# Financial advisors for high-net-worth individuals in Hartford, CT

> AdvisorCensus lists 82 investment advisory firms with a principal office in the Hartford metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ct/hartford/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 82
- Registration: SEC-registered investment adviser: 49, State-registered investment adviser: 33
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 36 (44%); Percentage of assets 79 (96%); Hourly charges 51 (62%); Fixed fees 57 (70%); Commissions 2 (2%); Performance-based fees 2 (2%); Other 13 (16%)
- Regulatory assets under management (Item 5.F): Under $25 million 12 (15%); $25 million to $100 million 19 (23%); $100 million to $500 million 23 (28%); $500 million to $1 billion 9 (11%); $1 billion to $5 billion 12 (15%); Over $5 billion 5 (6%); Not reported 2 (2%)
- Years registered: Under 5 years 18 (22%); 5 to 9 years 13 (16%); 10 to 19 years 20 (24%); 20 years or more 31 (38%)

## Firms (page 1 of 2, 1 to 50 of 82, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adviceone Advisory Services, LLC](https://advisorcensus.com/firm/adviceone-advisory-services-llc-glastonbury-ct-111614) ([md](https://advisorcensus.com/firm/adviceone-advisory-services-llc-glastonbury-ct-111614.md)) | 111614 | Glastonbury, CT | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee |
| [Alchemi Wealth, LLC](https://advisorcensus.com/firm/alchemi-wealth-llc-essex-ct-310451) ([md](https://advisorcensus.com/firm/alchemi-wealth-llc-essex-ct-310451.md)) | 310451 | Essex, CT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Apella Wealth](https://advisorcensus.com/firm/apella-wealth-west-hartford-ct-171106) ([md](https://advisorcensus.com/firm/apella-wealth-west-hartford-ct-171106.md)) | 171106 | West Hartford, CT | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Other |
| [Beaulieu & Associates, LLC](https://advisorcensus.com/firm/beaulieu-and-associates-llc-somers-ct-168829) ([md](https://advisorcensus.com/firm/beaulieu-and-associates-llc-somers-ct-168829.md)) | 168829 | Somers, CT | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Bradley Foster & Sargent Inc](https://advisorcensus.com/firm/bradley-foster-and-sargent-inc-hartford-ct-106928) ([md](https://advisorcensus.com/firm/bradley-foster-and-sargent-inc-hartford-ct-106928.md)) | 106928 | Hartford, CT | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee |
| [Brae Head, Inc.](https://advisorcensus.com/firm/brae-head-inc-essex-ct-129265) ([md](https://advisorcensus.com/firm/brae-head-inc-essex-ct-129265.md)) | 129265 | Essex, CT | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Brenneman Investment Adviser, LLC](https://advisorcensus.com/firm/brenneman-investment-adviser-llc-centerbrook-ct-132319) ([md](https://advisorcensus.com/firm/brenneman-investment-adviser-llc-centerbrook-ct-132319.md)) | 132319 | Centerbrook, CT | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Briggs Wealth Management, Inc.](https://advisorcensus.com/firm/briggs-wealth-management-inc-glastonbury-ct-125518) ([md](https://advisorcensus.com/firm/briggs-wealth-management-inc-glastonbury-ct-125518.md)) | 125518 | Glastonbury, CT | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Buell Investment Advisors](https://advisorcensus.com/firm/buell-investment-advisors-glastonbury-ct-173423) ([md](https://advisorcensus.com/firm/buell-investment-advisors-glastonbury-ct-173423.md)) | 173423 | Glastonbury, CT | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Capital Planning Consultants, LLC](https://advisorcensus.com/firm/capital-planning-consultants-llc-cromwell-ct-126260) ([md](https://advisorcensus.com/firm/capital-planning-consultants-llc-cromwell-ct-126260.md)) | 126260 | Cromwell, CT | State-registered investment adviser | $25 million to $100 million | 43 | % of assets, Hourly, Fixed fee |
| [Cigna Investments, Inc.](https://advisorcensus.com/firm/cigna-investments-inc-bloomfield-ct-105811) ([md](https://advisorcensus.com/firm/cigna-investments-inc-bloomfield-ct-105811.md)) | 105811 | Bloomfield, CT | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Other |
