Best Financial Advisor Firms Connecticut 2023

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Written by investor.com

November 08, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Connecticut.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Connecticut, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Connecticut are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Connecticut.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
5th Street Advisors 5/5 Stars $345.8 million 223 6 $1.6 million
Advanced Capital Advisors 5/5 Stars $105.0 million 190 1 $552,631
AdviceOne Advisory Services 5/5 Stars $1.1 billion 1,253 15 $915,864
Apella Wealth 5/5 Stars $2.5 billion 2,903 31 $853,655
Araglan Capital Management 5/5 Stars $10.0 million 20 1 $500,000
Argus Investors' Counsel 5/5 Stars $128.3 million 291 6 $440,845
Armstrong Financial Strategies 5/5 Stars $19.4 million 27 1 $716,789
Asset Strategies 5/5 Stars $140.6 million 143 2 $983,094
Avity Investment Management 5/5 Stars $1.5 billion 273 4 $5.5 million
Baxter Investment Management 5/5 Stars $673.5 million 414 5 $1.6 million
Beacon Capital 5/5 Stars $48.1 million 94 1 $511,768
Beirne 5/5 Stars $1.9 billion 401 5 $4.7 million
Bourgeon Capital Management 5/5 Stars $760.1 million 283 2 $2.7 million
Briggs Wealth Management 5/5 Stars $195.1 million 104 2 $1.9 million
Bright Asset Management 5/5 Stars $47.8 million 28 1 $1.7 million
Capital Planning Consultants 5/5 Stars $31.5 million 74 1 $425,955
Cardinal Capital Management 5/5 Stars $3.2 billion 43 7 $75.3 million
Castlekeep Investment Advisors 5/5 Stars $636.4 million 86 3 $7.4 million
Charter Research & Investment Group 5/5 Stars $215.8 million 153 3 $1.4 million
Clinton Investment Management 5/5 Stars $1.7 billion 716 6 $2.4 million
Compass Wealth Management 5/5 Stars $461.3 million 323 4 $1.4 million
Connecticut Wealth Management 5/5 Stars $2.1 billion 1,269 44 $1.7 million
Context Capital Management 5/5 Stars $1.8 billion 3 6 $594.0 million
Cruice Financial Organization OR CFO Capital Management 5/5 Stars $170.3 million 317 6 $537,074
D/B/A Berger Advisory Services 5/5 Stars $3.8 million 35 1 $107,875
Diamant Asset Management 5/5 Stars $180.7 million 61 3 $3.0 million
Drum Hill Capital 5/5 Stars $157.1 million 70 3 $2.2 million
Eagle Ridge Investment Management 5/5 Stars $989.9 million 394 2 $2.5 million
Energy Income Partners 5/5 Stars $5.1 billion 150 1 $34.2 million
Eqis Capital Management 5/5 Stars $1.4 billion 12,756 13 $112,275
Fairfield, Bush & Co 5/5 Stars $365.3 million 227 3 $1.6 million
FCI Advisors 5/5 Stars $12.8 billion 4,923 41 $2.6 million
Fenwick Investments 5/5 Stars $8.5 million 57 1 $148,276
Fierston Financial Group 5/5 Stars $718.3 million 311 2 $2.3 million
Financial Vision Advisory Services 5/5 Stars $58.8 million 149 1 $394,679
Firethorn Capital 5/5 Stars $39.3 million 65 2 $604,519
Fiscal Dynamics Incorporated 5/5 Stars $27.9 million 50 2 $558,070
Founders Capital Management 5/5 Stars $543.9 million 162 4 $3.4 million
Fremont Wealth Management 5/5 Stars $27.8 million 76 1 $365,921
FSC Wealth Advisors 5/5 Stars $220.6 million 1,160 6 $190,182
Gilman Hill Asset Management 5/5 Stars $623.1 million 286 4 $2.2 million
Granite Group Advisors 5/5 Stars $600.5 million 145 1 $4.1 million
Greenwich Financial Advisors 5/5 Stars $33.9 million 42 2 $808,268
GSB Wealth Management 5/5 Stars $452.0 million 790 8 $572,108
Heritage Capital 5/5 Stars $93.7 million 130 3 $720,786
HFM Wealth Management 5/5 Stars $715.7 million 197 6 $3.6 million
HTG Investment Advisors 5/5 Stars $719.2 million 361 12 $2.0 million
