Issue link: https://nebusinessmedia.uberflip.com/i/1530740
26 HARTFORDBUSINESS.COM | 2025 BOOK OF LISTS F I N A N C E TOP WEALTH MANAGEMENT FIRMS IN GREATER HARTFORD Ranked by local assets under management, then local licensed advisors This statement was provided 3/18/2024 by Rick Harvey who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. (860) 928-2341 697 Pomfret Street, Pomfret Center, CT 06259 392-A Merrow Road, Tolland, CT 06084 Rick WHZ, With your team's transparency, patience, and sophistication in maximizing my corporate plan, I now have a realistic path to retire at 60. Thank you! Visit whzwealth.com to read more about Rick's story Sophistication Savvy benefits and overall financial T Ranked by local assets under management, then local licensed advisors Wealth manager Registered Investment Adviser (RIA)? Local assets under management (AUM)/ Date AUM calculated Local licensed advisors/ local staff Total licensed advisors/ total staff Top executive(s) Year founded 1 Bradley, Foster & Sargent Inc. City Place II, 185 Asylum St., Hartford, CT 06103 860-527-8050 • bfsinvest.com Yes $7,194,169,208 March 31, 2024 10 44 15 50 Galan G. Daukas President & CEO 1994 2 USI Consulting Group (1) 95 Glastonbury Blvd., Glastonbury, CT 06033 860-633-5283 • usicg.com Yes $4,621,292,769 March 31, 2024 24 165 87 10,000 Bill Tremko President & CEO 1975 3 GYL Financial Synergies LLC (2) 75 Isham Road, West Hartford, CT 06107 844-248-9998 Yes $3,442,184,579 Dec. 31, 2023 14 24 40 66 Gerald Goldberg Co-founder & CEO Jonathan Yolles Co-founder & president, Private Client Services 2016 4 Connecticut Wealth Management LLC 281 Farmington Ave., Farmington , CT 06032 860-470-0290 • ctwealthmgmt.com Yes $3,168,312,415 Dec. 31, 2023 41 64 41 64 Kevin C. Leahy President & CEO Denis Horrigan Co-Founder & partner 2010 5 Gottfried & Somberg Wealth Management 340 Hebron Ave., Glastonbury, CT 06033 860-430-9104 • gottfriedsomberg.com No (3) $1,991,758,579 April 1, 2024 11 26 N/A N/A Matthew Somberg Joshua Gottfried Co-founders & principals 1999 6 YHB Investment Advisors Inc. 29 South Main St., Suite 306, West Hartford, CT 06107 860-561-7050 • yhbia.com Yes $1,861,256,312 15 30 16 31 Mark W. Everette CEO 1989 7 Fiducient Advisors , Windsor, CT 06095 860-683-1187 Yes $1,400,000,000 18 80 63 215 Sabrina Bailey CEO 1995 8 MJP Wealth Advisors 74 Batterson Park Road, Suite 103, Farmington, CT 06032 860-677-7755 • mjpwealthadvisors.com Yes $1,056,627,675 Dec. 31, 2023 8 13 11 19 Brian Vendig President Michele Vendig Senior vice president 1981 9 Wealthspire Advisors 29 South Main St., Suite 300, West Hartford, CT 06107 860-969-6084 • wealthspire.com Yes $1,038,146,783 March 31, 2024 5 9 159 340 Mike LaMena CEO 1995 10 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd., Suite 100, Glastonbury, CT 06033 860-368-6932 • constitutiongroup.com Yes $1,000,000,000 Dec. 31, 2023 5 8 N/A N/A Thomas A. Ragonese Arthur B. Sullivan Managing directors & investment of (4) 2010 11 RMC Investment Advisors 643 Prospect Ave., West Hartford, CT 06105 860-561-1245 • rmcinvestmentadvisors.com Yes $962,000,000 March 31, 2024 7 14 7 14 Michael W. Herlihy President & CEO 1984 12 Smith Brothers Financial LLC 68 National Drive, Glastonbury, CT 06033 860-430-3299 • smithbrothersfs.com Yes $847,036,529 Dec. 31, 2023 6 7 6 7 Joe Smith CEO Stephen Michaels President 2005 13 SKY Investment Group LLC One Financial Plaza, Suite 1210, Hartford, CT 06103 860-761-9700 • skyig.com Yes $799,411,281 April 26, 2024 6 12 6 12 Robert Bingham President & chief investment of 2005 14 Essex Financial Services Inc. (5) 10 Waterside Drive, Suite 100, Farmington, CT 06032 860-404-5998 Yes $700,000,000 March 31, 2024 4 7 20 48 Charles R. Cumello President 2003 15 Carson Wealth (6) 10 Melrose Drive, Farmington, CT 06032 860-676-2727 • carsonwealth.com Yes $650,000,000 May 22, 2024 4 7 350 1,111 Robert A. Karn Jeffrey Couzens Managing directors & wealth advisors 1983 16 Weiss, Hale & Zahansky Strategic Wealth Advisors 392-A Merrow Road, Tolland, CT 06084 860-928-2341 • whzwealth.com No (7) $600,000,000 May 2, 2024 5 6 5 14 Laurence N. Hale Principal, managing partner & chief investment of James Zahansky Principal, managing partner & chief goal strategist 2006 17 Cassidy Financial Services LLC (8) 1 Pasco Drive, East Windsor, CT 06088 860-623-0104 No (9) $450,000,000 4 8 5 9 Brian Cassidy Principal 2006 18 NBT Wealth Management & NBT Insurance Agency 2670 Main St., Glastonbury, CT 06033 860-494-2345 • nbtbank.com No (10) $421,283,018 May 24, 2024 10 14 55 N/A Andreas Kapetanopoulos Regional president Scott Kingsley President & CEO 1856 19 May, Bonee & Clark | Risk Strategies Co. 180 Glastonbury Blvd., Glastonbury, CT 06033 860-430-3700 • mayboneeclark.com; mayboneeclarkfs.com No (11) $375,000,000 March 31, 2024 6 19 6 5,000 Tom Clark Ryan Friedman Dan Clark Managing directors 1997 20 OneDigital 195 Scott Swamp Road, Suite 100, Farmington, CT 06032 860-409-7200 • onedigital.com Yes (12) $374,580,960 Dec. 31, 2023 3 55 212 4,200 Emily Bailey Managing principal 2000 21 Northstar Wealth Partners 433 South Main St., Suite 322, West Hartford, CT 06110 888-886-7737 • northstarwealthpartners.com; nstarwp.com No (11) $320,000,000 Jan. 1, 2024 6 N/A 6 N/A Robert Laraia Founding partner 2009 Sour ealth Management or West Hartford's Fuchs Financial by press time. N/A= Not available. (1) Acquir ed Rochester, N.Y.-based Burke Group in January 2024. (2) On Nov. 1, merged with Boston-based The Colony Group LLC; survey data was provided in May. (3) Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. (4) Zachary Tracey, First vice president & investment of . (5) Wholly-owned subsidiary of Essex Savings Bank. (6) Formerly Karn Couzens & Associates Inc., which was acquired by Nebraska-based Carson Wealth. (7) Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. (8) Additional of (9) Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. (10) Brokerage services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC; partnerships with thir (11) Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. (12) Investment advice is offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. -Complied by: Stephanie R. Meagher, research@nebusinessmedia.com