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Find The Best Financial Advisors in West 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 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

How To Find The Best Financial Advisors in West Hartford, Connecticut

Last Updated - 17-Mar-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 5 vetted financial advisors and 36 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 23 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 West Hartford, Connecticut

advisor-photo

Robert Tubridy

CT Financial Partners

180 Glastonbury Blvd.
Suite 102

Glastonbury, CT 06033

860-430-9064

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Al Hargrave

Willington Financial

384K Merrow Rd

Tolland, CT 06084

860-684-4470

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Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203-500-8527

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Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203-389-3553

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Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

Top Financial Advisor Firms in Connecticut (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
GYL FINANCIAL SYNERGIES, LLC
75 Isham Road, Suite 310 West Hartford, CT 6107
284758 $5,316,699,381 4693 A percentage of AUM
Hourly charges
Fixed fees
FAIRVIEW CAPITAL PARTNERS, INC.
75 Isham Road, Suite 200 West Hartford, CT 6107
161258 $3,511,697,688 23 A percentage of AUM
Performance Based
YHB INVESTMENT ADVISORS INC
29 South Main Street, Suite 306 West Hartford, CT 06107-2417
105434 $1,958,687,000 2500 A percentage of AUM
Hourly charges
Fixed fees
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
75 Isham Road, 4th Floor West Hartford, CT 6107
130289 $1,166,984,935 4 Performance Based
Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL)
WEALTHSPIRE ADVISORS
29 South Main Street, Suite 300 West Hartford, CT 6107
126665 $1,012,843,208 1794 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
RMC INVESTMENT ADVISORS
643 Prospect Avenue, West Hartford, CT 6105
104674 $1,000,603,820 811 A percentage of AUM
FIERSTON FINANCIAL GROUP INC
29 South Main St, Suite 302 West Hartford, CT 6107
105003 $835,963,837 910 A percentage of AUM
Hourly charges
Fixed fees
CONIFER INVESTMENTS LTD
65 Lasalle Road, Suite 402 West Hartford, CT 6107
106159 $416,971,139 55 A percentage of AUM
Fixed fees
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
75 Isham Road, Suite 200 West Hartford, CT 6107
159304 $360,604,802 1 A percentage of AUM
MULLANEY KEATING & WRIGHT INC
29 South Main Street, Suite 212 West Hartford, CT 6107
110743 $324,938,557 471 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
Barbara Taylor-Hatje - Morgan Stanley
Inquire with Barbara
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7114
Camille Gagliardi
Inquire with Camille
57 N Main St, West Hartford, CT 06107 860-313-1313
Morgan Stanley Financial Advisors
Inquire with Morgan
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7100
Douglas M. Gordon
Inquire with Douglas
65 LaSalle Rd, Ste 200 West Hartford, CT 06107 860-313-4814
The Willow Group
Inquire with Willow
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7138
Gary Gray
Inquire with Gary
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7138
Cammi Oyabe
Inquire with Cammi
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7157
James A Rooney
Inquire with James
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7126
The McCormick Group
Inquire with McCormick
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7130
The Perry Egress Group
Inquire with Perry
433 South Main St., Suite 100 West Hartford, CT 06110 860-313-7149

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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