Falists

Connecticut · 13 advisers

Financial Advisors in Farmington, Connecticut

Looking for a financial advisor in Farmington, Connecticut? Falists indexes 13 SEC-registered and state-registered investment advisers in Farmington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $111.72B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

13

Largest AUM

$111.72B

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth13Planning9Trusts10Retirement4Institutional6

Top advisors in Farmington

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

WMGNA

Farmington, CT

AUM

$346.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

860-679-5255

Full profileVisit site →

More cities in Connecticut

Greenwich (213)Stamford (164)Westport (77)Darien (40)Norwalk (24)Hartford (22)Glastonbury (20)Shelton (19)Old Greenwich (18)New Canaan (17)New Haven (13)West Hartford (13)

Common questions

How many financial advisors are in Farmington, Connecticut?
13 registered investment advisers are listed in our Farmington directory, sourced from public SEC filings.
What types of advisors are in Farmington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Farmington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.