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 |
|
$345.8 million | 223 | 6 | $1.6 million |
| Advanced Capital Advisors |
|
$105.0 million | 190 | 1 | $552,631 |
| AdviceOne Advisory Services |
|
$1.1 billion | 1,253 | 15 | $915,864 |
| Apella Wealth |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Araglan Capital Management |
|
$10.0 million | 20 | 1 | $500,000 |
| Argus Investors' Counsel |
|
$128.3 million | 291 | 6 | $440,845 |
| Armstrong Financial Strategies |
|
$19.4 million | 27 | 1 | $716,789 |
| Asset Strategies |
|
$140.6 million | 143 | 2 | $983,094 |
| Avity Investment Management |
|
$1.5 billion | 273 | 4 | $5.5 million |
| Baxter Investment Management |
|
$673.5 million | 414 | 5 | $1.6 million |
| Beacon Capital |
|
$48.1 million | 94 | 1 | $511,768 |
| Beirne |
|
$1.9 billion | 401 | 5 | $4.7 million |
| Bourgeon Capital Management |
|
$760.1 million | 283 | 2 | $2.7 million |
| Briggs Wealth Management |
|
$195.1 million | 104 | 2 | $1.9 million |
| Bright Asset Management |
|
$47.8 million | 28 | 1 | $1.7 million |
| Capital Planning Consultants |
|
$31.5 million | 74 | 1 | $425,955 |
| Cardinal Capital Management |
|
$3.2 billion | 43 | 7 | $75.3 million |
| Castlekeep Investment Advisors |
|
$636.4 million | 86 | 3 | $7.4 million |
| Charter Research & Investment Group |
|
$215.8 million | 153 | 3 | $1.4 million |
| Clinton Investment Management |
|
$1.7 billion | 716 | 6 | $2.4 million |
| Compass Wealth Management |
|
$461.3 million | 323 | 4 | $1.4 million |
| Connecticut Wealth Management |
|
$2.1 billion | 1,269 | 44 | $1.7 million |
| Context Capital Management |
|
$1.8 billion | 3 | 6 | $594.0 million |
| Cruice Financial Organization OR CFO Capital Management |
|
$170.3 million | 317 | 6 | $537,074 |
| D/B/A Berger Advisory Services |
|
$3.8 million | 35 | 1 | $107,875 |
| Diamant Asset Management |
|
$180.7 million | 61 | 3 | $3.0 million |
| Drum Hill Capital |
|
$157.1 million | 70 | 3 | $2.2 million |
| Eagle Ridge Investment Management |
|
$989.9 million | 394 | 2 | $2.5 million |
| Energy Income Partners |
|
$5.1 billion | 150 | 1 | $34.2 million |
| Eqis Capital Management |
|
$1.4 billion | 12,756 | 13 | $112,275 |
| Fairfield, Bush & Co |
|
$365.3 million | 227 | 3 | $1.6 million |
| FCI Advisors |
|
$12.8 billion | 4,923 | 41 | $2.6 million |
| Fenwick Investments |
|
$8.5 million | 57 | 1 | $148,276 |
| Fierston Financial Group |
|
$718.3 million | 311 | 2 | $2.3 million |
| Financial Vision Advisory Services |
|
$58.8 million | 149 | 1 | $394,679 |
| Firethorn Capital |
|
$39.3 million | 65 | 2 | $604,519 |
| Fiscal Dynamics Incorporated |
|
$27.9 million | 50 | 2 | $558,070 |
| Founders Capital Management |
|
$543.9 million | 162 | 4 | $3.4 million |
| Fremont Wealth Management |
|
$27.8 million | 76 | 1 | $365,921 |
| FSC Wealth Advisors |
|
$220.6 million | 1,160 | 6 | $190,182 |
| Gilman Hill Asset Management |
|
$623.1 million | 286 | 4 | $2.2 million |
| Granite Group Advisors |
|
$600.5 million | 145 | 1 | $4.1 million |
| Greenwich Financial Advisors |
|
$33.9 million | 42 | 2 | $808,268 |
| GSB Wealth Management |
|
$452.0 million | 790 | 8 | $572,108 |
| Heritage Capital |
|
$93.7 million | 130 | 3 | $720,786 |
| HFM Wealth Management |
|
$715.7 million | 197 | 6 | $3.6 million |
| HTG Investment Advisors |
|
$719.2 million | 361 | 12 | $2.0 million |
| Investors Capital Management |
|
$53.0 million | 51 | 2 | $1.0 million |
| ITS Asset Management |
|
$285.8 million | 1,046 | 2 | $273,191 |
| Jackson, Grant Investment Advisers |
|
$421.6 million | 99 | 5 | $4.3 million |
| Jeffrey N. Mehler, CFP |
|
$295.3 million | 182 | 2 | $1.6 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 |
| 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 |
| Loretta Nolan Associates |
|
$98.4 million | 51 | 1 | $1.9 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 |
| MBS Mantra |
|
$5.0 million | 5 | 1 | $1.0 million |
| MJP Wealth Advisors |
|
$853.4 million | 1,016 | 10 | $839,990 |
| Monte Financial Group |
|
$332.4 million | 353 | 5 | $941,665 |
| Mullaney Keating & Wright |
|
$298.4 million | 194 | 4 | $1.5 million |
| Myfinancialpro |
|
$56.1 million | 36 | 1 | $1.6 million |
| National Christian Financial Advisors |
|
$4.3 million | 67 | 1 | $64,564 |
| 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 |
| Norfield Capital |
|
$9.9 million | 51 | 2 | $194,324 |
| Northeast Financial |
|
$3.7 billion | 264 | 2 | $14.0 million |
| OAK Grove Management |
|
$21.5 million | 13 | 1 | $1.7 million |
| Open Circle Wealth Partners |
|
$23.1 million | 17 | 2 | $1.4 million |
| Palisades Hudson Asset Management |
|
$1.4 billion | 153 | 9 | $9.0 million |
| Parker Wealth Management |
|
$12.8 million | 22 | 1 | $579,545 |
| Peattie Capital Management |
|
$31.6 million | 35 | 1 | $902,857 |
| PJS Financial Advisory Services |
|
$48.6 million | 44 | 1 | $1.1 million |
| Premier Wealth Advisors |
|
$343.3 million | 323 | 7 | $1.1 million |
| RB Capital Management |
|
$628.3 million | 598 | 11 | $1.1 million |
| Retirement Doctor |
|
$43.7 million | 77 | 1 | $568,093 |
| RMC Investment Advisors |
|
$852.1 million | 393 | 7 | $2.2 million |
| RZH Advisors |
|
$1.4 billion | 394 | 7 | $3.6 million |
| Salzman Financial Management |
|
$39.9 million | 56 | 1 | $713,317 |
| Sasco Capital |
|
$866.0 million | 5 | 3 | $173.2 million |
| Scholtz & Company |
|
$275.7 million | 200 | 4 | $1.4 million |
| 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 |
|
$489.2 million | 33 | 4 | $14.8 million |
| Titan Advisors |
|
$2.0 billion | 45 | 16 | $44.5 million |
| Washington Trust Advisors |
|
$1.8 billion | 749 | 6 | $2.3 million |
| WAX Asset Management |
|
$70.3 million | 70 | 1 | $1.0 million |
| Wealth Protection Management |
|
$11.4 million | 8 | 1 | $1.4 million |
| Wooster Corthell Wealth Management |
|
$388.7 million | 312 | 3 | $1.2 million |
| YHB Investment Advisors |
|
$1.6 billion | 1,033 | 15 | $1.5 million |
More Top Firms by State
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investor.com
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