Best Financial Advisors in Connecticut
496 SEC-registered advisory firms across 61 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Connecticut
Top-Ranked Advisors in Connecticut
Page 1 of 20 · 496 firms
CONNING, INC.
HARTFORD, CT · Since 1983
HARTFORD INVESTMENT MANAGEMENT COMPANY
HARTFORD, CT · Since 1996
USI ADVISORS
GLASTONBURY, CT · Since 1999
SYMMETRY PARTNERS
GLASTONBURY, CT · Since 2002
SUSTAINABLE GROWTH ADVISERS, LP
STAMFORD, CT · Since 2003
ESSEX FINANCIAL SERVICES, INC.
ESSEX, CT · Since 2003
CARRINGTON CAPITAL MANAGEMENT, LLC
OLD GREENWICH, CT · Since 2011
CLINTON INVESTMENT MANAGEMENT, LLC
STAMFORD, CT · Since 2008
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
STAMFORD, CT · Since 2007
OXFORD LANE MANAGEMENT, LLC
GREENWICH, CT · Since 2010
STERLING INVESTMENT PARTNERS ADVISERS, LLC
GREENWICH, CT · Since 2012
YHB INVESTMENT ADVISORS INC
WEST HARTFORD, CT · Since 1990
NEW ENGLAND ASSET MANAGEMENT, INC.
FARMINGTON, CT · Since 1984
PORTFOLIO ADVISORS LLC
DARIEN, CT · Since 1994
BASSO CAPITAL MANAGEMENT, L.P.
STAMFORD, CT · Since 2005
GREENWICH WEALTH MANAGEMENT, LLC
GREENWICH, CT · Since 2008
AMG FUNDS LLC
STAMFORD, CT · Since 1999
LIME ROCK
WESTPORT, CT · Since 2012
DOCK STREET CAPITAL MANAGEMENT LLC
WESTPORT, CT · Since 2012
HILDENE CAPITAL MANAGEMENT
STAMFORD, CT · Since 2012
ATLAS HOLDINGS LLC
GREENWICH, CT · Since 2012
CLEARVIEW CAPITAL, L.P.
STAMFORD, CT · Since 2012
A&M CAPITAL
GREENWICH, CT · Since 2013
NORTHCOAST ASSET MANAGEMENT LLC
STAMFORD, CT · Since 2015
WRIGHT INVESTORS SERVICE INC
SHELTON, CT · Since 1996
About Financial Advisors in Connecticut
How many financial advisors are registered in Connecticut?
There are 496 SEC-registered investment advisory firms in Connecticut, spread across 61 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Connecticut?
The median advisory fee in Connecticut is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.