| [Conifer Investments Ltd](https://advisorcensus.com/firm/conifer-investments-ltd-west-hartford-ct-106159) ([md](https://advisorcensus.com/firm/conifer-investments-ltd-west-hartford-ct-106159.md)) | 106159 | West Hartford, CT | SEC-registered investment adviser | $500 million to $1 billion | 32 | % of assets, Fixed fee |
| [Connecticut Wealth Management, LLC](https://advisorcensus.com/firm/connecticut-wealth-management-llc-farmington-ct-154310) ([md](https://advisorcensus.com/firm/connecticut-wealth-management-llc-farmington-ct-154310.md)) | 154310 | Farmington, CT | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Creative Funding Corporation](https://advisorcensus.com/firm/creative-funding-corporation-bloomfield-ct-117439) ([md](https://advisorcensus.com/firm/creative-funding-corporation-bloomfield-ct-117439.md)) | 117439 | Bloomfield, CT | State-registered investment adviser | $25 million to $100 million | 41 | % of assets, Hourly |
| [Crionna Wealth LLC](https://advisorcensus.com/firm/crionna-wealth-llc-avon-ct-330136) ([md](https://advisorcensus.com/firm/crionna-wealth-llc-avon-ct-330136.md)) | 330136 | Avon, CT | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [DEL Gallo Financial Services, LLC](https://advisorcensus.com/firm/del-gallo-financial-services-llc-avon-ct-148260) ([md](https://advisorcensus.com/firm/del-gallo-financial-services-llc-avon-ct-148260.md)) | 148260 | Avon, CT | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee, Other |
| [Dennis Glynn, CPA](https://advisorcensus.com/firm/dennis-glynn-cpa-rocky-hill-ct-129744) ([md](https://advisorcensus.com/firm/dennis-glynn-cpa-rocky-hill-ct-129744.md)) | 129744 | Rocky Hill, CT | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly |
| [Empower Financial Advisory, LLC](https://advisorcensus.com/firm/empower-financial-advisory-llc-glastonbury-ct-313968) ([md](https://advisorcensus.com/firm/empower-financial-advisory-llc-glastonbury-ct-313968.md)) | 313968 | Glastonbury, CT | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Ernest J. Brousseau, CPA, CFP®](https://advisorcensus.com/firm/ernest-j-brousseau-cpa-cfp-manchester-ct-128112) ([md](https://advisorcensus.com/firm/ernest-j-brousseau-cpa-cfp-manchester-ct-128112.md)) | 128112 | Manchester, CT | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee |
| [Essex Financial Services, Inc.](https://advisorcensus.com/firm/essex-financial-services-inc-essex-ct-127549) ([md](https://advisorcensus.com/firm/essex-financial-services-inc-essex-ct-127549.md)) | 127549 | Essex, CT | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Excel Wealth Management, LLC](https://advisorcensus.com/firm/excel-wealth-management-llc-manchester-ct-299602) ([md](https://advisorcensus.com/firm/excel-wealth-management-llc-manchester-ct-299602.md)) | 299602 | Manchester, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Fierston Financial Group Inc](https://advisorcensus.com/firm/fierston-financial-group-inc-west-hartford-ct-105003) ([md](https://advisorcensus.com/firm/fierston-financial-group-inc-west-hartford-ct-105003.md)) | 105003 | West Hartford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Financial Answers, LLC](https://advisorcensus.com/firm/financial-answers-llc-ellington-ct-165147) ([md](https://advisorcensus.com/firm/financial-answers-llc-ellington-ct-165147.md)) | 165147 | Ellington, CT | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee, Other |
| [Financial Resources Group, LLC](https://advisorcensus.com/firm/financial-resources-group-llc-glastonbury-ct-293380) ([md](https://advisorcensus.com/firm/financial-resources-group-llc-glastonbury-ct-293380.md)) | 293380 | Glastonbury, CT | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Fiscal Dynamics Incorporated](https://advisorcensus.com/firm/fiscal-dynamics-incorporated-farmington-ct-111155) ([md](https://advisorcensus.com/firm/fiscal-dynamics-incorporated-farmington-ct-111155.md)) | 111155 | Farmington, CT | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee, Other |
