20 HARTFORDBUSINESS.COM | 2023 BOOK OF LISTS
F I N A N C E
TOP WEALTH MANAGEMENT FIRMS IN GREATER HARTFORD
Ranked by local assets under management
O
ne of the most critical functions for business success
is the effective management of cash flow. We will
work closely with you to select solutions that will optimize
your payments processing, improve collections, manage
risk and optimize liquidity while giving you easy access to
your cash flow. We help guide your business like it's our
business.
Pictured left to right: Debbie Esposito, Cindy Wszolek,
Kellie Reed, Tracy Sicbaldi, Dave Thibault
The power to effectively manage your cash flow.
Our Cash Management team is dedicated to providing you with
advanced and flexible cash management solutions to meet your
business needs - today and tomorrow.
bankatpeoples.com/cashmanagement
A local team of cash management
experts. At your service.
Member FDIC/Member DIF
T
Ranked by local assets under management
Wealth manager
Local assets under
management/
local licensed advisors
Total assets under
management/
total licensed advisors 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 of
1981
2
Bradley, Foster & Sargent Inc.
City Place II, 185 Asylum St., Hartford, CT 06103
860-527-8050 • www.bfsinvest.com
$3,433,945,498
13
$6,123,867,889
20
Galan G. Daukas
President & CEO
(1)
1994
3
GYL Financial Synergies LLC
65 Memorial Road, Suite 530, West Hartford, CT 06107
844-248-9998
$3,129,000,000
7
$4,742,094,000
20
Jonathan Yolles
President, private client services & co-founder
Gerald Goldberg
CEO & 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 Ave., 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 St., 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
Zachary Tracey
Arthur B. Sullivan
Thomas A. Ragonese
Managing directors & investment of
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
1995
9
MJP Wealth Advisors
790 Farmington Ave., Building 3, Farmington, CT 06032
860-677-7755 • www.mjpwealthadvisors.com
$929,010,330
7
$929,010,330
10
Brian Vendig
President
Michele Vendig
SVP
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
Ohanesian / Lecours Inc., in alignment with Cambridge
Investment Research Advisors Inc.
74 Batterson Park Road, Suite 303, Farmington, CT 06032
860-521-4751 • www.ol-advisors.com
$752,000,000
11
N/A
N/A
Christopher Seeley
Partner
Steven Howard
Partner
Richard Ohanesian
President & partner
1989
12
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 of
2005
13
Karn Couzens & Associates Inc. (2)
10 Melrose Drive, Farmington, CT 06032
860-676-2727 • karncouzens.com
$608,517,971
(3)
N/A
$608,517,971 (3)
N/A
Robert A. Karn
Principal
Jeffrey Couzens
Vice president
1987
14
Hooker & Holcombe
1300 Hall Blvd., Suite 1C , CT 06002
860-521-8400 • www.hhconsultants.com
$543,351,720
N/A
$543,351,720
N/A
Rodger K. Metzger
President & chief investment of
, 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
16
Essex Financial Services Inc. (4)
10 Waterside Drive, Suite 100, Farmington, CT 06032
860-404-5998 • www
$292,000,000
4
$3,400,000,000
20
Charles R. Cumello
President
2003
17
Briggs Wealth Management
59 Sycamore St., Glastonbury, CT 06033
860-633-8988 • www.briggswealthmgmt.com
$201,400,000
2
N/A
N/A
Mark Briggs
Founding principal
1990
