Written by investor.com
April 07, 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 April 07, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Connecticut are as follows:
- Must be rated 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 |
|
$345.8 million | 223 | 6 | $1.6 million |
| AdviceOne Advisory Services |
|
$1.1 billion | 1,253 | 15 | $915,864 |
| Araglan Capital Management |
|
$10.0 million | 20 | 1 | $500,000 |
| Argus Investors' Counsel |
|
$128.3 million | 291 | 6 | $440,845 |
| Armstrong Financial Strategies |
|
$20.0 million | 24 | 1 | $833,091 |
| Asset Strategies |
|
$140.6 million | 143 | 2 | $983,094 |
| BakerAvenue |
|
$1.9 billion | 737 | 18 | $2.6 million |
| Baxter Investment Management |
|
$673.5 million | 414 | 5 | $1.6 million |
| Beacon Capital |
|
$48.1 million | 94 | 1 | $511,768 |
| Beirne Wealth Consulting Services |
|
$1.9 billion | 401 | 5 | $4.7 million |
| Bourgeon Capital Management |
|
$760.1 million | 283 | 2 | $2.7 million |
| Bridge Investment Group |
|
$43.3 billion | 122 | 4 | $355.1 million |
| Briggs Wealth Management |
|
$195.1 million | 104 | 2 | $1.9 million |
| Bright Asset Management |
|
$47.8 million | 28 | 1 | $1.7 million |
| Brynwood Partners |
|
$2.5 billion | 4 | 10 | $622.9 million |
| Capital Planning Consultants |
|
$31.5 million | 74 | 1 | $425,955 |
| Cardinal Capital Management |
|
$3.2 billion | 43 | 7 | $75.3 million |
| Cartesian Capital Group |
|
$1.4 billion | 8 | 20 | $169.2 million |
| Charter Research & Investment Group |
|
$215.8 million | 153 | 3 | $1.4 million |
| Chilton Investment Services |
|
$5.4 billion | 1,195 | 2 | $4.6 million |
| Clinton Investment Management |
|
$1.7 billion | 716 | 6 | $2.4 million |
| Compass Asset Management |
|
$461.3 million | 323 | 4 | $1.4 million |
| Connecticut Wealth Management |
|
$2.1 billion | 1,269 | 36 | $1.7 million |
| Cruice Financial Organization |
|
$170.3 million | 317 | 6 | $537,074 |
| Diamant Asset Management |
|
$180.7 million | 61 | 3 | $3.0 million |
| Dockside Wealth Advisors |
|
$56.1 million | 36 | 1 | $1.6 million |
| Drum Hill Capital |
|
$157.1 million | 70 | 3 | $2.2 million |
| Eagle Ridge Investment Management |
|
$989.9 million | 394 | 2 | $2.5 million |
| Edgehill Endowment Partners |
|
$2.1 billion | 5 | 12 | $415.5 million |
| Exencial Wealth Advisors |
|
$3.8 billion | 4,629 | 45 | $814,352 |
| Fairfield, Bush & Co |
|
$365.3 million | 225 | 3 | $1.6 million |
| FCI Advisors |
|
$12.8 billion | 4,923 | 41 | $2.6 million |
| Fierston Financial Group |
|
$718.3 million | 311 | 2 | $2.3 million |
| Financial Answers |
|
$0.0 | 118 | 1 | $0.0 |
| Financial Vision Advisory Services |
|
$58.8 million | 149 | 1 | $394,679 |
| Firethorn Capital |
|
$39.3 million | 65 | 2 | $604,519 |
| Founders Capital Management |
|
$543.9 million | 162 | 4 | $3.4 million |
| Gillespie Robinson & Grimm |
|
$1.5 billion | 273 | 4 | $5.5 million |
| Gilman Hill Asset Management |
|
$623.1 million | 286 | 4 | $2.2 million |
| Granite Group Advisors |
|
$699.2 million | 133 | 1 | $5.3 million |
| Greenwich Financial Advisors |
|
$33.9 million | 42 | 2 | $808,268 |
| Greenwich Wealth Management |
|
$2.0 billion | 397 | 8 | $5.2 million |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| GSB Wealth Management |
|
$452.0 million | 790 | 8 | $572,108 |
| Haviland & Sams |
|
$0.0 | 91 | 2 | $0.0 |
| Heritage Capital |
|
$93.7 million | 130 | 3 | $720,786 |
| HFM Wealth Management |
|
$715.7 million | 197 | 6 | $3.6 million |
| Hooker & Holcombe Investment Advisors |
|
$477.5 million | 72 | 5 | $6.6 million |
| HTG Investment Advisors |
|
