AdvisorCensus / Financial advisors / Connecticut / Hartford, CT / Charles Schwab
Financial advisors in Hartford, CT using Charles Schwab
33 SEC-registered investment advisory firms headquartered in the Hartford, CT metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adviceone Advisory Services, LLC | Glastonbury | SEC-registered investment adviser | $1 billion to $5 billion |
| Alchemi Wealth, LLC | Essex | SEC-registered investment adviser | $100 million to $500 million |
| Apella Wealth | West Hartford | SEC-registered investment adviser | Over $5 billion |
| Briggs Wealth Management, Inc. | Glastonbury | SEC-registered investment adviser | $100 million to $500 million |
| Conifer Investments Ltd | West Hartford | SEC-registered investment adviser | $500 million to $1 billion |
| Elite Capital Management Group, LLC | East Berlin | SEC-registered investment adviser | $100 million to $500 million |
| Fierston Financial Group Inc | West Hartford | SEC-registered investment adviser | $1 billion to $5 billion |
| Fiscal Wisdom Wealth Management LLC | Canton | SEC-registered investment adviser | $100 million to $500 million |
| Founders Capital Management, LLC | Hartford | SEC-registered investment adviser | $500 million to $1 billion |
| Freedom Investment Management, Inc. | South Windsor | SEC-registered investment adviser | $500 million to $1 billion |
| Hammond Iles Wealth Advisors | Wethersfield | SEC-registered investment adviser | $100 million to $500 million |
| HFM Wealth Management | West Hartford | SEC-registered investment adviser | $500 million to $1 billion |
| HT Partners LLC | Centerbrook | SEC-registered investment adviser | $500 million to $1 billion |
| JK Private Wealth, LLC | Glastonbury | SEC-registered investment adviser | $100 million to $500 million |
| Keynote Financial Services, LLC | Vernon | SEC-registered investment adviser | $100 million to $500 million |
| Medallion Wealth Advisors, LLC | Farmington | SEC-registered investment adviser | $500 million to $1 billion |
| MJP Wealth Advisors | Farmington | SEC-registered investment adviser | $1 billion to $5 billion |
| Mullaney Keating & Wright Inc | Middletown | SEC-registered investment adviser | $100 million to $500 million |
| Pasi Investments, LLC | Farmington | SEC-registered investment adviser | $500 million to $1 billion |
| RMC Investment Advisors | West Hartford | SEC-registered investment adviser | $1 billion to $5 billion |
| Sagebroadview Wealth Management, LLC | Farmington | SEC-registered investment adviser | $100 million to $500 million |
| Sky Investment Group LLC | Hartford | SEC-registered investment adviser | $500 million to $1 billion |
| Smith Brothers Financial, LLC | Glastonbury | SEC-registered investment adviser | $1 billion to $5 billion |
| Somnio Financial Group, LLC | Glastonbury | SEC-registered investment adviser | $100 million to $500 million |
| Sullivan Financial, LLC | Essex | SEC-registered investment adviser | $100 million to $500 million |
| Symmetry Partners | Glastonbury | SEC-registered investment adviser | $1 billion to $5 billion |
| Telos Partners LLC | Avon | SEC-registered investment adviser | $100 million to $500 million |
| U.S.A. Financial & Tax Services, LLC | Farmington | SEC-registered investment adviser | $100 million to $500 million |
| USI Advisors | Glastonbury | SEC-registered investment adviser | Over $5 billion |
| Wealthshape LLC | Windsor | SEC-registered investment adviser | $100 million to $500 million |
| WJ Financial Advisors, LLC | Killingworth | SEC-registered investment adviser | $100 million to $500 million |
| Wmgna | Farmington | SEC-registered investment adviser | $100 million to $500 million |
| YHB Investment Advisors Inc | West Hartford | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Hartford, CT using Charles Schwab. https://advisorcensus.com/advisors/ct/hartford/custodians/charles-schwab https://advisorcensus.com/advisors/ct/hartford/custodians/charles-schwab