| [Fiscal Wisdom Wealth Management LLC](https://advisorcensus.com/firm/fiscal-wisdom-wealth-management-llc-canton-ct-168299) ([md](https://advisorcensus.com/firm/fiscal-wisdom-wealth-management-llc-canton-ct-168299.md)) | 168299 | Canton, CT | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Other |
| [Founders Capital Management, LLC](https://advisorcensus.com/firm/founders-capital-management-llc-hartford-ct-118853) ([md](https://advisorcensus.com/firm/founders-capital-management-llc-hartford-ct-118853.md)) | 118853 | Hartford, CT | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets |
| [Freedom Investment Management, Inc.](https://advisorcensus.com/firm/freedom-investment-management-inc-south-windsor-ct-126052) ([md](https://advisorcensus.com/firm/freedom-investment-management-inc-south-windsor-ct-126052.md)) | 126052 | South Windsor, CT | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Other |
| [Hammond Iles Wealth Advisors](https://advisorcensus.com/firm/hammond-iles-wealth-advisors-wethersfield-ct-136372) ([md](https://advisorcensus.com/firm/hammond-iles-wealth-advisors-wethersfield-ct-136372.md)) | 136372 | Wethersfield, CT | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Haviland & Sams, LLC](https://advisorcensus.com/firm/haviland-and-sams-llc-farmington-ct-127175) ([md](https://advisorcensus.com/firm/haviland-and-sams-llc-farmington-ct-127175.md)) | 127175 | Farmington, CT | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [HFM Wealth Management](https://advisorcensus.com/firm/hfm-wealth-management-west-hartford-ct-105039) ([md](https://advisorcensus.com/firm/hfm-wealth-management-west-hartford-ct-105039.md)) | 105039 | West Hartford, CT | SEC-registered investment adviser | $500 million to $1 billion | 37 | % of assets, Hourly, Fixed fee |
| [Horizon Financial Advisors, LLC](https://advisorcensus.com/firm/horizon-financial-advisors-llc-west-hartford-ct-127215) ([md](https://advisorcensus.com/firm/horizon-financial-advisors-llc-west-hartford-ct-127215.md)) | 127215 | West Hartford, CT | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [HT Partners LLC](https://advisorcensus.com/firm/ht-partners-llc-centerbrook-ct-147400) ([md](https://advisorcensus.com/firm/ht-partners-llc-centerbrook-ct-147400.md)) | 147400 | Centerbrook, CT | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed fee |
| [Infinity Financial Strategies, LLC](https://advisorcensus.com/firm/infinity-financial-strategies-llc-granby-ct-291644) ([md](https://advisorcensus.com/firm/infinity-financial-strategies-llc-granby-ct-291644.md)) | 291644 | Granby, CT | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Ivy & Co.](https://advisorcensus.com/firm/ivy-and-co-south-glastonbury-ct-333600) ([md](https://advisorcensus.com/firm/ivy-and-co-south-glastonbury-ct-333600.md)) | 333600 | South Glastonbury, CT | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Commissions |
| [Jeffrey N. Mehler, CFP LLC](https://advisorcensus.com/firm/jeffrey-n-mehler-cfp-llc-essex-ct-126681) ([md](https://advisorcensus.com/firm/jeffrey-n-mehler-cfp-llc-essex-ct-126681.md)) | 126681 | Essex, CT | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [JK Private Wealth, LLC](https://advisorcensus.com/firm/jk-private-wealth-llc-glastonbury-ct-305987) ([md](https://advisorcensus.com/firm/jk-private-wealth-llc-glastonbury-ct-305987.md)) | 305987 | Glastonbury, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [John A. Bysko Associates](https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612) ([md](https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612.md)) | 110612 | Old Lyme, CT | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Johnson Brunetti](https://advisorcensus.com/firm/johnson-brunetti-wethersfield-ct-171168) ([md](https://advisorcensus.com/firm/johnson-brunetti-wethersfield-ct-171168.md)) | 171168 | Wethersfield, CT | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee, Other |
