{ "path": "/advisors/ct", "url": "https://advisorcensus.com/advisors/ct/page/13", "page_type": "state", "title": "Financial advisors in Connecticut", "filters": {}, "scope_total": 963, "faq": [ { "q": "How many financial advisory firms are there in Connecticut?", "a": "AdvisorCensus lists 963 investment advisory firms with a principal office in Connecticut, from Form ADV filings as of October 2026: 515 SEC-registered, 263 state-registered, and 185 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Connecticut?", "a": "199 of the 963 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." }, { "q": "How many financial advisors in Connecticut offer financial planning?", "a": "266 of the 778 firms in Connecticut 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." }, { "q": "Are the financial advisors in Connecticut fiduciaries?", "a": "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 199 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 963 investment advisory firms with a principal office in Connecticut, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Connecticut: 963 firms from Form ADV filings as of October 2026.", "total_firms": 963, "page": 13, "total_pages": 20, "sort": "name", "registration_types": { "sec": 515, "state": 263, "exempt": 185 }, "fee_model_mix": [ { "code": "fee-only", "count": 199 }, { "code": "percentage_of_aum", "count": 704 }, { "code": "hourly", "count": 188 }, { "code": "subscription", "count": 9 }, { "code": "fixed", "count": 269 }, { "code": "commissions", "count": 9 }, { "code": "performance_based", "count": 344 }, { "code": "other", "count": 133 }, { "code": "not_reported", "count": 185 } ], "years_registered_distribution": [ { "code": "under_5", "count": 376 }, { "code": "5_to_9", "count": 174 }, { "code": "10_to_19", "count": 231 }, { "code": "20_plus", "count": 172 }, { "code": "not_reported", "count": 10 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 143 }, { "code": "25m_100m", "count": 79 }, { "code": "100m_500m", "count": 187 }, { "code": "500m_1b", "count": 83 }, { "code": "1b_5b", "count": 139 }, { "code": "over_5b", "count": 88 }, { "code": "not_reported", "count": 244 } ], "firms": [ { "crd_number": 173314, "name": "Northstar Portfolio Investments, LLC", "name_as_filed": "NORTHSTAR PORTFOLIO INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/northstar-portfolio-investments-llc-stamford-ct-173314", "city": "Stamford", "state": "CT", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335167, "name": "NPLP Management", "name_as_filed": "NPLP MANAGEMENT", "url": "https://advisorcensus.com/firm/nplp-management-new-canaan-ct-335167", "city": "New Canaan", "state": "CT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162486, "name": "NSV Management LLC", "name_as_filed": "NSV MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nsv-management-llc-greenwich-ct-162486", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 133162, "name": "Nutmeg Capital Advisors, LLC", "name_as_filed": "NUTMEG CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/nutmeg-capital-advisors-llc-hartford-ct-133162", "city": "Hartford", "state": "CT", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144594, "name": "O'Shaughnessy Asset Management, LLC", "name_as_filed": "O'SHAUGHNESSY ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/o-shaughnessy-asset-management-llc-stamford-ct-144594", "city": "Stamford", "state": "CT", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 106293, "name": "Oak Financial Group Inc", "name_as_filed": "OAK FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/oak-financial-group-inc-stamford-ct-106293", "city": "Stamford", "state": "CT", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167286, "name": "Oak Grove Management LLC", "name_as_filed": "OAK GROVE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oak-grove-management-llc-greenwich-ct-167286", "city": "Greenwich", "state": "CT", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171582, "name": "Oak HCFT Management Company LLC", "name_as_filed": "OAK HCFT MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/oak-hcft-management-company-llc-stamford-ct-171582", "city": "Stamford", "state": "CT", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162441, "name": "Oak Management Corporation", "name_as_filed": "OAK MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/oak-management-corporation-wilton-ct-162441", "city": "Wilton", "state": "CT", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306284, "name": "Oakridge Management Group LLC", "name_as_filed": "OAKRIDGE MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/oakridge-management-group-llc-stamford-ct-306284", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 318337, "name": "Occam Crest Management LP", "name_as_filed": "OCCAM CREST MANAGEMENT LP", "url": "https://advisorcensus.com/firm/occam-crest-management-lp-darien-ct-318337", "city": "Darien", "state": "CT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318085, "name": "Ocean Park Investments LP", "name_as_filed": "OCEAN PARK INVESTMENTS LP", "url": "https://advisorcensus.com/firm/ocean-park-investments-lp-stamford-ct-318085", "city": "Stamford", "state": "CT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326582, "name": "Old