Top 9 advisors in West Hartford
We’ve curated a list of the best financial advisors in West Hartford, take a look at it below
Find an advisor in West Hartford| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,040,785,921 | 67 advisors | ||
| 2 | $2,568,350,413 | 25 advisors | ||
| 3 | $1,598,584,000 | 27 advisors | ||
| 4 | $1,534,794,195 | 16 advisors | ||
| 5 | $1,012,843,208 | 10 advisors | ||
| 6 | $718,292,259 | 7 advisors | ||
| 7 | $258,882,831 | 4 advisors | ||
| 8 | $253,524,580 | 25 advisors | ||
| 9 | $78,908,675 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in West 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 West 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. Gyl Financial Synergies, LLC
Assets under management
$4,040,785,921
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Credit And Cash Management Solutions And Insurance Solutions
2. Fairview Capital Partners, Inc.
Assets under management
$2,568,350,413
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Yhb Investment Advisors Inc
Assets under management
$1,598,584,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Penwood Real Estate Investment Management, LLC
Assets under management
$1,534,794,195
Fee structure
Performance-based fees
PERCENTAGE OF COMMITTED OR INVESTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Wealthspire Advisors
Assets under management
$1,012,843,208
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
Selection Of Other Advisers
6. Fierston Financial Group Inc
Assets under management
$718,292,259
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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. Mullaney Keating & Wright Inc
Assets under management
$258,882,831
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
8. Fairview Constitution Management Iv LLC
Assets under management
$253,524,580
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Conifer Investments Ltd
Assets under management
$78,908,675
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.