| [Key Financial Concepts, Inc.](https://advisorcensus.com/firm/key-financial-concepts-inc-vernon-ct-125985) ([md](https://advisorcensus.com/firm/key-financial-concepts-inc-vernon-ct-125985.md)) | 125985 | Vernon, CT | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Keynote Financial Services, LLC](https://advisorcensus.com/firm/keynote-financial-services-llc-vernon-ct-130384) ([md](https://advisorcensus.com/firm/keynote-financial-services-llc-vernon-ct-130384.md)) | 130384 | Vernon, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Lifeline Financial, LLC](https://advisorcensus.com/firm/lifeline-financial-llc-wethersfield-ct-129327) ([md](https://advisorcensus.com/firm/lifeline-financial-llc-wethersfield-ct-129327.md)) | 129327 | Wethersfield, CT | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Mark Sheptoff Financial Planning LLC](https://advisorcensus.com/firm/mark-sheptoff-financial-planning-llc-glastonbury-ct-108742) ([md](https://advisorcensus.com/firm/mark-sheptoff-financial-planning-llc-glastonbury-ct-108742.md)) | 108742 | Glastonbury, CT | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly |
| [McCary Anheuser Wealth Management, LLC](https://advisorcensus.com/firm/mccary-anheuser-wealth-management-llc-west-hartford-ct-306810) ([md](https://advisorcensus.com/firm/mccary-anheuser-wealth-management-llc-west-hartford-ct-306810.md)) | 306810 | West Hartford, CT | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Medallion Wealth Advisors, LLC](https://advisorcensus.com/firm/medallion-wealth-advisors-llc-farmington-ct-156064) ([md](https://advisorcensus.com/firm/medallion-wealth-advisors-llc-farmington-ct-156064.md)) | 156064 | Farmington, CT | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Metric Financial, LLC](https://advisorcensus.com/firm/metric-financial-llc-simsbury-ct-297325) ([md](https://advisorcensus.com/firm/metric-financial-llc-simsbury-ct-297325.md)) | 297325 | Simsbury, CT | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Milestone Asset Management Group, LLC](https://advisorcensus.com/firm/milestone-asset-management-group-llc-avon-ct-282896) ([md](https://advisorcensus.com/firm/milestone-asset-management-group-llc-avon-ct-282896.md)) | 282896 | Avon, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [MJP Wealth Advisors](https://advisorcensus.com/firm/mjp-wealth-advisors-farmington-ct-127654) ([md](https://advisorcensus.com/firm/mjp-wealth-advisors-farmington-ct-127654.md)) | 127654 | Farmington, CT | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Morgan House Capital, LLC](https://advisorcensus.com/firm/morgan-house-capital-llc-east-hartford-ct-330351) ([md](https://advisorcensus.com/firm/morgan-house-capital-llc-east-hartford-ct-330351.md)) | 330351 | East Hartford, CT | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Mullaney Keating & Wright Inc](https://advisorcensus.com/firm/mullaney-keating-and-wright-inc-middletown-ct-110743) ([md](https://advisorcensus.com/firm/mullaney-keating-and-wright-inc-middletown-ct-110743.md)) | 110743 | Middletown, CT | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ct/hartford/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Hartford, CT work with high-net-worth individuals?**
82 investment advisory firms with a principal office in the Hartford metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Hartford, CT?**
AdvisorCensus lists 138 investment advisory firms with a principal office in the Hartford metro area, from Form ADV filings as of October 2026: 73 SEC-registered, 56 state-registered, and 9 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Hartford, CT?**
48 of the 138 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Hartford, CT offer financial planning?**
82 of the 129 firms in Hartford, CT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Hartford, CT fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 48 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Hartford, CT: 82 firms from Form ADV filings as of October 2026.