Investors Capital Management 5/5 Stars $53.0 million 51 2 $1.0 million
ITS Asset Management 5/5 Stars $285.8 million 1,046 2 $273,191
Jackson, Grant Investment Advisers 5/5 Stars $421.6 million 99 5 $4.3 million
Jeffrey N. Mehler, CFP 5/5 Stars $295.3 million 182 2 $1.6 million
Johnson Brunetti 5/5 Stars $1.2 billion 4,574 18 $258,699
Kanner Financial Services 5/5 Stars $73.3 million 124 2 $591,067
Karpas Strategies 5/5 Stars $383.3 million 47 2 $8.2 million
Ladd Capital Management 5/5 Stars $116.9 million 66 3 $1.8 million
Lapides Asset Management 5/5 Stars $204.6 million 6 5 $34.1 million
Lifestyle Financial Strategies 5/5 Stars $24.8 million 30 1 $825,177
Loretta Nolan Associates 5/5 Stars $98.4 million 51 1 $1.9 million
Main Street Research 5/5 Stars $1.7 billion 845 11 $2.0 million
Marcum Wealth 5/5 Stars $2.3 billion 2,613 34 $861,396
Mark Sheptoff Financial Planning 5/5 Stars $376.3 million 235 1 $1.6 million
MBS Mantra 5/5 Stars $5.0 million 5 1 $1.0 million
MJP Wealth Advisors 5/5 Stars $853.4 million 1,016 10 $839,990
Monte Financial Group 5/5 Stars $332.4 million 353 5 $941,665
Mullaney Keating & Wright 5/5 Stars $298.4 million 194 4 $1.5 million
Myfinancialpro 5/5 Stars $56.1 million 36 1 $1.6 million
National Christian Financial Advisors 5/5 Stars $4.3 million 67 1 $64,564
Netherby Advisors 5/5 Stars $19.7 million 8 2 $2.5 million
NEW England Asset Management 5/5 Stars $100.5 billion 116 42 $866.0 million
New England Capital Financial Advisors 5/5 Stars $440.6 million 1,091 5 $403,832
Norfield Capital 5/5 Stars $9.9 million 51 2 $194,324
Northeast Financial 5/5 Stars $3.7 billion 264 2 $14.0 million
OAK Grove Management 5/5 Stars $21.5 million 13 1 $1.7 million
Open Circle Wealth Partners 5/5 Stars $23.1 million 17 2 $1.4 million
Palisades Hudson Asset Management 5/5 Stars $1.4 billion 153 9 $9.0 million
Parker Wealth Management 5/5 Stars $12.8 million 22 1 $579,545
Peattie Capital Management 5/5 Stars $31.6 million 35 1 $902,857
PJS Financial Advisory Services 5/5 Stars $48.6 million 44 1 $1.1 million
Premier Wealth Advisors 5/5 Stars $343.3 million 323 7 $1.1 million
RB Capital Management 5/5 Stars $628.3 million 598 11 $1.1 million
Retirement Doctor 5/5 Stars $43.7 million 77 1 $568,093
RMC Investment Advisors 5/5 Stars $852.1 million 393 7 $2.2 million
RZH Advisors 5/5 Stars $1.4 billion 394 7 $3.6 million
Salzman Financial Management 5/5 Stars $39.9 million 56 1 $713,317
Sasco Capital 5/5 Stars $866.0 million 5 3 $173.2 million
Scholtz & Company 5/5 Stars $275.7 million 200 4 $1.4 million
Sierra Capital 5/5 Stars $1.4 billion 70 4 $19.6 million
Sightline Wealth Advisors 5/5 Stars $215.7 million 259 3 $832,799
SKY Investment Group 5/5 Stars $682.6 million 367 8 $1.9 million
Sound Shore Management 5/5 Stars $2.8 billion 412 6 $6.8 million
Southport Station Financial Management 5/5 Stars $157.6 million 193 3 $816,654
Spivak Asset Management 5/5 Stars $256.4 million 63 1 $4.1 million
Symmetry Partners 5/5 Stars $6.5 billion 12,118 20 $537,290
Talson Capital Management 5/5 Stars $489.2 million 33 4 $14.8 million
Titan Advisors 5/5 Stars $2.0 billion 45 16 $44.5 million
Washington Trust Advisors 5/5 Stars $1.8 billion 749 6 $2.3 million
WAX Asset Management 5/5 Stars $70.3 million 70 1 $1.0 million
Wealth Protection Management 5/5 Stars $11.4 million 8 1 $1.4 million
Wooster Corthell Wealth Management 5/5 Stars $388.7 million 312 3 $1.2 million
YHB Investment Advisors 5/5 Stars $1.6 billion 1,033 15 $1.5 million

More Top Firms by State




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