$719.2 million | 361 | 12 | $2.0 million |
| ITS Asset Management |
|
$285.8 million | 1,046 | 2 | $273,191 |
| Jackson, Grant Investment Advisers |
|
$421.6 million | 99 | 5 | $4.3 million |
| Johnson Brunetti |
|
$1.2 billion | 4,574 | 18 | $258,699 |
| Kanner Financial Services |
|
$73.3 million | 124 | 2 | $591,067 |
| Karpas Strategies |
|
$383.3 million | 47 | 2 | $8.2 million |
| Karpreilly |
|
$901.2 million | 8 | 14 | $112.7 million |
| L Catterton |
|
$24.4 billion | 62 | 135 | $393.7 million |
| Ladd Capital Management |
|
$116.9 million | 66 | 3 | $1.8 million |
| Lapides Asset Management |
|
$204.6 million | 6 | 5 | $34.1 million |
| Lifestyle Financial Strategies |
|
$24.8 million | 30 | 1 | $825,177 |
| Lucerne Capital Management |
|
$557.5 million | 8 | 3 | $69.7 million |
| Main Street Research |
|
$1.7 billion | 845 | 11 | $2.0 million |
| Marcum Wealth |
|
$2.3 billion | 2,613 | 34 | $861,396 |
| Mark Sheptoff Financial Planning |
|
$376.3 million | 235 | 1 | $1.6 million |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| MJP Wealth Advisors |
|
$853.4 million | 1,016 | 10 | $839,990 |
| Moneco Advisors |
|
$1.0 billion | 1,952 | 30 | $528,839 |
| Monte Financial Group |
|
$332.4 million | 353 | 5 | $941,665 |
| Netherby Advisors |
|
$19.7 million | 8 | 2 | $2.5 million |
| NEW England Asset Management |
|
$100.5 billion | 116 | 42 | $866.0 million |
| New England Capital Financial Advisors |
|
$440.6 million | 1,091 | 5 | $403,832 |
| Northeast Financial |
|
$3.7 billion | 264 | 2 | $14.0 million |
| Otter Creek Advisors |
|
$265.0 million | 14 | 3 | $18.9 million |
| Palisades Hudson Asset Management |
|
$1.4 billion | 153 | 9 | $9.0 million |
| Peattie Capital Management |
|
$31.6 million | 35 | 1 | $902,857 |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
| Premier Wealth Advisors |
|
$343.3 million | 323 | 7 | $1.1 million |
| RB Capital Management |
|
$628.3 million | 598 | 11 | $1.1 million |
| Redhawk Wealth Advisors |
|
$1.2 billion | 2,168 | 35 | $557,881 |
| Retirement Doctor |
|
$43.7 million | 77 | 1 | $568,093 |
| RFE Management Corporation |
|
$706.9 million | 6 | 12 | $117.8 million |
| RMC Investment Advisors |
|
$852.1 million | 393 | 7 | $2.2 million |
| Rubicon Technology Management |
|
$3.8 billion | 9 | 21 | $422.7 million |
| RZH Advisors |
|
$1.4 billion | 394 | 7 | $3.6 million |
| SAGEbroadview Wealth Management |
|
$270.5 million | 138 | 6 | $2.0 million |
| Salzman Financial Management |
|
$39.9 million | 56 | 1 | $713,317 |
| Sasco Capital |
|
$866.0 million | 5 | 3 | $173.2 million |
| Seacrest Wealth Management |
|
$1.1 billion | 1,824 | 43 | $611,177 |
| Sierra Capital |
|
$1.4 billion | 70 | 4 | $19.6 million |
| Sightline Wealth Advisors |
|
$215.7 million | 259 | 3 | $832,799 |
| SKY Investment Group |
|
$682.6 million | 367 | 8 | $1.9 million |
| Sound Shore Management |
|
$2.8 billion | 412 | 6 | $6.8 million |
| Southport Station Financial Management |
|
$157.6 million | 193 | 3 | $816,654 |
| Spivak Asset Management |
|
$256.4 million | 63 | 1 | $4.1 million |
| Symmetry Partners |
|
$6.5 billion | 12,118 | 20 | $537,290 |
| Talson Capital Management |
|
$484.9 million | 32 | 4 | $15.2 million |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| Wealth Protection Management |
|
$11.4 million | 8 | 1 | $1.4 million |
| Wealthguard |
|
$0.0 | 1 | 1 | $0.0 |
| Wealthspire Advisors |
|
$16.3 billion | 6,622 | 150 | $2.5 million |
| YHB Investment Advisors |
|
$1.6 billion | 1,033 | 15 | $1.5 million |
More Top Firms by State
About the Editorial Team
investor.com
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