Find Best Financial Advisors in Connecticut

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A densely populated state like Connecticut has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Connecticut and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Connecticut
Last Updated - 04-Aug-2022

Connecticut has 10 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 842 non-vetted advisors in your local area. These financial advisors in Connecticut have an average of 20 years of experience.

NOTE: The list of financial advisors in Connecticut mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Connecticut.

List of Qualified Financial Advisors in Connecticut
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jacob P Kinney
71 Raymond Rd.,
West Hartford, CT 06107
8 Not Specified 50000 Fee-Based
Robert Tubridy
447 Naubuc Ave,
Suite 109,
Glastonbury, CT 06033
20 Not Specified Not Specified Fee-Based
Charles Helme
2 Greenwich Office Park West; Third Floor, Suites 1, 1A,
Greenwich, CT 06831
30 $80,000,000 $500000 Fee-Only
Paul Schatz
1 Bradley Road,
Suite 202,
Woodbridge, CT 06525
32 Not Specified Not Specified Not Specified
Robert Henderson
34 Water Street,
Mystic, CT 06355
15 Not Specified $100,000 Fee-Only
Coastal Wealth Management
56 Williams Avenue,
Mystic, CT 06355
22 815000000 500,000 Fee-Based
Douglas A. Kartsen
11 Wintergreen Ln,
Avon, CT 06001
Not Disclosed Not Specified Not Specified Fee-Based
Ed Callahan
74 Batterson Park Road,
2nd Floor,
Farmington, CT 06032
12 Not Specified Not Specified Fee-Based
Peter Scholtz
107 Elm Street,
Four Stamford Plaza, 5th Floor,
Stamford, CT 06902
30 Not Specified Not Specified Fee-Based
David Neal
6 E. Main Street,
Stafford Springs, CT 06076
16 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Connecticut

Qualifications CRD# 6121974
Firm CRD# 6121974
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee

Office Location 71 Raymond Rd.,
West Hartford,
Phone Number 860-474-3602

Capitol Region Group acts as a partner in helping individuals, families and entrepreneurs navigate their financial journey. The team brings years of Wall Street experience to financial planning and investment management, focusing on what is important to you. Emphasizing healthy money habits, the team strives for your financial freedom. Working as a team, Capitol Region Group assists you in offsetting stress, uncertainty and worry by providing the tools to help you achieve your long-term financial goals and ambitions. The following three steps allow you to learn more about Capitol Region Group and help to determine if the Team is a good financial resource for you.

About Capitol Region Group

The Capitol Region Group of Thrivent Financial offers a fee-based financial planning, investment management and protection strategy advisory service. We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families. We have experience across the investing industry with success identifying quality business and investment opportunities. We also bring a deep knowledge spanning commercial real estate finance and ultra high net worth wealth management. We can work with a client's existing team of professionals or help adjust or build an effective team. We offer new prospects a 10-15 min phone conversation to learn about us, our services, and fees, and to answer their questions. We also take that opportunity to learn about them as well. If interested, we then offer a 1 hour consultation (in person or via Skype) to help prospects start building their financial strategy and make a decision on our service. We have the ability to meet at any Regus or Spaces office space.

Advisory Services Provided:

Financial Advice & Consulting

Qualifications CRD# 4509256
Firm CRD# 8032
Series 7, 24, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

Office Location 447 Naubuc Ave,
Suite 109,
Phone Number 860-430-9064

As a CERTIFIED FINANCIAL PLANNER™ practioner, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He brings top credentials to his daily practice as a working partner and financial advisor with CT Financial Partners. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship. Bob is a strong proponent of financial education, and has spoken to hundreds of groups regarding proper investment planning, retirement income planning, and college funding. Bob received his Bachelor of Science in Finance from Providence College in 1990, and his M.B.A. from Rensselaer Polytechnic Institute in 2000. In 2007, Bob received his CERTIFIED FINANCIAL PLANNER™ certification and his Chartered Financial Consultant (ChFC®) designation from the American College. He holds his series 7, 24, 51, and 66 Securities licenses. A devoted father of two, Bob enjoys traveling, athletics, and spending time with his son Jack, and daughter Abby.

