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 SalesTypical Fee--
AUM$3.7B
Minimum--
Clients4,737
HORIZON TECHNOLOGY FINANCE
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$795M
Minimum--
Clients1
MEDALLION WEALTH ADVISORS, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$407M
Minimum--
Clients1,493
MJP WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients3,057
NEW ENGLAND ASSET MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$103.2B
Minimum--
Clients943
PASI INVESTMENTS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$564M
Minimum--
Clients467
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$350M
Minimum--
Clients595
SYMETRA INVESTMENT MANAGEMENT COMPANY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$78.7B
Minimum--
Clients543
WMGNA
Also Compensated via BrokerageTypical Fee--
AUM$217M
Minimum--
Clients858