Vines Capital, LLC", "name_as_filed": "OLD VINES CAPITAL, LLC", "url": "https://advisorcensus.com/firm/old-vines-capital-llc-greenwich-ct-326582", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305098, "name": "Olive Tree Ridge Investment Advisors", "name_as_filed": "OLIVE TREE RIDGE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/olive-tree-ridge-investment-advisors-sharon-ct-305098", "city": "Sharon", "state": "CT", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304420, "name": "Olympiad Research LP", "name_as_filed": "OLYMPIAD RESEARCH LP", "url": "https://advisorcensus.com/firm/olympiad-research-lp-stamford-ct-304420", "city": "Stamford", "state": "CT", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160851, "name": "Olympus Advisors, LLC", "name_as_filed": "OLYMPUS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/olympus-advisors-llc-stamford-ct-160851", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299460, "name": "Olympus Peak Asset Management LP", "name_as_filed": "OLYMPUS PEAK ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/olympus-peak-asset-management-lp-greenwich-ct-299460", "city": "Greenwich", "state": "CT", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325197, "name": "Ondo Capital Management LLC", "name_as_filed": "ONDO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ondo-capital-management-llc-greenwich-ct-325197", "city": "Greenwich", "state": "CT", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 336509, "name": "One Mile Financial Planning, LLC", "name_as_filed": "ONE MILE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/one-mile-financial-planning-llc-336509", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167835, "name": "One River Asset Management, LLC", "name_as_filed": "ONE RIVER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/one-river-asset-management-llc-stamford-ct-167835", "city": "Stamford", "state": "CT", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 150623, "name": "Open Circle Wealth Partners", "name_as_filed": "OPEN CIRCLE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/open-circle-wealth-partners-north-haven-ct-150623", "city": "North Haven", "state": "CT", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329188, "name": "Optimum Financial LLC", "name_as_filed": "OPTIMUM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/optimum-financial-llc-329188", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 138127, "name": "Oracle Investment Management, Inc.", "name_as_filed": "ORACLE INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/oracle-investment-management-inc-greenwich-ct-138127", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 307018, "name": "Orbit Venture Partners LLC", "name_as_filed": "ORBIT VENTURE PARTNERS LLC", "url": "https://advisorcensus.com/firm/orbit-venture-partners-llc-norwalk-ct-307018", "city": "Norwalk", "state": "CT", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 35371, "name": "Osaic Institutions, Inc.", "name_as_filed": "OSAIC INSTITUTIONS, INC.", "url": "https://advisorcensus.com/firm/osaic-institutions-inc-meriden-ct-35371", "city": "Meriden", "state": "CT", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338160, "name": "Otter Rock Advisors LP", "name_as_filed": "OTTER ROCK ADVISORS LP", "url": "https://advisorcensus.com/firm/otter-rock-advisors-lp-stamford-ct-338160", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324799, "name": "Outsiders Venture Partners, LLC", "name_as_filed": "OUTSIDERS VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/outsiders-venture-partners-llc-norwalk-ct-324799", "city": "Norwalk", "state": "CT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297061, "name": "Oxford Gate Management, LLC", "name_as_filed": "OXFORD GATE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oxford-gate-management-llc-greenwich-ct-297061", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154380, "name": "Oxford Lane Management, LLC", "name_as_filed": "OXFORD LANE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oxford-lane-management-llc-greenwich-ct-154380", "city": "Greenwich", "state": "CT", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324383, "name": "Oxford Park Management, LLC", "name_as_filed": "OXFORD PARK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oxford-park-management-llc-greenwich-ct-324383", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 127888, "name": "Oxford Square Management, LLC", "name_as_filed": "OXFORD SQUARE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/oxford-square-management-llc-greenwich-ct-127888", "city": "Greenwich", "state": "CT", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161094, "name": "P.A.W. Capital Partners, LP", "name_as_filed": "P.A.W. CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/p-a-w-capital-partners-lp-greenwich-ct-161094", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313730, "name": "P5 Health Ventures Management, LLC", "name_as_filed": "P5 HEALTH VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/p5-health-ventures-management-llc-westport-ct-313730", "city": "Westport", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171037, "name": "Pacific Advantage Capital Group Ltd.", "name_as_filed": "PACIFIC