About CT Financial Partners

With over 50 years of financial industry experience, CT Financial Partners was founded with a mission to provide the best possible financial advice. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing on everything from coordinating and managing your retirement income to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. Robert Tubridy is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Robert Tubridy is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Robert Tubridy is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Robert Tubridy is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

Qualifications CRD# 712007
Firm CRD# 152117
Series 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 2 Greenwich Office Park West; Third Floor, Suites 1, 1A,
Phone Number 203-987-6227

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010 and leads the investment and research areas of the firm. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several high-alpha investment strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At the bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business. He is active in a variety of local charitable and community organizations.

About BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning

Qualifications CRD# 2241878

Compensation/Fee Based on Assets, Hourly

Office Location 1 Bradley Road,
Suite 202,
Phone Number 203-389-3553

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today's ETF purveyors on new product development and is a highly sought after speaker in the field.

About Heritage Capital, LLC

Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications CRD# 5089860
Firm CRD# 155422
Series 63, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly

Office Location 34 Water Street,
Phone Number 860-245-5078

Robert Henderson, CFP® is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley University, the CERTIFIED FINANCIAL PLANNER professional designation, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).

About Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only CERTIFIED FINANCIAL PLANNER professional firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures. Our goal is to provide our clients with the most complete Asset Management and Financial Planning services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions. In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management services.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Qualifications Firm CRD# 6161
Series 6, 7, 24, 53, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee

Office Location 56 Williams Avenue,
Phone Number 860-245-0251

Putting clients first; it's what we do. We provide personalized financial advice to help you make it through today's challenges and stay focused on tomorrow's goals.

It's our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer recognition in:
  • "Unbiased, puts my interest first"
  • "Investment ideas knowledgeable, timely, and tactical"
  • "Offers personal financial advice"
  • About Coastal Wealth Management

    Your financial goals are individual, and we can help you achieve them. We take the time to understand whats truly important to you, whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant. We focus as a firm on the following niches: retirement planning strategies, tax planning strategies, and employee stock options.

    Advisory Services Provided:

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

    Qualifications CRD# 5150347
    Firm CRD# 283747
    Series 7, 63

    Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

    Office Location 11 Wintergreen Ln,
    Phone Number 860-269-8130

    As a fiduciary, I assist individuals and families with their investing and financial planning needs. Having served institutional and individual investors for nearly 20 years, I specialize in pre- and post-retirement investing, estate and college planning, and risk management. The CFA® Institute's rigorous course of study guides my philosophy towards portfolio management and for maintaining the highest ethical standards for myself and the firm. I completed the CFA® program in 2001 and remain a CFA® Charterholder and member of the CFA® Society Hartford. Analytical and conservative by nature, I began my career as an engineer at United Technologies (Pratt & Whitney). There I received a U.S. patent in manufacturing and worked with emerging technologies and in strategic planning. This was a great opportunity to understand the internal operations of "big business" and to witness the global effects of technological evolution from initial development to market disruption. That has served me well as an investor and advisor in a rapidly changing world. Later, I held Vice President positions with banking giants Sovereign Bank and HSBC. During this period I served as a corporate lender, investment banker, private equity portfolio manager and as Head of Investments and Wealth Management for sub-Saharan Africa. In my spare time, I enjoy whitewater kayaking, skiing, travel and spending time with family. A dedicated participant in community affairs, I have held leadership positions in the Rotary Club, Farmington Chamber of Commerce, and the Urban League of Greater Hartford.

    About DAK Financial Services

    DAK Financial Services is a Registered Investment Advisor in the State of Connecticut. An independent firm, we work closely with individuals and families to help them define and realize their financial and investment objectives. Let us help you to achieve your goals.

