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Top Financial Advisor Firms in Connecticut




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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!



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Are you a top firm in Connecticut? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Amanda Holdsworth for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
3D Asset Management 2007 View Locations
5th Street Advisors 2007 View Locations
AdviceOne Advisory Services 2003 View Locations
Advisors Capital Management 2003 View Locations
Alpha Capital Research 2020 View Locations
Argus Investors' Counsel 1960 View Locations
Asset Management Group 1998 View Locations
Asset Strategies 2002 View Locations
BCJ Capital Management 2000 View Locations
BH Asset Management 2010 View Locations
BakerAvenue 2004 View Locations
Baxter Investment Management 1959 View Locations
Belpointe Asset Management 2008 View Locations
Benemark 2005 View Locations
Birinyi Associates 1990 View Locations
Bourgeon Capital Management 1999 View Locations
Bradley Foster & Sargent 1994 View Locations
Briggs Wealth Management 2006 View Locations
Brynwood Partners 2012 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
DSM Capital Partners 2001 View Locations
Diamant Asset Management 1987 View Locations
Drum Hill Capital 2006 View Locations
Dynamic Wealth Advisors 2011 View Locations
Eagle Ridge Investment Management 2008 View Locations
Energy Income Partners 2006 View Locations
Exencial Wealth Advisors 2004 View Locations
FSC Wealth Advisors 2010 View Locations
Fairfield, Bush & Co 1973 View Locations
Fiduciary Investment Advisors 2006 View Locations
Fierston Financial Group 1989 View Locations
First Affirmative Financial Network 1999 View Locations
Founders Capital Management 2002 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
Hightower Advisors 2008 View Locations
Hooker & Holcombe Investment Advisors 2003 View Locations
Interactive Financial Advisors 2005 View Locations
Jackson, Grant Investment Advisers 1999 View Locations
Jeffrey N. Mehler, CFP 2006 View Locations
Karn, Couzens & Associates 2004 View Locations
Karpas Strategies 1999 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
Mark Sheptoff Financial Planning 2000 View Locations
McClain Value Management 2006 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Merit Financial Advisors 2007 View Locations
Monte Financial Group 2009 View Locations
Mullaney Keating & Wright 1994 View Locations
New England Guild Wealth Advisors 1991 View Locations
NorthCoast Asset Management 2000 View Locations
Northeast Financial 2001 View Locations
O'Shaughnessy Asset Management 2007 View Locations
Offit Capital 2007 View Locations
Palisades Hudson Asset Management 1998 View Locations
Personal Business Management Group 1981 View Locations
Pettee Investors 1989 View Locations
Private Capital Group 2003 View Locations
RB Capital Management 2003 View Locations
RMC Investment Advisors 1984 View Locations
RZH Advisors 2010 View Locations
Raylign Advisory 2007 View Locations
Redhawk Wealth Advisors 2008 View Locations
Regent Wealth Management Group 2001 View Locations
SKY Investment Group 2005 View Locations
Sagebroadview Wealth Management 2015 View Locations
Sasco Capital 1985 View Locations
Scholtz & Co 2013 View Locations
Segal Marco Advisors 2002 View Locations
Shoreline Financial Advisors 2008 View Locations
Snowden Capital Advisors 2011 View Locations
Southport Station Financial Management 2008 View Locations
Stancorp Investment Advisers 2000 View Locations
Sustainable Growth Advisers 2003 View Locations
Symmetry Partners 2002 View Locations
THB Asset Management 1997 View Locations
Talson Capital Management 2013 View Locations
The Mather Group 2011 View Locations
The Pinnacle Financial Group 2012 View Locations
U.S. Wealth Management 1998 View Locations
Wealthspire Advisors 1995 View Locations
Willingdon Wealth Management 2004 View Locations
Wright Investors Service 1996 View Locations
YHB Investment Advisors 1990 View Locations


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