23
HARTFORDBUSINESS.COM | DECEMBER 27, 2021
FINANCE
860-291-1998; www.3dlfinancial.com
7
Gottfried & Somberg Wealth Management LLC
340 Hebron Avenue
Glastonbury, CT 06033
860-430-9104; www.gottfriedsomberg.com
9 $1,355,000,000 9 $1,355,000,000
Joshua Gottfried
Co-founder & principal
Glastonbury, CT 1999
8
Private Capital Group LLC (a)
29 S. Main St.
West Hartford, CT 06107
860-561-1162; www.pcgct.com
8 $1,223,593,499 8 $1,223,593,499
Benjamin Kille
CEO
West Hartford, CT 2003
9
MJP Wealth Advisors
790 Farmington Ave., Building 3
Farmington, CT 06032
860-677-7755; www.mjpwealthadvisors.com
8 $756,685,202 10 $756,685,202
Brian Vendig
President
Farmington, CT 1981
10
RMC Investment Advisors
643 Prospect Ave.
West Hartford, CT 06105
860-561-1245; www.rmcinvestmentadvisors.com
6 $863,893,975 6 $863,893,975
Michael W. Herlihy
President & CEO
West Hartford, CT 1984
11
USI Advisors Inc. (b)
95 Glastonbury Blvd., Suite 102
Glastonbury, CT 06033
860-633-5283; www.usiadvisorsinc.com
4 $1,503,794,887 27 $29,226,331,803
Michael Welz
President & chief investment
officer
Glastonbury, CT 1981
12
Constitution Group of Wells Fargo Advisors
180 Glastonbury Blvd., Suite 100
Glastonbury, CT 06033
860-368-6932; www.constitutiongroup.com
4 $950,000,000 4 $950,000,000
Thomas A. Ragonese
Arthur B. Sullivan
Managing directors &
investment officers
St. Louis, MO 2010
13
Hammond Iles Wealth Advisors
100 Great Meadow Road, Suite 701
Wethersfield, CT 06109
860-258-2600; www.hiwealth.com
4 $74,949,635 4 $295,359,259
Greg Hammond
CEO
Wethersfield, CT 2001
14
SKY Investment Group LLC (a)
One Financial Plaza, Suite 1210
Hartford, CT 06103
860-761-9700; www.skyig.com
3 $644,924,678 3 $644,924,678
Robert Bingham
President & chief investment
officer
Hartford, CT 2005
15
Hooker & Holcombe
1300 Hall Boulevard, Suite 1C
Bloomfield, CT 06002
860-521-8400; www.hhconsultants.com
3 $456,722,134 3 $486,352,984
Rodger K. Metzger
President & chief investment
officer, Investment Advisory
Group
Bloomfield, CT 1996
16
WMGNA LLC
10 Talcott Notch Road, Suite 103
Farmington, CT 06032
860-679-5255; www.wmgna.com
3 $350,000,000 3 $350,000,000
Daniel J. Friedman
CEO
Brian P. Beck
President & CFO
Farmington, CT 1995
17
Cassidy Financial Services LLC (c)
1 Pasco Drive
East Windsor, CT 06088
860-623-0104; www.CassidyFinancialServices.com
3 $200,000,000 3 $200,000,000
Brian Cassidy
Principal
East Windsor, CT 2006
18
Karn Couzens & Associates Inc.
10 Melrose Drive
Farmington, CT 06032
860-676-2727; karncouzens.com
2 $550,000,000 4 $560,000,000
Robert A. Karn
Principal
Jeffrey Couzens
Vice president
Farmington, CT 1987
Source: Each firm via survey unless otherwise noted. Other companies were contacted, but did not respond. If you believe your company should be represented on this list, please contact Lead Researcher Timothy Doyle. There is no cost to
participate.
Notes: DND=did not disclose. An investment advisor as defined by FINRA provides advice about securities to clients and is required to register with the SEC or the state in which it practices. The company can be called an asset manager,
investment counselor, investment manager, portfolio manager or a wealth manager.
(a) Did not respond to 2021 survey. Assets under management from latest Form ADV. Other info from 2020 survey.
(b) Part of USI Consulting Group.
(c) Additional offices in Somers and Suffield.
—Compiled by Timothy Doyle.
Lending businesses money is
one thing. Lending customized
support is our thing.
chelseagroton.com/growthatbusiness
or call 860-448-4295
NMLS
#402928
Our CT Cannabis Insider is delivered
every Thursday at 10am to your inbox.
SIGN UP NOW!
HARTFORDBUSINESS.COM/ENEWSLETTERS