    Qualifications CRD# 5821468
    Firm CRD# 104510
    Series 66

    Compensation/Fee Fee-Based

    Office Location 74 Batterson Park Road,
    2nd Floor,
    Phone Number 860-269-4269

    As a financial planner for over a decade, I'm dedicated to helping my clients find ways that work for their life and their family to plan ahead and invest smartly in order to help them get to a retirement that is secure and satisfying. In my spare time, I most enjoy coaching my daughters' softball teams and skiing with my family.

    About Edelman Financial Engines, LLC

    Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

    Qualifications CRD# 873183
    Firm CRD# 107363
    Series 7, 63, 65

    Compensation/Fee Fee-Based

    Office Location 107 Elm Street,
    Four Stamford Plaza, 5th Floor,
    Phone Number 203-714-9900

    Peter Scholtz is the President, Founder, and lead Portfolio Manager at Scholtz & Company, LLC. Peter founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 15 years. At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In 1986, Peter was part of the initial team to create a customized, individually managed high net worth service which eventually grew to seven portfolio managers that invested over one billion dollars. While at Smith Barney, Peter developed some quantitative models in 1991 that represent the first investment quantitative work ever done at Smith Barney. These models focused on earnings estimate revisions, earnings surprises and relative stock strength. These models today are used for screening stock ideas for investigation. Peter graduated with a BS degree in economics from Ohio Wesleyan in 1974 and an MBA from Columbia University in 1979. Additionally, Peter Scholtz has passed several licensing exams including the Series 65, 63, 7, and 5. Peter currently lives in Darien, Connecticut with his wife of over 35 years. In his free time, he enjoys sailing, fishing, swimming and spending time with his three children and four grandchildren.

    About Scholtz & Company

    Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.

    Advisory Services Provided:

    Portfolio Management, Financial Planning for Individuals

    Qualifications CRD# 4560637
    Firm CRD# 164

    Compensation/Fee Based on Assets, Commissions, Flat Fee, Hourly

    Office Location 6 E. Main Street,
    Stafford Springs,
    Phone Number 860-904-4542

    A tenured and credentialed financial advisor dedicated to helping clients develop and execute their financial plans, David specializes in retirement income planning and investment risk management for individuals, families and business owners. He enjoys helping his clients find solutions to their financial concerns and acts as a resource they can rely on throughout every phase of life. David holds his B.S. in General Economics. David earned the Chartered Retirement Planning Counselor®, and Chartered Retirement Plans Specialist® designations. Both of these professional designations are offered through the College for Financial Planning and cover both theory and practical application. Designees adhere to national standards of professional conduct and to the terms set forth by the college. David uses these certifications to serve his clients more fully and provide them with a personalized, independent approach. He also holds his Series 7 and 63 securities licenses through LPL Financial, the Series 65 through Coburn Financial and his Life and Health insurance licenses. Outside of the office, David enjoys spending time with his wife, Jen, and his son, Cameron.

    About Coburn Financial

    Our basic philosophy is that "the failure to plan is really a plan to fail". Our mission is helping people find financial success. Financial success is only achieved when people have confidence in a plan of attack that accounts for all their financial goals, it doesn't come from a product, a slogan, or a single investment. Once this plan is built, we help clients carry-out the steps that have the highest probability to pursue their financial success. Our investment philosophy mirrors this common sense approach.

    Advisory Services Provided:

    Financial Planning, Investment Advice & Management, Insurance Products & Annuities

    Top Financial Advisor Firms in Connecticut (Ranked by AUM)

