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Find Best Financial Advisors in Farmington, Connecticut

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Farmington is a tedious task to do. give you extensive options to compare best advisors in Farmington & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Farmington?

Looking for a qualified financial advisor in Farmington? We can help you by narrowing down your options & listing the best financial advisors in Farmington as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Farmington near you with the list of certified and vetted Farmington financial advisors.

List of Qualified Financial Advisors in Farmington, Connecticut


Ed Callahan

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032



Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001



Robert Tubridy

CT Financial Partners

180 Glastonbury Blvd.
Suite 102

Glastonbury, CT 06033



Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473



Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355



Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818



Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801


Top Financial Advisor Firms in Connecticut (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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
308 Farmington Avenue, 3rd Floor Farmington, CT 6032
312176 $47,917,421,250 6 A percentage of AUM
281 Farmington Avenue, Farmington, CT 06032-1911
154310 $2,385,202,351 2655 A percentage of AUM
Fixed fees
790 Farmington Ave., Bldg 3e, Farmington, CT 6032
127654 $905,486,554 2091 A percentage of AUM
Hourly charges
Fixed fees
312 Farmington Avenue, Farmington, CT 06032-2586
153052 $645,210,000 2 A percentage of AUM
Performance Based
10 Talcott Notch Road, 2nd Floor Farmington, CT 6032
145640 $508,618,180 833 A percentage of AUM
Fixed fees
2 Bridgewater Road, Suite 201 Farmington, CT 6032
156064 $316,723,768 26 A percentage of AUM
Hourly charges
Fixed fees
10 Waterside Drive, Suite 305 Farmington, CT 06032-2837
126472 $297,253,818 547 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Connecticut

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Betsy Udal
Inquire with Betsy
1 Old Mountain Rd, Farmington, CT 06032 860-470-0245
Paul Scileppi
Inquire with Paul
850 Farmington Ave, Farmington, CT 06032 860-284-9882
Henry Cormier
Inquire with Henry
850 Farmington Ave, Farmington, CT 06032 860-284-9882
Matthew Udal
Inquire with Matthew
1 Old Mountain Rd, Farmington, CT 06032 860-470-0244
Fiscal Dynamics, Inc
Inquire with Fiscal
314 Farmington Ave, Farmington, CT 06032 860-677-1753
Tunxis Wealth Management 
Inquire with Tunxis
231 Farmington Avenue, 2nd Floor Farmington, CT 06032 860-676-4404
Pennell Wealth Advisors
Inquire with Pennell
200 Mountain Road, Suite 2 Farmington, CT 06032 860-674-0603
RGB Financial
Inquire with RGB
16 Spring Lane, Farmington, CT 06032 860-678-7350
Edward Jones
Inquire with Edward
1055 Farmington Avenue, Farmington, CT 06032 860-677-1104
Edward Jones
Inquire with Edward
30 Stanford Dr, Suite 200 Farmington, CT 06032 860-409-2130

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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