Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 10 of 13.
reef pass investors
old greenwich, CT
reinova capital advisors llc
greenwich, CT
renaissance capital llc
stamford, CT
renwave kore, llc
greenwich, CT
rex advisers, llc
fairfield, CT
rfe management corporation
westport, CT
ridgeview asset management partners, llc
stamford, CT
riskbridge advisors, llc
norwalk, CT
riveroak investment corp., llc
stamford, CT
rja asset management llc
stamford, CT
rmc investment advisors
west hartford, CT
rosser capital partners management, l.p.
greenwich, CT
rossmore private capital, llc
glastonbury, CT
round rock advisors llc
wilton, CT
rpo llc
stamford, CT
rye brook capital, llc
greenwich, CT
rzh advisors llc
stamford, CT
sagard private equity solutions
greenwich, CT
sagebroadview wealth management, llc
farmington, CT
sageview capital lp
greenwich, CT
samrison capital management llc
old greenwich, CT
sandbrook capital management lp
stamford, CT
sarissa capital management lp
greenwich, CT
savoir faire capital management, lp
norwalk, CT
saybrook wealth group, inc.
old saybrook, CT
scholtz & company, llc
stamford, CT
science & technology partners, l.p.
greenwich, CT
searle & co.
greenwich, CT
shelter growth capital partners llc
stamford, CT
sightline wealth advisors, llc
groton, CT
silver point capital, l.p.
greenwich, CT
silver point private credit fund management, llc
greenwich, CT
silver point specialty credit fund management, llc
greenwich, CT
sky investment group llc
hartford, CT
smith brothers financial, llc
glastonbury, CT
solas capital management, llc
darien, CT
soleus capital management, l.p.
greenwich, CT
somnio financial group, llc
glastonbury, CT
sound mark partners, llc
greenwich, CT
sound portfolio advisors, llc
mystic, CT
sound shore management inc
greenwich, CT
soundwatch capital, llc
rowayton, CT
southfield capital lp
greenwich, CT
southport station financial management, llc
southport, CT
sovereign financial group, inc.
stamford, CT
spectrum asset management, inc.
stamford, CT
spice expeditions, lp
westport, CT
spivak asset management, llc
avon, CT
Frequently Asked Questions
How much does a financial advisor cost in Connecticut?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.