Falists

Connecticut · 13 advisers

Financial Advisors in West Hartford, Connecticut

Looking for a financial advisor in West Hartford, Connecticut? Falists indexes 13 SEC-registered and state-registered investment advisers in West Hartford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $9.78B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

11

Largest AUM

$9.78B

Financial planning

6

Filter by specialty

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

AllWealth12Planning6Trusts8Retirement7Institutional6

Top advisors in West Hartford

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

View all 13 →

APELLA WEALTH

West Hartford, CT

AUM

$9.78B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

93 advisors

Clients

More than 500

Fees

Percentage of AUM; FEE FOR FINANCIAL PLANNING SERVICES.

860.785.2260

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)Farmington (13)New Haven (13)

Common questions

How many financial advisors are in West Hartford, Connecticut?
13 registered investment advisers are listed in our West Hartford directory, sourced from public SEC filings.
What types of advisors are in West Hartford?
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 West Hartford?
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.