Fiduciary advisors in Farmington, CT

9 registered advisers

Connecticut has fiduciary advisory firms spread across markets of all sizes. Farmington alone has 9 SEC-registered fiduciary firms, 7 of them fee-only.

CONNECTICUT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, ConnecticutCRD #154310
Typical Fee--
AUM$3.7B
Minimum--
Clients4,737

HORIZON TECHNOLOGY FINANCE

Fee-Only, No ConflictsClean Record
Farmington, ConnecticutCRD #153052
Typical Fee--
AUM$795M
Minimum--
Clients1

MEDALLION WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Farmington, ConnecticutCRD #156064
Typical Fee--
AUM$407M
Minimum--
Clients1,493

MJP WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, ConnecticutCRD #127654
Typical Fee--
AUM$1.6B
Minimum--
Clients3,057

NEW ENGLAND ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, ConnecticutCRD #105900
Typical Fee--
AUM$103.2B
Minimum--
Clients943

PASI INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, ConnecticutCRD #145640
Typical Fee--
AUM$564M
Minimum--
Clients467

SAGEBROADVIEW WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Farmington, ConnecticutCRD #126472
Typical Fee--
AUM$350M
Minimum--
Clients595

SYMETRA INVESTMENT MANAGEMENT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmington, ConnecticutCRD #312176
Typical Fee--
AUM$78.7B
Minimum--
Clients543

WMGNA

Also Compensated via Brokerage
Farmington, ConnecticutCRD #125765
Typical Fee--
AUM$217M
Minimum--
Clients858
Fiduciary Advisors in Farmington, Connecticut | FiduciaryListings