Top 10 advisors in Connecticut
We’ve curated a list of the best financial advisors in Connecticut, take a look at it below
Find an advisor in Connecticut| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $93,499,236,056 | 270 advisors | ||
| 2 | $63,091,225,004 | 100 advisors | ||
| 3 | $61,049,549,916 | 69 advisors | ||
| 4 | $49,512,750,895 | 17 advisors | ||
| 5 | $46,245,613,255 | 7 advisors | ||
| 6 | $22,554,570,237 | 118 advisors | ||
| 7 | $17,918,430,717 | 65 advisors | ||
| 8 | $11,218,052,132 | 218 advisors | ||
| 9 | $10,509,771,788 | 17 advisors | ||
| 10 | $8,881,116,442 | 11 advisors |
How we came up with this list
To generate our top financial advisors list in Connecticut, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Connecticut. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Conning, Inc.
Assets under management
$93,499,236,056
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Performance-based fees
NEGOTIATED FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Consulting And Research Services
2. New England Asset Management, Inc.
Assets under management
$63,091,225,004
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
3. Symetra Investment Management Company
Assets under management
$61,049,549,916
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Ge Investment Management
Assets under management
$49,512,750,895
Fee structure
COST REIMBURSEMENT
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
5. Virtus Investment Advisers, Inc.
Assets under management
$46,245,613,255
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
An Employee Of An Affiliate Is Contracted W/ Cnbc Media As Host Or Guest Providing Market Commentary.
6. Cigna Investments, Inc.
Assets under management
$22,554,570,237
Fee structure
A percentage of assets under your management
PRO-RATA EXPENSE ALLOCATION
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Landmark Equity Advisors LLC
Assets under management
$17,918,430,717
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Lime Rock
Assets under management
$11,218,052,132
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Stonebridge Advisors LLC
Assets under management
$10,509,771,788
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Great Mountain Partners
Assets under management
$8,881,116,442
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.