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