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Best Financial Advisor Firms Connecticut 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Connecticut.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Connecticut, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 24, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Connecticut are as followed:

  • Must be Trusted by investor.com.
  • 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
5th Street Advisors 2007 View Locations
AdviceOne Advisory Services 2003 View Locations
Araglan Capital Management 2010 View Locations
Argus Investors' Counsel 1960 View Locations
Armstrong Financial Strategies 2001 View Locations
Aspetuck Financial Management 2012 View Locations
Asset Management Group 1998 View Locations
Asset Strategies 2002 View Locations
BakerAvenue 2004 View Locations
Barron Financial Group 2006 View Locations
Baxter Investment Management 1959 View Locations
Beacon Capital 1999 View Locations
Beirne Wealth Consulting Services 2013 View Locations
Benemark 2005 View Locations
Bourgeon Capital Management 1999 View Locations
Briggs Wealth Management 2006 View Locations
Bright Asset Management 2012 View Locations
Brynwood Partners 2012 View Locations
Capital Planning Consultants 1983 View Locations
Cardinal Capital Management 1995 View Locations
Cartesian Capital Group 2012 View Locations
Castlekeep Investment Advisors 2001 View Locations
Charter Research & Investment Group 1990 View Locations
Chilton Investment Services 2011 View Locations
Clinton Investment Management 2008 View Locations
Compass Asset Management 1997 View Locations
Connecticut Wealth Management 2012 View Locations
Context Capital Management 2005 View Locations
Cruice Financial Organization OR CFO Capital Management 1987 View Locations
Diamant Asset Management 1987 View Locations
Dockside Wealth Advisors 2005 View Locations
Drum Hill Capital 2006 View Locations
Dynamic Wealth Advisors 2011 View Locations
Eagle Ridge Investment Management 2008 View Locations
Edgehill Endowment Partners 2014 View Locations
Exencial Wealth Advisors 2004 View Locations
FCI Advisors 1995 View Locations
FSC Wealth Advisors 2010 View Locations
Fairfield, Bush & Co 1973 View Locations
Fierston Financial Group 1989 View Locations
Financial Answers 2012 View Locations
Financial Strategies Investment Advisor Services 2002 View Locations
Financial Vision Advisory Services 2003 View Locations
Firethorn Capital 2006 View Locations
First Affirmative Financial Network 1999 View Locations
Fiscal Dynamics Incorporated 2012 View Locations
Founders Capital Management 2002 View Locations
Fremont Wealth Management 2012 View Locations
GSB Wealth Management 2003 View Locations
Gillespie Robinson & Grimm 1970 View Locations
Gilman Hill Asset Management 2007 View Locations
Granite Group Advisors 2003 View Locations
Greenwich Wealth Management 2008 View Locations
Griffin Asset Management 1971 View Locations
HFM Wealth Management 1989 View Locations
HTG Investment Advisors 1998 View Locations
Haviland & Sams 2003 View Locations
Heritage Capital 2012 View Locations
Hooker & Holcombe Investment Advisors 2003 View Locations
Interactive Financial Advisors 2005 View Locations
Jackson, Grant Investment Advisers 1999 View Locations
Kanner Financial Services 2007 View Locations
Karn, Couzens & Associates 2004 View Locations
Karpas Strategies 1999 View Locations
Karpreilly 2012 View Locations
L Catterton 2011 View Locations
Ladd Capital Management 1975 View Locations
Liberty Wealth Advisors 2012 View Locations
Lucerne Capital Management 2001 View Locations
MJP Wealth Advisors 2004 View Locations
Main Street Research 2000 View Locations
Monte Financial Group 2009 View Locations
NEW England Asset Management 1984 View Locations
New England Capital Financial Advisors 1999 View Locations
New England Guild Wealth Advisors 1991 View Locations
NorthCoast Asset Management 2000 View Locations
Northeast Financial 2001 View Locations
OLD Hill Partners 2012 View Locations
Palisades Hudson Asset Management 1998 View Locations
Peattie Capital Management 2007 View Locations
Premier Wealth Advisors 2013 View Locations
Private Capital Group 2003 View Locations
RB Capital Management 2003 View Locations
RFE Management Corporation 2012 View Locations
RMC Investment Advisors 1984 View Locations
RZH Advisors 2010 View Locations
Retirement Doctor 2008 View Locations
SKY Investment Group 2005 View Locations
Sasco Capital 1985 View Locations
Scholtz & Co 2013 View Locations
Shelton Capital Management 1985 View Locations
Shoreline Financial Advisors 2008 View Locations
Sierra Capital 2000 View Locations
Southport Station Financial Management 2008 View Locations
Springboard Asset Management 2010 View Locations
Summit Asset Management 1999 View Locations
Symmetry Partners 2002 View Locations
Talson Capital Management 2013 View Locations
U.S. Wealth Management 1998 View Locations
YHB Investment Advisors 1990 View Locations


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