    Firm Name AUM No. of Clients Fee Structure
    Aqr Capital Management, Llc
    Two Greenwich Plaza , 3rd Floor,
    Greenwich, CT 6830
    $145,451,136,492 289 A percentage of AUM
    Performance Based
    Conning, Inc.
    One Financial Plaza , 755 Main Street,
    Hartford, CT 6103
    $110,321,940,668 543 A percentage of AUM
    Subscription fees
    Fixed fees
    Performance Based
    New England Asset Management, Inc.
    74 Batterson Park Rd. , Pond View Corporate Center,
    Farmington, CT 6032
    $97,562,570,620 797 A percentage of AUM
    Hourly charges
    Fixed fees
    Performance Based
    Voya Retirement Advisors, Llc
    One Orange Way , C2n,
    Windsor, CT 6095
    $20,680,218,708 67 A percentage of AUM
    Fixed fees
    Performance Equity Management, Llc
    5 Greenwich Office Park , Third Floor,
    Greenwich, CT 6831
    $12,930,733,120 32 A percentage of AUM
    Performance Based
    Tweedy, Browne Company Llc
    One Station Place,
    Stamford, CT 6902
    $12,654,858,728 268 A percentage of AUM
    Performance Based
    Sound Shore Management Inc
    8 Sound Shore Dr., Suite 180,
    Greenwich, CT 06830-7242
    $3,754,735,931 426 A percentage of AUM
    Hourly charges
    Performance Based
    Goodwin Capital Advisers, Inc.
    One Financial Plaza , 755 Main Street,
    Hartford, CT 06103-2608
    $2,307,220,007 9 A percentage of AUM
    Fixed fees
    Teton Advisors, Llc
    189 Mason Street,
    Greenwich, CT 6830
    $868,584,986 4 A percentage of AUM
    Prospector Partners, Llc
    370 Church Street,
    Guilford, CT 6437
    $714,109,000 7 A percentage of AUM
    Hourly charges
    Performance Based
    Conning Investment Products, Inc.
    One Financial Plaza,
    Hartford, CT 6103
    $425,627,068 8 A percentage of AUM
    Conifer Investments Ltd
    65 Lasalle Road , Suite 402,
    West Hartford, CT 6107
    $416,971,139 55 A percentage of AUM
    Fixed fees
    Fairfield, Bush & Co.
    320 Boston Post Road , Suite 150,
    Darien, CT 6820
    $415,589,057 220 A percentage of AUM
    Hourly charges
    Fixed fees
    Pettee Investors Inc
    137 Rowayton Avenue , Suite 430,
    Rowayton, CT 6853
    $256,404,636 80 A percentage of AUM
    Vision Investment Advisors, Llc
    120 Long Ridge Road , 3 North,
    Stamford, CT 6902
    $100,465,494 124 A percentage of AUM
    Fixed fees
    Commision Based
    Performance Based

      List of Additional Advisors in Connecticut*

      * Additional advisors listing is provided in partnership with Yext

      Financial Advisor Office Location Phone Number
      Andrew L Cushman
      Inquire with Andrew
      One Fawcett Place, 3rd, Floor, Greenwich, CT  06830 203-625-4679
      Aggie Valenta
      Inquire with Aggie
      741 Boston Post Rd, Madison, CT  06443 203-499-4906
      Boundless Financial Solutions
      Inquire with Boundless
      135 Day Street, Suite 1C, Newington, CT  06111 860-229-8409
      Alexander Davidson
      Inquire with Alexander
      1 Fawcett Place, 3rd Floor, Greenwich, CT  06830 203-625-4855
      Barbara Taylor-Hatje - Morgan Stanley
      Inquire with Barbara
      433 South Main St., Suite 100, West Hartford, CT  06110 860-313-7114
      Adriatic Wealth Management LLC
      Inquire with Adriatic
      14 Betmarlea Rd, Norwalk, CT  06850 646-251-8602
      Brian Jay
      Inquire with Brian
      4 Landmark Square 2nd, Floor, Stamford, CT  06901 203-967-7020
      Brian Morgantini
      Inquire with Brian
      90 Grove St, Ridgefield, CT  06877 203-894-3022
      Betsy Udal
      Inquire with Betsy
      1 Old Mountain Rd, Farmington, CT  06032 860-470-0245
      Abby Wolman McElroy, CFP®
      Inquire with Abby
      500 Post Road East 3rd, Fl, Westport, CT  06880 203-221-6060
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        Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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        A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?