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
Top-Ranked Advisors in WINDSOR
#1
100
WEALTHSHAPE LLC
WINDSOR, CT · Since 2026
$109M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
92
VOYA RETIREMENT ADVISORS, LLC
WINDSOR, CT · Since 2000
$37.5B AUM121 clientsFee: 0%
FiduciaryFee-Only1 complaint
#3
45
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 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 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.