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Financial ADVSR advisor directory · SEC adviser records

Apella Wealth financial advisors in West Hartford, CT

Every SEC-registered investment adviser representative at a Apella Wealth office in West Hartford, A to Z.

The short answer

52 registered advisors work at Apella Wealth in West Hartford, out of 99 at the firm nationwide; it ranks number 1 in the city by advisors. 30 list the CFP designation and 0 are also registered broker representatives.

Apella Wealth advisors in West Hartford, A to Z

Every Apella Wealth advisor →

Apella Wealth advisors in other cities

Mt. Pleasant, SC 5Bellevue, WA 4Wyomissing, PA 4Costa Mesa, CA 3Williamsburg, VA 3Chicago, IL 2Johnston, IA 2Lake Oswego, OR 2Larkspur, CA 2Lenox, MA 2Reston, VA 2Annapolis, MD 1Arlington, VA 1Atlanta, GA 1Atlantic Beach, NY 1

Other firms in West Hartford

All West Hartford advisors →

Strategic Advisers LLC 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 29MML Investors Services, LLC 24Morgan Stanley 21Charles Schwab & Co., Inc. 17LPL Financial LLC 17Yhb Investment Advisors Inc. 16Raymond James & Associates, Inc. 13Janney Montgomery Scott LLC 12Commonwealth Financial Network 10Northwestern Mutual Investment Services, LLC 10Cetera Investment Advisers LLC 9

Questions

How many financial advisors does Apella Wealth have in West Hartford?

52 investment adviser representatives are registered at Apella Wealth offices in West Hartford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 99 nationwide. 30 list the CFP designation and 0 are also registered as broker representatives.

Is Apella Wealth one of the largest advisor employers in West Hartford?

Apella Wealth ranks number 1 in West Hartford by registered advisors, ahead of Strategic Advisers LLC (34).

How do I check a Apella Wealth advisor in West Hartford?

Each advisor below links to a profile with their registrations, exams, designations 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 Apella Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.