ADVANTAGE CAPITAL GROUP LTD.", "url": "https://advisorcensus.com/firm/pacific-advantage-capital-group-ltd-stamford-ct-171037", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288860, "name": "Palm Active Partners Management, LLC", "name_as_filed": "PALM ACTIVE PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/palm-active-partners-management-llc-greenwich-ct-288860", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317192, "name": "Palm Management (US) LLC", "name_as_filed": "PALM MANAGEMENT (US) LLC", "url": "https://advisorcensus.com/firm/palm-management-us-llc-greenwich-ct-317192", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138460, "name": "Paloma Partners Management Company", "name_as_filed": "PALOMA PARTNERS MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/paloma-partners-management-company-greenwich-ct-138460", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 164181, "name": "Panarella Wealth Management LLC", "name_as_filed": "PANARELLA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/panarella-wealth-management-llc-hartford-ct-164181", "city": "Hartford", "state": "CT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342241, "name": "Pangaro Wealth Management", "name_as_filed": "PANGARO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pangaro-wealth-management-342241", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330671, "name": "Paradoxiom Capital", "name_as_filed": "PARADOXIOM CAPITAL", "url": "https://advisorcensus.com/firm/paradoxiom-capital-stamford-ct-330671", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 157064, "name": "Parker Wealth Management, LLC", "name_as_filed": "PARKER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parker-wealth-management-llc-windsor-ct-157064", "city": "Windsor", "state": "CT", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300701, "name": "Parkman Healthcare Partners LLC", "name_as_filed": "PARKMAN HEALTHCARE PARTNERS LLC", "url": "https://advisorcensus.com/firm/parkman-healthcare-partners-llc-stamford-ct-300701", "city": "Stamford", "state": "CT", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299858, "name": "Parsifal Capital Management, LP", "name_as_filed": "PARSIFAL CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/parsifal-capital-management-lp-greenwich-ct-299858", "city": "Greenwich", "state": "CT", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165021, "name": "Pasco Advisors, LLC", "name_as_filed": "PASCO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pasco-advisors-llc-east-windsor-ct-165021", "city": "East Windsor", "state": "CT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 145640, "name": "Pasi Investments, LLC", "name_as_filed": "PASI INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/pasi-investments-llc-farmington-ct-145640", "city": "Farmington", "state": "CT", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333973, "name": "Paulson Private Wealth LLC", "name_as_filed": "PAULSON PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/paulson-private-wealth-llc-333973", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298543, "name": "Pawson Capital Management LLC", "name_as_filed": "PAWSON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pawson-capital-management-llc-greenwich-ct-298543", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 162228, "name": "Peak Ten Capital LLC", "name_as_filed": "PEAK TEN CAPITAL LLC", "url": "https://advisorcensus.com/firm/peak-ten-capital-llc-greenwich-ct-162228", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 144248, "name": "Peattie Capital Management", "name_as_filed": "PEATTIE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/peattie-capital-management-stamford-ct-144248", "city": "Stamford", "state": "CT", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157094, "name": "Pegasus Capital Advisors, L.P.", "name_as_filed": "PEGASUS CAPITAL ADVISORS, L.P.", "url": "https://advisorcensus.com/firm/pegasus-capital-advisors-l-p-stamford-ct-157094", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/ct/bridgeport", "name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "state_code": "CT", "firm_count": 635 }, { "path": "/advisors/ct/hartford", "name": "Hartford", "msa_name": "Hartford-West Hartford-East Hartford, CT", "state_code": "CT", "firm_count": 138 }, { "path": "/advisors/ct/new-haven", "name": "New Haven", "msa_name": "New Haven, CT", "state_code": "CT", "firm_count": 44 }, { "path": "/advisors/ct/waterbury", "name": "Waterbury", "msa_name": "Waterbury-Shelton, CT", "state_code": "CT", "firm_count": 33 }, { "path": "/advisors/ct/norwich", "name": "Norwich", "msa_name": "Norwich-New London-Willimantic, CT", "state_code": "CT", "firm_count": 13 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ct", "label": "Financial advisors in Connecticut" }, "fee_pages": [ { "path": "/advisors/ct/fee-only", "label": "Fee-only financial advisors in Connecticut", "firm_count": 199 }, { "path": "/advisors/ct/flat-fee", "label": "Flat-fee financial advisors in Connecticut", "firm_count": 269 }, { "path": "/advisors/ct/hourly", "label": "Hourly financial advisors in Connecticut", "firm_count": 188 } ] }, "csv": "https://advisorcensus.com/advisors/ct.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }