAL INVESTORS LP 600 Washington Boulevard, 11th Floor Stamford, CT, 06901-6000 | 132272 | $64,496,929,630 | 22 | A percentage of AUM, Performance Based |
| TUDOR INVESTMENT CORPORATION 200 Elm Street, Stamford, CT, 06902-3826 | 159792 | $63,586,929,000 | 21 | A percentage of AUM, Performance Based, Other (EXPENSE PASS THROUGH) |
| VIRTUS INVESTMENT ADVISERS, LLC One Financial Plaza, 26th Floor Hartford, CT, 06103 | 106982 | $53,982,609,839 | 105 | A percentage of AUM |
| STONE POINT CAPITAL LLC 20 Horseneck Lane, Greenwich, CT, 06830-6327 | 156521 | $48,452,616,973 | 39 | A percentage of AUM, Performance Based, Other (ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.) |
| PORTFOLIO ADVISORS LLC 9 Old Kings Highway South, Darien, CT, 06820 | 105981 | $42,237,636,380 | 116 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
Select other cities around Connecticut to broaden your search for a financial advisor
- Financial Advisors in Glastonbury, Connecticut
- Financial Advisors in Greenwich, Connecticut
- Financial Advisors in Rocky Hill, Connecticut
- Financial Advisors in Shelton, Connecticut
- Financial Advisors in Stafford Springs, Connecticut
- Financial Advisors in Westport, Connecticut
- Financial Advisors in Woodbridge, Connecticut
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