32 HARTFORDBUSINESS.COM | June 20, 2022
The List
Top wealth management firms in Greater Hartford
Ranked by local assets under management
Firm
Assets under
management, local/
# investment advisors,
local
Assets under
management
companywide/
# licensed advisors,
companywide Top executive(s)
Year
founded
1
USI Advisors Inc.
95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033
860-633-5283 • www.usiadvisorsinc.com
$7,577,095,453
22
$35,346,912,666
87
Michael Welz
President & chief investment officer
1981
2
Bradley, Foster & Sargent Inc.
City Place II, 185 Asylum Street, Hartford, CT 06103
860-527-8050 • www.bfsinvest.com
$3,433,945,498
13
$6,123,867,889
20
Galan G. Daukas
President & CEO
1994
3
GYL Financial Synergies LLC
65 Memorial Road, Suite 530, West Hartford, CT 06107
844-248-9998 • gylfinsyn.com
$3,129,000,000
7
$4,742,094,000
20
Gerald Goldberg
CEO & Co-Founder
Jonathan Yolles
President of Private Client Services & Co-Founder
2014
4
Connecticut Wealth Management LLC
281 Farmington Ave., Farmington, CT 06032
860-470-0290 • www.ctwealthmgmt.com
$2,190,107,299
18
$2,190,107,299
18
Kevin C. Leahy
President & CEO
Denis Horrigan
Co-Founder & Partner
2010
5
Gottfried & Somberg Wealth Management LLC
340 Hebron Avenue, Glastonbury, CT 06033
860-430-9104 • www.gottfriedsomberg.com
$1,800,000,000
8
$1,800,000,000
8
Joshua Gottfried
Co-founder & principal
1999
6
YHB Investment Advisors, Inc.
29 South Main Street, Suite 306, West Hartford, CT 06107
860-561-7050 • www.yhbia.com
$1,700,000,000
14
$1,700,000,000
14
Mark W. Everette
CEO
1989
7
Constitution Group of Wells Fargo Advisors
180 Glastonbury Blvd., Suite 100, Glastonbury, CT 06033
860-368-6932 • www.constitutiongroup.com
$950,000,000
4
n/a
4
Thomas A. Ragonese
Managing director & investment officer
2010
8
Wealthspire Advisors
29 South Main St., Suite 300, West Hartford, CT 06107
860-969-6084 • wealthspire.com
$948,178,553
4
$19,258,880,066
93
Mike LaMena
CEO
9
MJP Wealth Advisors
790 Farmington Avenue, Bldg 3, Farmington, CT 06032
860-677-7755 • www.mjpwealthadvisors.com
$929,010,330
7
$929,010,330
10
Michele Vendig
Senior Vice President
Brian Vendig
President
1981
10
RMC Investment Advisors
643 Prospect Ave., West Hartford, CT 06105
860-561-1245 • www.rmcinvestmentadvisors.com
$904,568,000
7
$904,568,000
7
Michael W. Herlihy
President & CEO
1984
11
SKY Investment Group LLC
One Financial Plaza, Suite 1210, Hartford, CT 06103
860-761-9700 • www.skyig.com
$700,282,216
5
$700,282,216
5
Robert Bingham
President & chief investment officer
2005
12
3D/L Financial Group (1)
100 Constitution Plaza, Suite 700, Hartford, CT 06103
860-291-1998 • www.3dlfinancial.com
$666,300,001
n/a
n/a
n/a
Joseph L. Demmler
CEO
2006
13
Karn Couzens & Associates Inc. (2)
10 Melrose Drive, Farmington, CT 06032
860-676-2727 • karncouzens.com
$608,517,971
n/a
$608,517,971
n/a
Robert A. Karn
Principal
Jeffrey Couzens
Vice president
1987
14
Hooker & Holcombe
1300 Hall Boulevard, Suite 1C, Bloomfield, CT 06002
860-521-8400 • www.hhconsultants.com
$543,351,720
n/a
$543,351,720
n/a
Rodger K. Metzger
President & chief investment officer, Investment Advisory
Group
1996
15
WMGNA LLC
10 Talcott Notch Road, Suite 103, Farmington, CT 06032
860-679-5255 • www.wmgna.com
$300,000,000
3
n/a
n/a
Brian P. Beck
President & CFO
Daniel J. Friedman
CEO
1995
Source: Each firm via survey unless otherwise indicated. Other companies were surveyed, but did not respond or declined to participate. If you believe your company should be on this list, please contact
research@nebusinessmedia.com
(1) Did not respond to 2022 survey. Assets under management from latest Form ADV. Other info from 2020 survey.
(2) Acquired by Nebraska-based Carson Wealth. AUM from latest form ADV filed.
-Complied by: Timothy Doyle
