Financial advisers in Farmington, CT

10 registered investment adviser firms in Farmington managing $209.4B in assets, based on public SEC Form ADV filings.

New England Asset Management, INC.

Farmington, CT · Est. 1984

NationalInternational

Fee-based

AUM: $111.7B
Per adviser: $2.0B
Advisers: 56

No reported disclosures

Symetra Investment Management Company

Farmington, CT · Est. 2021

NationalInternational

Fee-only

AUM: $88.8B
Per adviser: $1.5B
Advisers: 61

No reported disclosures

Connecticut Wealth Management, LLC

Farmington, CT · Est. 2012

Regional

Fee-based

AUM: $4.5B
Per adviser: $97M
Advisers: 46

No reported disclosures

Mjp Wealth Advisors

Farmington, CT · Est. 2004

Local

Fee-based

AUM: $1.6B
Per adviser: $130M
Advisers: 12

No reported disclosures

Horizon Technology Finance

Farmington, CT · Est. 2010

Local

Fee-only

AUM: $811M
Per adviser: $58M
Advisers: 14

Pasi Investments, LLC

Farmington, CT · Est. 2008

Local

Fee-based

AUM: $676M
Per adviser: $169M
Advisers: 4

No reported disclosures

Medallion Wealth Advisors, LLC

Farmington, CT · Est. 2019

Local

Fee-based

AUM: $517M
Per adviser: $129M
Advisers: 4

No reported disclosures

Sagebroadview Wealth Management, LLC

Farmington, CT · Est. 2015

Local

Fee-based

AUM: $397M
Per adviser: $79M
Advisers: 5

No reported disclosures

Wmgna

Farmington, CT · Est. 2024

Local

Fee-based

AUM: $346M
Per adviser: $87M
Advisers: 4

No reported disclosures

U.S.A. Financial & Tax Services, LLC

Farmington, CT · Est. 2025

LocalInternational

Fee-only

AUM: $159M
Per adviser: $53M
Advisers: 3

No reported disclosures