Best Financial Advisor Firms Connecticut 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Connecticut.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Connecticut are as followed:

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 $368.5 million 212 7 $1.7 million
AdviceOne Advisory Services 5/5 Stars $1.3 billion 1,227 17 $1.1 million
Araglan Capital Management 5/5 Stars $11.1 million 18 1 $613,888
Argus Investors' Counsel 5/5 Stars $168.1 million 209 5 $804,096
Armstrong Financial Strategies 5/5 Stars $20.0 million 24 1 $833,091
Aspetuck Financial Management 5/5 Stars $122.9 million 95 1 $1.3 million
Asset Management Group 5/5 Stars $704.2 million 263 1 $2.7 million
Asset Strategies 5/5 Stars $137.3 million 150 2 $915,053
BakerAvenue 5/5 Stars $2.1 billion 752 17 $2.8 million
Basso Capital Management 5/5 Stars $1.1 billion 6 5 $181.5 million
Baxter Investment Management 5/5 Stars $865.4 million 413 5 $2.1 million
Beacon Capital 5/5 Stars $54.5 million 89 1 $612,513
Beirne Wealth Consulting Services 5/5 Stars $2.2 billion 409 5 $5.4 million
Bourgeon Capital Management 5/5 Stars $819.3 million 285 2 $2.9 million
Briggs Wealth Management 5/5 Stars $213.8 million 105 2 $2.0 million
Bright Asset Management 5/5 Stars $48.6 million 27 1 $1.8 million
Brynwood Partners 5/5 Stars $1.7 billion 4 11 $432.4 million
Capital Planning Consultants 5/5 Stars $35.9 million 78 1 $460,192
Cardinal Capital Management 5/5 Stars $4.4 billion 48 7 $92.2 million
Cartesian Capital Group 5/5 Stars $1.7 billion 8 20 $217.7 million
Charter Research & Investment Group 5/5 Stars $250.3 million 159 3 $1.6 million
Chilton Investment Services 5/5 Stars $5.8 billion 1,015 2 $5.7 million
Clinton Investment Management 5/5 Stars $1.4 billion 520 5 $2.7 million
Compass Asset Management 5/5 Stars $499.6 million 307 4 $1.6 million
Connecticut Wealth Management 5/5 Stars $2.4 billion 1,193 33 $2.0 million
Cruice Financial Organization 5/5 Stars $189.3 million 360 6 $525,816
Diamant Asset Management 5/5 Stars $196.1 million 59 3 $3.3 million
Dockside Wealth Advisors 5/5 Stars $60.4 million 38 1 $1.6 million
Drum Hill Capital 5/5 Stars $169.2 million 68 3 $2.5 million
Eagle Ridge Investment Management 5/5 Stars $1.2 billion 374 2 $3.1 million
Edgehill Endowment Partners 5/5 Stars $2.2 billion 1 11 $2.2 billion
Exencial Wealth Advisors 5/5 Stars $4.4 billion 2,667 45 $1.6 million
FCI Advisors 5/5 Stars $14.5 billion 4,766 40 $3.0 million
Fierston Financial Group 5/5 Stars $836.0 million 308 3 $2.7 million
Financial Answers 5/5 Stars $0.0 110 1 $0.0
Financial Vision Advisory Services 5/5 Stars $61.5 million 207 1 $297,101
Firethorn Capital 5/5 Stars $40.1 million 64 2 $627,250
First Affirmative Financial Network 5/5 Stars $915.8 million 3,379 10 $271,024
Founders Capital Management 5/5 Stars $750.8 million 169 4 $4.4 million
FSC Wealth Advisors 5/5 Stars $218.4 million 1,086 5 $201,120
Gillespie Robinson & Grimm 5/5 Stars $1.7 billion 264 4 $6.6 million
Gilman Hill Asset Management 5/5 Stars $597.1 million 237 4 $2.5 million
Granite Group Advisors 5/5 Stars $699.2 million 133 1 $5.3 million
Greenwich Wealth Management 5/5 Stars $2.5 billion 332 8 $7.5 million
GSB Wealth Management 5/5 Stars $530.0 million 791 8 $670,009
Haviland & Sams 5/5 Stars $0.0 89 2 $0.0
Heritage Capital 5/5 Stars $92.2 million 132 3 $698,125
HFM Wealth Management 5/5 Stars $848.5 million 195 7 $4.4 million
Hooker & Holcombe Investment Advisors 5/5 Stars $543.4 million 72 6 $7.5 million
