Top 10 advisors in Hartford
We’ve curated a list of the best financial advisors in Hartford, take a look at it below
Find an advisor in Hartford| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $93,499,236,056 | 270 advisors | ||
| 2 | $46,245,613,255 | 7 advisors | ||
| 3 | $6,844,931,440 | 48 advisors | ||
| 4 | $3,062,821,052 | 155 advisors | ||
| 5 | $1,432,187,488 | 42 advisors | ||
| 6 | $1,089,306,983 | 9 advisors | ||
| 7 | $875,000,000 | 5 advisors | ||
| 8 | $682,647,948 | 9 advisors | ||
| 9 | $574,113,231 | 14 advisors | ||
| 10 | $561,000,000 | 11 advisors |
How we came up with this list
To generate our top financial advisors list in Hartford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hartford. 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. 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
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3. Bradley Foster & Sargent Inc
Assets under management
$6,844,931,440
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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)
Educational Seminars/workshops
4. Ubs Realty Investors LLC
Assets under management
$3,062,821,052
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REAL ESTATE ACQUISITION/DISPOSITION 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)
Real Estate Asset Management
5. Freedom Investment Management, Inc.
Assets under management
$1,432,187,488
Fee structure
A percentage of assets under your management
MINIMUM MONTHLY ACCOUNT FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Goodwin Capital Advisers, Inc.
Assets under management
$1,089,306,983
Fee structure
A percentage of assets under your management
Fixed 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)
- Not sure which one to choose?Use our smart matching tool
7. Nebrodi Partners, LLC
Assets under management
$875,000,000
Fee structure
Fixed fees
Performance-based fees
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
8. Sky Investment Group LLC
Assets under management
$682,647,948
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. 3d/l Capital Management, LLC
Assets under management
$574,113,231
Fee structure
A percentage of assets under your management
SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES
Services offered
Financial Planning Services
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)
Pension Consulting Services
Subadvisor And Model Provider/strategist
- Not sure which one to choose?Use our smart matching tool
10. Greensledge Asset Management LLC
Assets under management
$561,000,000
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based 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)
Consulting For Institutional Accounts
Your first meeting is free.