Issue link: https://nebusinessmedia.uberflip.com/i/1501853
HARTFORDBUSINESS.COM | JUNE 26, 2023 27 THE LISTS TOP WEALTH MANAGEMENT FIRMS IN GREATER HARTFORD Ranked by local licensed advisors Top wealth management firms in Greater Hartford Ranked by local assets under management Wealth manager Local licensed advisors/ local staff Total licensed advisors/ total staff Top executive(s) Year founded 1 USI Consulting Group (1) 95 Glastonbury Blvd., Glastonbury, CT 06033 860-633-5283 • usicg.com 23 (2) 177 83 (2) 10,000 Bill Tremko President & CEO 1975 2 Connecticut Wealth Management LLC (3) 281 Farmington Ave., Farmington, CT 06032 860-470-0290 • ctwealthmgmt.com 18 N/A 18 N/A Kevin C. Leahy President & CEO Denis Horrigan Co-Founder & partner 2010 3 YHB Investment Advisors Inc. 29 South Main St., Suite 306, West Hartford, CT 06107 860-561-7050 • yhbia.com 14 33 15 34 Mark W. Everette CEO 1989 4 Bradley, Foster & Sargent Inc. City Place II, 185 Asylum St., Hartford, CT 06103 860-527-8050 • bfsinvest.com 12 40 15 49 Galan G. Daukas President & CEO 1994 5 Ohanesian Lecours Inc., in alignment with Cambridge Investment Research Advisors Inc. (3) 74 Batterson Park Road, Suite 303, Farmington, CT 06032 860-521-4751 • ol-advisors.com 11 N/A N/A N/A Christopher Seeley Partner Steven Howard Partner Richard Ohanesian President & partner 1989 6 MJP Wealth Advisors 790 Farmington Ave., Building 3, Farmington, CT 06032 860-677-7755 • mjpwealthadvisors.com 9 10 11 18 Brian Vendig President Michele Vendig Senior vice president 1981 7 Gottfried & Somberg Wealth Management LLC (3) 340 Hebron Ave., Glastonbury, CT 06033 860-430-9104 • gottfriedsomberg.com 8 N/A 8 N/A Matthew Somberg Joshua Gottfried Co-founder & principals 1999 8 GYL Financial Synergies LLC (3) 65 Memorial Road, Suite 530, West Hartford, CT 06107 844-248-9998 • gylfinsyn.com 7 N/A 20 N/A Jonathan Yolles President, private client services & co-founder Gerald Goldberg CEO & co-founder 2014 8 RMC Investment Advisors (3) 643 Prospect Ave., West Hartford, CT 06105 860-561-1245 • rmcinvestmentadvisors.com 7 N/A 7 N/A Michael W. Herlihy President & CEO 1984 10 SKY Investment Group LLC One Financial Plaza, Suite 1210, Hartford, CT 06103 860-761-9700 • skyig.com 6 12 6 12 Robert Bingham President & chief investment officer 2005 11 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd., Suite 100, Glastonbury, CT 06033 860-368-6932 • constitutiongroup.com 5 8 N/A N/A Thomas A. Ragonese Managing director & investment officer Arthur B. Sullivan Managing director & investment officer Zachary W. Tracey First vice president & investment officer 2010 12 Weiss, Hale & Zahansky Strategic Wealth Advisors 392-A Merrow Road, Tolland, CT 06084 860-928-2341 • whzwealth.com 5 6 5 12 Laurence N. Hale Principal, managing partner & chief investment officer James Zahansky Principal, managing partner & chief goal strategist 2006 13 CCR Wealth Management 72 Queen St., Southington, CT 06489 860-863-4155 • ccrwealth.com 4 9 13 49 David Borden Principal 1998 14 Carson Wealth (4) 10 Melrose Drive, Farmington, CT 06032 860-676-2727 • carsonwealth.com 4 8 350 1,100 Robert A. Karn Jeffrey Couzens Managing directors & wealth advisors 1983 15 Robert Hensley & Associates LLC 10 Avon Meadow Lane, Suite 1, Avon, CT 06001 860-678-1090 • hensleyassociates.com 4 8 N/A N/A Robert S. Hensley Managing member (5) 1991 16 Essex Financial Services Inc. (6) 10 Waterside Drive, Suite 100, Farmington, CT 06032 860-404-5998 • essex.financial 4 6 19 47 Charles R. Cumello President 2003 17 Tunxis Wealth Management LLC 231 Farmington Ave., 2nd Floor, Farmington, CT 06032 860-676-4404 • tunxiswealthmgmt.com 4 N/A 4 N/A Gary Tasillo Registered principal 2009 18 Wealthspire Advisors (3) 29 South Main St., Suite 300, West Hartford, CT 06107 860-969-6084 • wealthspire.com 4 N/A 93 N/A Mike LaMena CEO 1995 19 WMGNA LLC 10 Talcott Notch Road, Suite 103, Farmington, CT 06032 860-679-5255 • wmgna.com 3 6 N/A 8 Daniel J. Friedman CEO Brian P. Beck President & CFO 1995 20 Heritage Capital LLC (3) 1 Bradley Road, Suite 202, Woodbridge , CT 06525 203-389-3553 • investfortomorrow.com 3 N/A 3 N/A Paul Schatz President 2003 21 Briggs Wealth Management Inc. 59 Sycamore St., Glastonbury, CT 06033 860-633-8988 • briggswealthmgmt.com 1 6 N/A N/A Mark Briggs Founding principal 1990 Source: Each firm via survey as of May 2023. Note: N/A= Not available. To be surveyed for this, or other lists, contact research@nebusinessmedia.com. (1) Acquired Bloomfield's Hooker & Holcombe in May 2023. (2) Data for Bloomfield's Hooker & Holcombe is not included. (3) Data from 2022 survey. (4) Formerly Karn Couzens & Associates Inc., which was acquired by Nebraska-based Carson Wealth. (5) Bobby Hensley and Margaret Jakubowski are members. (6) Wholly-owned subsidiary of Essex Savings Bank. -Complied by: Stephanie R. Meagher