2024 BOOK OF LISTS | HARTFORDBUSINESS.COM 25
F I N A N C E
TOP WEALTH MANAGEMENT FIRMS IN GREATER HARTFORD
Ranked by local licensed advisors, then local staff
T
Ranked by local licensed advisors, then local sta
Wealth manager
Local licensed
advisors/
local staff
Total licensed
advisors/
total staff Top executive(s) Year founded
1
Connecticut Wealth Management LLC
281 Farmington Ave., Farmington, CT 06032
860-470-0290 • ctwealthmgmt.com
25
60
25
60
Kevin C. Leahy
President & CEO
Denis Horrigan
Co-Founder & partner
2010
2
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
3
Fiducient Advisors
, Windsor, CT 06095
860-683-1187
20
80
71
203
Sabrina Bailey
CEO
1995
4
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
5
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
6
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
7
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
8
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
9
RMC Investment Advisors
643 Prospect Ave., West Hartford, CT 06105
860-561-1245 • rmcinvestmentadvisors.com
7
15
7
15
Michael W. Herlihy
President & CEO
1984
10
GYL Financial Synergies LLC (3)
65 Memorial Road, Suite 530, West Hartford, CT 06107
844-248-9998
7
N/A
20
N/A
Jonathan Yolles
President, private client services & co-founder
Gerald Goldberg
CEO & co-founder
2014
11
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 of
2005
12
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 of
Arthur B. Sullivan
Managing director & investment of
Zachary W. Tracey
First vice president & investment of
2010
13
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 of
James Zahansky
Principal, managing partner & chief goal strategist
2006
14
CCR Wealth Management
72 Queen St., Southington, CT 06489
860-863-4155 • ccrwealth.com
4
9
13
49
David Borden
Principal
1998
15
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
17
Essex Financial Services Inc. (6)
10 Waterside Drive, Suite 100, Farmington, CT 06032
860-404-5998
4
6
19
47
Charles R. Cumello
President
2003
18
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
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
Fuchs Financial
433 S. Main St., Suite 322, West Hartford, CT 06110
860-461-1709
2
6
N/A
N/A
Ben Fuchs
Founder
2019
22
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
Sour
(1) Acquir
(2)
(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, research@nebusinessmedia.com
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