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Find The Best Financial Advisors in Hartford, 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 Hartford is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Hartford & pick the one as per your needs

How To Find The Best Financial Advisors in Hartford, Connecticut

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Hartford, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 17 non-vetted financial advisors in Hartford, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Hartford, Connecticut have an average of 19 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 Hartford, Connecticut

advisor

Paul Schatz

Heritage Capital, LLC

call203-389-3553

Top Financial Advisor Firms in Hartford, Connecticut (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
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))
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)
VIRTUS INVESTMENT ADVISERS, LLC
One Financial Plaza, 26th Floor
Hartford, CT, 06103
106982 $53,982,609,839 105 A percentage of AUM
VIRTUS FIXED INCOME ADVISERS, LLC
One Financial Plaza,
Hartford, CT, 06103
146029 $32,783,611,615 286 A percentage of AUM, Performance Based
BRADLEY FOSTER & SARGENT INC
185 Asylum Street, City Place Ii, 11th Floor
Hartford, CT, 06103-3402
106928 $7,676,519,110 4546 A percentage of AUM, Fixed fees
UBS REALTY INVESTORS LLC
10 State House Square, 12th Floor
Hartford, CT, 06103-3604
107758 $2,729,665,623 3 A percentage of AUM, Fixed fees, Performance Based, Other (REAL ESTATE ACQUISITION/DISPOSITION FEES)
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC
One Financial Plaza,
Hartford, CT, 06103
143732 $2,028,923,231 3 A percentage of AUM
FREEDOM INVESTMENT MANAGEMENT, INC.
100 Constitution Plz, Fl 7
Hartford, CT, 06103-1703
126052 $2,011,911,525 13073 A percentage of AUM, Other (MINIMUM MONTHLY ACCOUNT FEE)
NEBRODI PARTNERS, LLC
225 Asylum Street, 28th Floor
Hartford, CT, 06103
174280 $1,463,000,000 2 Fixed fees, Performance Based
VIRTUS CAPITAL ADVISERS, LLC
One Financial Plaza,
Hartford, CT, 06103
107346 $1,445,434,513 202 A percentage of AUM
GOODWIN CAPITAL ADVISERS, INC.
One Financial Plaza, 755 Main Street
Hartford, CT, 06103-2608
108290 $1,021,074,820 7 A percentage of AUM, Fixed fees
SKY INVESTMENT GROUP LLC
One Financial Plaza, Suite 1210
Hartford, CT, 06103
134001 $765,257,886 876 A percentage of AUM
GREENSLEDGE ASSET MANAGEMENT LLC
90 Statehouse Square, 10th Floor
Hartford, CT, 06103
307732 $590,100,000 4 A percentage of AUM, Fixed fees, Performance Based
VIRTUS ADVISERS, LLC
One Financial Plaza,
Hartford, CT, 06103
168955 $567,136,304 10 A percentage of AUM, Fixed fees
CONNING INVESTMENT PRODUCTS, INC.
One Financial Plaza,
Hartford, CT, 06103
120387 $486,460,862 3 A percentage of AUM

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