HTG Investment Advisors 5/5 Stars $814.8 million 349 12 $2.3 million
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
ITS Asset Management 5/5 Stars $335.1 million 1,439 2 $232,880
Jackson, Grant Investment Advisers 5/5 Stars $494.4 million 98 5 $5.0 million
Johnson Brunetti 5/5 Stars $1.1 billion 4,317 14 $257,919
Kanner Financial Services 5/5 Stars $85.7 million 125 2 $685,440
Karn, Couzens & Associates 5/5 Stars $608.5 million 512 5 $1.2 million
Karpas Strategies 5/5 Stars $393.4 million 44 2 $8.9 million
Karpreilly 5/5 Stars $835.6 million 8 14 $104.5 million
L Catterton 5/5 Stars $23.0 billion 56 124 $410.5 million
Ladd Capital Management 5/5 Stars $128.6 million 72 3 $1.8 million
Lapides Asset Management 5/5 Stars $261.5 million 6 4 $43.6 million
Lifestyle Financial Strategies 5/5 Stars $24.8 million 30 1 $825,177
Lucerne Capital Management 5/5 Stars $1.2 billion 10 7 $120.0 million
Main Street Research 5/5 Stars $2.0 billion 823 13 $2.4 million
Marcum Wealth 5/5 Stars $2.0 billion 2,429 33 $839,145
Mark Sheptoff Financial Planning 5/5 Stars $411.4 million 252 1 $1.6 million
Merit Financial Advisors 5/5 Stars $3.7 billion 5,629 90 $654,061
MJP Wealth Advisors 5/5 Stars $905.5 million 977 10 $926,803
Moneco Advisors 5/5 Stars $904.5 million 1,671 28 $541,275
Monte Financial Group 5/5 Stars $343.5 million 338 4 $1.0 million
NEW England Asset Management 5/5 Stars $97.6 billion 113 44 $863.4 million
New England Capital Financial Advisors 5/5 Stars $441.6 million 1,061 5 $416,236
New England Guild Wealth Advisors 5/5 Stars $396.5 million 185 4 $2.1 million
Northeast Financial 5/5 Stars $4.5 billion 246 2 $18.4 million
Otter Creek Advisors 5/5 Stars $207.3 million 12 3 $17.3 million
Palisades Hudson Asset Management 5/5 Stars $1.5 billion 145 9 $10.3 million
Peattie Capital Management 5/5 Stars $45.0 million 50 1 $900,000
Portfolio Solutions 5/5 Stars $1.8 billion 768 10 $2.3 million
Premier Wealth Advisors 5/5 Stars $305.7 million 270 6 $1.1 million
RB Capital Management 5/5 Stars $655.8 million 475 10 $1.4 million
Redhawk Wealth Advisors 5/5 Stars $1.4 billion 1,723 36 $802,246
RFE Management Corporation 5/5 Stars $522.3 million 5 13 $104.5 million
RMC Investment Advisors 5/5 Stars $1.0 billion 394 7 $2.5 million
Rubicon Technology Management 5/5 Stars $2.6 billion 7 21 $373.3 million
RZH Advisors 5/5 Stars $1.5 billion 372 6 $4.1 million
SAGEbroadview Wealth Management 5/5 Stars $297.3 million 113 6 $2.6 million
Salzman Financial Management 5/5 Stars $45.9 million 57 1 $804,664
Sasco Capital 5/5 Stars $928.6 million 6 3 $154.8 million
Scholtz & Co 5/5 Stars $412.6 million 208 5 $2.0 million
Seacrest Wealth Management 5/5 Stars $1.4 billion 1,783 43 $791,777
Shoreline Financial Advisors 5/5 Stars $223.3 million 273 2 $817,774
Sierra Capital 5/5 Stars $1.5 billion 67 4 $22.9 million
SKY Investment Group 5/5 Stars $763.6 million 357 8 $2.1 million
Sound Shore Management 5/5 Stars $3.8 billion 424 7 $8.9 million
Southport Station Financial Management 5/5 Stars $168.8 million 186 3 $907,285
Symmetry Partners 5/5 Stars $6.0 billion 13,323 20 $453,651
Talson Capital Management 5/5 Stars $524.9 million 36 4 $14.6 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
Wealthspire Advisors 5/5 Stars $17.4 billion 6,407 110 $2.7 million
YHB Investment Advisors 5/5 Stars $2.0 billion 999 15 $2.0 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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