Best Financial Advisors in WINDSOR, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$3.9B
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in WINDSOR
#1
82
WEALTHSHAPE LLC
WINDSOR, CT · Since 2026
$109M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
VOYA RETIREMENT ADVISORS, LLC
WINDSOR, CT · Since 2000
$37.5B AUM121 clientsFee: 0%
FiduciaryFee-Only1 complaint
#3
VOYA FINANCIAL ADVISORS, INC.
WINDSOR, CT · Since 1994
$3.9B AUM638 clientsFee: 0%
Broker-Dealer5 complaints
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WINDSOR?
The median advisory fee in WINDSOR, CT is 0.95% of assets under management per year, based on Form ADV filings from 3 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.