Best Financial Advisors in FARMINGTON, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in FARMINGTON
NEW ENGLAND ASSET MANAGEMENT, INC.
FARMINGTON, CT · Since 1984
HORIZON TECHNOLOGY FINANCE
FARMINGTON, CT · Since 2010
U.S.A. FINANCIAL & TAX SERVICES, LLC
FARMINGTON, CT · Since 2025
WMGNA
FARMINGTON, CT · Since 2024
MEDALLION WEALTH ADVISORS, LLC
FARMINGTON, CT · Since 2019
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
FARMINGTON, CT · Since 2015
MJP WEALTH ADVISORS
FARMINGTON, CT · Since 2004
PASI INVESTMENTS, LLC
FARMINGTON, CT · Since 2008
CONNECTICUT WEALTH MANAGEMENT, LLC
FARMINGTON, CT · Since 2012
SYMETRA INVESTMENT MANAGEMENT COMPANY
FARMINGTON, CT · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in FARMINGTON?
The median advisory fee in FARMINGTON, CT is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.