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2023 BOOK OF LISTS | HARTFORDBUSINESS.COM 21 F I N A N C E TOP WEALTH MANAGEMENT FIRMS IN GREATER HARTFORD Continued form page 20 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 18 Tunxis Wealth Management LLC 231 Farmington Ave., 2nd Floor, Farmington, CT 06032 860-676-4404 • www.tunxiswealthmgmt.com $185,000,000 3 $185,000,000 3 Gary Tasillo Registered principal 2009 19 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1, Avon, CT 06001 860-678-1090 • hensleyassociates.com $150,000,000 4 $150,000,000 4 Robert S. Hensley Managing member (5) 1991 20 CCR Wealth Management 72 Queen St, Southington, CT 06489 860-863-4155 • www.ccrwealth.com $120,000,000 4 $2,500,000,000 15 David Borden Principal 1998 21 Heritage Capital LLC 1 Bradley Road, Suite 202, Woodbridge , CT 06525 203-389-3553 • investfortomorrow.com $105,000,000 3 $105,000,000 3 Paul Schatz President 2003 22 SPURSTONE 12 Scovil Road, Higganum, CT 0644 860-264-1111 • www.spurstone.com $100,000,000 2 N/A N/A Timothy Golas Theodore de Groot Partners 2009 23 Ethos Wealth Management 423 Main St., Hartford, CT 06103 860-216-3948 • www.ethoswealthmgmt.com $85,000,000 1 N/A N/A Nicholas Kolitsidas Partner 2011 24 Hammond Iles Wealth Advisors 100 Great Meadow Road, Suite 701, W , CT 06109 $82,495,165 $338,045,329 Greg Hammond 2001 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 18 Tunxis Wealth Management LLC 231 Farmington Ave., 2nd Floor, Farmington, CT 06032 860-676-4404 • www.tunxiswealthmgmt.com $185,000,000 3 $185,000,000 3 Gary Tasillo Registered principal 2009 19 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1, Avon, CT 06001 860-678-1090 • hensleyassociates.com $150,000,000 4 $150,000,000 4 Robert S. Hensley Managing member (5) 1991 20 CCR Wealth Management 72 Queen St, Southington, CT 06489 860-863-4155 • www.ccrwealth.com $120,000,000 4 $2,500,000,000 15 David Borden Principal 1998 21 Heritage Capital LLC 1 Bradley Road, Suite 202, Woodbridge , CT 06525 203-389-3553 • investfortomorrow.com $105,000,000 3 $105,000,000 3 Paul Schatz President 2003 22 SPURSTONE 12 Scovil Road, Higganum, CT 0644 860-264-1111 • www.spurstone.com $100,000,000 2 N/A N/A Timothy Golas Theodore de Groot Partners 2009 23 Ethos Wealth Management 423 Main St., Hartford, CT 06103 860-216-3948 • www.ethoswealthmgmt.com $85,000,000 1 N/A N/A Nicholas Kolitsidas Partner 2011 24 Hammond Iles Wealth Advisors 100 Great Meadow Road, Suite 701, W , CT 06109 860-258-2600 • www.hiwealth.com $82,495,165 3 $338,045,329 4 Greg Hammond CEO 2001 Sour o be surveyed for this, or other lists, contact research@nebusinessmedia.com. (1) Jeffrey Marsted, Keith LaRose, Robert Bradley and Thomas Sargent are all board members and portfolio managers. (2) Acquired by Nebraska-based Carson Wealth. (3) Fr (4) Wholly-owned subsidiary of Essex Savings Bank. (5) Bobby Hensley and Margaret Jakubowski are members. -Complied by: Timothy Doyle