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
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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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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