Financial advisers in West Hartford, CT

9 registered investment adviser firms in West Hartford managing $20.8B in assets, based on public SEC Form ADV filings.

Apella Wealth

West Hartford, CT · Est. 2014

National

Fee-only

AUM: $11.1B
Per adviser: $126M
Advisers: 88

No reported disclosures

Fairview Capital Partners, LLC

West Hartford, CT · Est. 2012

Regional

Fee-only

AUM: $2.5B
Per adviser: $208M
Advisers: 12

No reported disclosures

Yhb Investment Advisors INC

West Hartford, CT · Est. 1990

RegionalInternational

Fee-based

AUM: $2.3B
Per adviser: $114M
Advisers: 20

No reported disclosures

Penwood Real Estate Investment Management, LLC

West Hartford, CT · Est. 2005

Local

Fee-based

AUM: $1.5B
Per adviser: $82M
Advisers: 18

No reported disclosures

Rmc Investment Advisors

West Hartford, CT · Est. 1984

Local

Fee-only

AUM: $1.1B
Per adviser: $152M
Advisers: 7

No reported disclosures

Fierston Financial Group INC

West Hartford, CT · Est. 1989

Local

Fee-based

AUM: $1.0B
Per adviser: $207M
Advisers: 5

No reported disclosures

Hfm Wealth Management

West Hartford, CT · Est. 1989

Local

Fee-based

AUM: $700M
Per adviser: $117M
Advisers: 6

No reported disclosures

Conifer Investments Ltd

West Hartford, CT · Est. 1994

Local

Fee-based

AUM: $524M
Per adviser: $175M
Advisers: 3

No reported disclosures

Fairview Constitution Management IV LLC

West Hartford, CT · Est. 2012

Local

Fee-only

AUM: $140M
Per adviser: $12M
Advisers: 12

No reported disclosures