Best Financial Advisor Firms Connecticut 2023

investor.com

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


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