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 West Hartford is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in West Hartford & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in West Hartford, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 10 non-vetted financial advisors in West Hartford, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in West 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 |
---|---|---|---|---|
APELLA WEALTH 65 Memorial Drive, Suite C340 West Hartford, CT, 06107 | 171106 | $3,349,019,931 | 8605 | A percentage of AUM, Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.) |
FAIRVIEW CAPITAL PARTNERS, LLC 75 Isham Road, Suite 200 West Hartford, CT, 06107 | 161258 | $2,676,860,420 | 26 | A percentage of AUM, Performance Based |
YHB INVESTMENT ADVISORS INC 29 South Main Street, Suite 306 West Hartford, CT, 06107-2417 | 105434 | $1,746,994,000 | 2731 | A percentage of AUM, Hourly charges, Fixed fees |
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC 75 Isham Road, 4th Floor West Hartford, CT, 06107 | 130289 | $1,575,142,059 | 5 | Performance Based, Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL) |
RMC INVESTMENT ADVISORS 643 Prospect Avenue, West Hartford, CT, 06105 | 104674 | $950,766,145 | 828 | A percentage of AUM |
FIERSTON FINANCIAL GROUP INC 29 South Main St, Suite 302 West Hartford, CT, 06107 | 105003 | $942,560,611 | 932 | A percentage of AUM, Hourly charges, Fixed fees |
HFM WEALTH MANAGEMENT 65 Lasalle Road Ste 307, West Hartford, CT, 06107 | 105039 | $712,971,742 | 186 | A percentage of AUM, Hourly charges, Fixed fees |
CONIFER INVESTMENTS LTD 65 Lasalle Road, Suite 402 West Hartford, CT, 06107 | 106159 | $412,870,388 | 88 | A percentage of AUM, Fixed fees |
MULLANEY KEATING & WRIGHT INC 29 South Main Street, Suite 212 West Hartford, CT, 06107 | 110743 | $326,335,637 | 485 | A percentage of AUM, Hourly charges, Fixed fees |
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC 75 Isham Road, Suite 200 West Hartford, CT, 06107 | 159304 | $215,483,170 | 1 | A percentage of AUM |
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