Find a Financial Advisor in Hartford, CT

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We did the hard work of finding trustworthy partners in Hartford, CT.

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We Only Work With The Best Hartford Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Hartford, CT


  • Financial Advisor Close to Hartford, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Hartford, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Hartford, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Hartford financial advisors.
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How Retirement-Friendly is Hartford, CT?

  • Population: 123,088
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $167,200
  • Average Monthly Housing Cost: $1,046
  • Average Household Income: $52,689
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)



The Top Financial Advisor Firms in Hartford, CT

 

CONNING, INC.

Website

(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 6103

SEC#: 801-18641
Years in Business: 39 years

GOODWIN CAPITAL ADVISERS, INC.

Website

(860) 299-2000

One Financial Plaza
755 Main Street
Hartford, CT 6103

SEC#: 801-8177
Years in Business: 50 years

CONNING INVESTMENT PRODUCTS, INC.

Website

(860) 299-2000

One Financial Plaza

Hartford, CT 6103

SEC#: 801-79816
Years in Business: 7 years

3D ASSET MANAGEMENT, INC.

Website

(860) 291-1998

100 Constitution Plaza
7th Floor
Hartford, CT 6103

SEC#: 801-68413
Years in Business: 14 years

HFM WEALTH MANAGEMENT

Website

(860) 241-0028

One Constitution Plaza, 9th Floor

Hartford, CT 6103

SEC#: 801-33701
Years in Business: 33 years

BRADLEY FOSTER & SARGENT INC

Website

(860) 527-8050

185 Asylum Street
City Place Ii, 11th Floor
Hartford, CT 6103

SEC#: 801-46616
Years in Business: 27 years

VIRTUS INVESTMENT ADVISERS, INC.

Website

(800) 248-7971

One Financial Plaza
26th Floor
Hartford, CT 6103

SEC#: 801-5995
Years in Business: 52 years

VIRTUS FUND ADVISERS, LLC

Website

(800) 248-7971

One Financial Plaza

Hartford, CT 6103

SEC#: 801-23163
Years in Business: 37 years

UBS FARMLAND INVESTORS LLC

Website

(860) 616-9200

10 State House Square
15th Floor
Hartford, CT 6103

SEC#: 801-53770
Years in Business: 25 years

 


Hartford, CT Financial Advisor FAQs

Hartford is the state capital of Connecticut in the United States. The towns of West Hartford, Newington, Wethersfield, East Hartford, Bloomfield, South Windsor, Glastonbury, and Windsor surround Hartford. Aetna is the largest employer in Hartford, Connecticut. With 47,950 people and $60.6 billion in annual revenue, it is the industry leader. The Wadsworth Atheneum, the country's oldest public art museum, Bushnell Park, the country's oldest continuously published newspaper (the Hartford Courant), and the country's second-oldest secondary school are all located in Hartford (Hartford Public High School). We make sure to only point you to the best finest financial advisors in Hartford, CT, the capital city of the state where it belongs and the core city in the Greater Hartford metropolitan area. Because of it being a home to many insurance companies which is the region's major industry, Hartford has been nicknamed as the "Insurance Capital of the World." Check out the links we have below to see which financial advisors are working nearby.

A general rule of thumb for looking at annual fees that your financial advisor might charge is to look at 1% per annum (known as "the Rule of 100").

Financial advisors typically earn commissions. Commissions are percentages that are taken out of your invested money, usually 10 percent or less.

You'll also want to check their registration or membership status on FINRA's website at www.finra.org/Investors/FindAnAdvisor/. This way you'll know if they have any disciplinary actions taken against them and any complaints filed against them during their 10 years of employment.

An important part of the job of financial advisors is making sure that clients' investment portfolios stay within certain limits so there isn't too much risk taken on with lower return benefits if the market crashes again in the near future.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.