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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Hartford, CT

Every SEC-registered investment adviser representative at a firm office in West Hartford, with the firms that employ the most of them.

353 registered advisors work in West Hartford; the most are at Apella Wealth (55). 79 list the CFP designation and 231 are also registered broker representatives.

Firms with the most advisors in West Hartford

FirmAdvisors in West Hartford
Apella Wealth55
Strategic Advisers LLC34
Merrill Lynch, Pierce, Fenner & Smith Incorporated news29
MML Investors Services, LLC24
Morgan Stanley news21
Charles Schwab & Co., Inc. news17
LPL Financial LLC news17
Yhb Investment Advisors Inc.16
Raymond James & Associates, Inc. news13
Janney Montgomery Scott LLC news12
Commonwealth Financial Network news10
Northwestern Mutual Investment Services, LLC10
Cetera Investment Advisers LLC news9
Focus Partners Wealth, LLC8
Rmc Investment Advisors7
Ameriprise Financial Services, LLC news6
Fierston Financial Group Inc.6
Wealthspire Advisors news6
Edward Jones news4
Hfm Wealth Management4
Citizens Securities, Inc.3
Kestra Advisory Services, LLC news3
Mariner news2
Private Advisor Group, LLC2
Raymond James Financial Services Advisors, Inc. news2

Advisors in West Hartford, A to Z (first 300 of 353)

CFP advisors in West Hartford →

Other cities in Connecticut

All of Connecticut →

Stamford 851Greenwich 629Westport 397Glastonbury 389New Haven 277Fairfield 275Shelton 239Hartford 220Farmington 212Darien 137Windsor 132Guilford 103Madison 101Mystic 90Ridgefield 86Norwalk 82New Canaan 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59Avon 56

Questions

How many financial advisors are in West Hartford, CT?

353 investment adviser representatives are registered at firm offices in West Hartford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 231 of them are also registered as broker representatives, and 79 list the CFP designation.

Which firm has the most financial advisors in West Hartford?

Apella Wealth, with 55 registered advisors in West Hartford, followed by Strategic Advisers LLC with 34.

How do I check a financial advisor in West Hartford?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.